Original filing (PDF)20260216161108NAL0005004016001

DERKIN & WISE INC

Name: DERKIN & WISE INC — DERKIN & WISE INC WELFARE PLAN, Form 5500 (2024)
Creator: DERKIN & WISE INC

Form 5500-SF

FILING_RECEIVED

DERKIN & WISE INC WELFARE PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DERKIN & WISE INC.

Plan sponsor

Name

DERKIN & WISE INC

EIN

34-4478416

Address

247 MORRIS ST · TOLEDO, OH · 43604

Phone

(419) 248-4411

Industry

Wholesale Tradesee 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

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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