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Original filing (PDF)20251015110946NAL0002191571001
TILSON HR INC
Form 5500
FILING_RECEIVED
TILSON HR INC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 3
~1432 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
2,128
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.1M
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
- 1432 bps in Schedule C fees — 2654% 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 TILSON HR INC.
Plan sponsor
Name
TILSON HR INC
EIN
35-1954179
Address
1530 AMERICAN WAY STE 200 · GREENWOOD, IN · 461435608
Phone
(317) 885-3838
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTPA / Administrator
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | NEW YORK, NY | TPA | $76K | — |
| HUMANA INSURANCE COMPANY | 39-1263473 | CAROL STREAM, IL | TPA | $55K | — |
| THE PEO AUXILLARY | 82-5347155 | MADISON, WI | TPA | $21K | — |
| EVERYTHING BENEFITS | 46-5072394 | NEW PROVIDENCE, NJ | TPA | $14K | — |
| THRIVEPASS, INC. | 47-2065790 | DENVER, CO | TPA | $2K | — |
| UNITED HEALTHCARE | 45-3508062 | MINNEAPOLIS, MN | TPA | — | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPECTIVE RISK MANAGEMENT | 20-4770398 | JACKSONVILLE, FL | ACTUARY | $51K | — |
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.