Original filing (PDF)20231128141630NAL0010549328001

STRASSMAN INS SERVICES INC

Name: STRASSMAN INS SERVICES INC — STRASSMAN INS SERVICES INC SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: STRASSMAN INS SERVICES INC

Form 5500-SF

FILING_RECEIVED

STRASSMAN INS SERVICES INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 STRASSMAN INS SERVICES INC.

Plan sponsor

Name

STRASSMAN INS SERVICES INC

EIN

34-1828924

Address

26351 CURTISS WRIGHT PKWY · CLEVELAND, OH · 44143

Phone

(216) 289-1500

Industry

Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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

Related plans

Similar-size Finance & Insurance plans

HAMBY & ALOISIO,INC

HAMBY & ALOISIO,INC GCF BENEFIT PLAN

ANDERSON ROBINSON STARKEY INSURANCE AGENCY, INC.

PAULI-SHAW INSURANCE AGENCY 401(K) PLAN

MIS INSURANCE SERVICES LLC

MIS INSURANCE SERVICES LLC 401(K) PLAN

OHIO FUNERAL DIRECTORS ASSOCIATION

OHIO FUNERAL DIRECTORS ASSOCIATION 401K PLAN

THE CANADA LIFE ASSURANCE COMPANY

THE CANADA LIFE ASSURANCE COMPANY UNITED STATES CONSOLIDATED PENSION PLAN