Original filing (PDF)20240730141034NAL0034449040001

Marion MHA

Name: Marion MHA — Marion MHA SOCA Benefit Plan, Form 5500 (2023)
Creator: Marion MHA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marion MHA SOCA Benefit Plan

Health & welfare plan · Marion MHA's Marion MHA SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Marion MHA's 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marion MHA's EIN is 34-1545567.

EIN 34-1545567

Plan number 501

Plan year 2023

ACK ID 20240730141034NAL0034449040001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Marion MHA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Marion MHA's plan includes health coverage.

Decision-maker contacts

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

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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.

Plan sponsor

Name

MARION MHA

EIN

all filings

Address

117 N GREENWOOD ST STE 12 · MARION, OH · 43302

Phone

(740) 383-5680

Industry

Public Administration

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Welfare benefit codes

4A · Health (other than dental or vision)

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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