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Original filing (PDF)20250513123007NAL0018094641003
C&A TOOL ENGINEERING, INC.
Form 5500
FILING_RECEIVED
C&A TOOL ENGINEERING, INC EMPLOYEES GROUP PLAN
Health & welfare plan
Signals · 3
~2634 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
584
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2634 bps in Schedule C fees — 4966% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C&A TOOL ENGINEERING, INC..
Plan sponsor
Name
C&A TOOL ENGINEERING, INC.
EIN
35-1413147
Address
PO BOX 94, 4100 N US 33 · CHURUBUSCO, IN · 46723
Phone
(260) 693-2167
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-13
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
DULIN, WARD & DEWALD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIFIED GROUP SERVICES, INC. | 35-1973675 | ANDERSON, IN | TPA | $194K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHILLIPS FINANCIAL | — | FORT WAYNE, IN | INSURANCE SERVICES | $82K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHARX | — | ST. LOUIS, MO | PHARMACY BENEFIT MANAGER | $102K | — |
| SIGNATURE CARE | 35-1972384 | FORT WAYNE, IN | PREFERRED PROVIDER | $34K | — |
| HINES & ASSOCIATES | — | ELGIN, IL | UTILIZATION MANAGEMENT | $16K | — |
| ACTIVE HEALTH MANAGEMENT | — | NEW YORK, NY | CARE MANAGEMENT | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.