Original filing (PDF)20230727084542NAL0011956993005

COAKLEY BROTHERS COMPANY

Name: COAKLEY BROTHERS COMPANY — COAKLEY BROTHERS COMPANY (WELFARE PLAN), Form 5500 (2022)
Creator: COAKLEY BROTHERS COMPANY

Form 5500-SF

FILING_RECEIVED

COAKLEY BROTHERS COMPANY (WELFARE PLAN)

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 COAKLEY BROTHERS COMPANY.

Plan sponsor

Name

COAKLEY BROTHERS COMPANY

EIN

39-0215980all filings

Address

400 S 5TH STREET · MILWAUKEE, WI · 53204

Phone

(414) 238-2558

Industry

Transportation & Warehousingsee all

Plan administrator

Name

KENNION & CO LLC

EIN

47-2506773

City

VESTAVIA, AL

Phone

(866) 966-5457

Plan characteristics

Plan number

951

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-27

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

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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