Original filing (PDF)20260216161449NAL0006666370001

WILCOX FINANCIAL

Name: WILCOX FINANCIAL — WILCOX FINANCIAL WELFARE PLAN B, Form 5500 (2024)
Creator: WILCOX FINANCIAL

Form 5500-SF

FILING_RECEIVED

WILCOX FINANCIAL WELFARE PLAN B

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$19K

Net assets (EOY)

$8K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILCOX FINANCIAL.

Plan sponsor

Name

WILCOX FINANCIAL

EIN

34-1366050

Address

3400 EXECUTIVE PARKWAY #2 · TOLEDO, OH · 43606

Phone

(419) 537-9407

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

NORTHWEST OHIO BUSINESS ALLIANCE HEALTH & WELLNESS TRUST

EIN

88-1977111

City

SYLVANIA, OH

Phone

(419) 882-2135

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-16

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

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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