Original filing (PDF)20241125104345NAL0004526081001

ALTA360 RESEARCH, INC.

Name: ALTA360 RESEARCH, INC. — ALTA360 RESEARCH WELFARE PLAN A, Form 5500 (2023)
Creator: ALTA360 RESEARCH, INC.

Form 5500-SF

FILING_RECEIVED

ALTA360 RESEARCH WELFARE PLAN A

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 ALTA360 RESEARCH, INC..

Plan sponsor

Name

ALTA360 RESEARCH, INC.

EIN

34-1911450

Address

1690 WOODLANDS DR STE 103 · MAUMEE, OH · 43537

Phone

(203) 470-6251

Industry

Professional & Technical Servicessee 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

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-25

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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