Original filing (PDF)20250227122807NAL0003745776001

ALLERGY/IMMUNOLOGY ASSOCIATES, INC.

Name: ALLERGY/IMMUNOLOGY ASSOCIATES, INC. — ALLERGY/IMMUNOLOGY ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: ALLERGY/IMMUNOLOGY ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ALLERGY/IMMUNOLOGY ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLERGY/IMMUNOLOGY ASSOCIATES, INC..

Plan sponsor

Name

ALLERGY/IMMUNOLOGY ASSOCIATES, INC.

EIN

34-1151148

Address

5915 LANDERBROOK DRIVE · SUITE 110 · MAYFIELD HEIGHTS, OH · 44124

Phone

(216) 381-3333

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-27

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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