Original filing (PDF)20231025093836NAL0007202257001

RN LATIANO AGENCY

Name: RN LATIANO AGENCY — RN LATIANO AGENCY CASH BALANCE PLAN, Form 5500 (2022)
Creator: RN LATIANO AGENCY

Form 5500-SF

FILING_RECEIVED

RN LATIANO AGENCY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RN LATIANO AGENCY.

Plan sponsor

Name

RN LATIANO AGENCY

EIN

34-1806841

Address

4150 BELDEN VILLAGE ST. NW · SUITE 300 · CANTON, OH · 44718

Phone

(330) 492-9700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-08

Filed

2023-10-25

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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