Original filing (PDF)20241126090944NAL0009359312001

Clair Financial Services

Name: Clair Financial Services — Clair Financial Services, Form 5500 (2022)
Creator: Clair Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clair Financial Services Welfare Plan

Health & welfare plan · Clair Financial Services' Clair Financial Services Welfare Plan filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 8.4 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Tiffany Bosch signed Clair Financial Services' 2022 Form 5500 as plan administrator.

Tiffany Bosch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clair Financial Services' EIN is 36-3769683.

EIN 36-3769683

Plan number 501

Plan year 2022

ACK ID 20241126090944NAL0009359312001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Clair Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Clair Financial Services' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAIR FINANCIAL SERVICES.

Finding similar companies…

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Filed 8.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CLAIR FINANCIAL SERVICES

EIN

all filings

Address

5630 MAIN ST · SYLVANIA, OH · 43560

Phone

(419) 517-4477

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2024-11-26

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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