Original filing (PDF)20250725100013NAL0006473809003

ORSCHELN PRODUCTS, LLC

Name: ORSCHELN PRODUCTS, LLC — ORSCHELN INDUSTRIES HEALTH PLAN FOR ORSCHELN PRODUCTS, LLC, Form 5500 (2024)
Creator: ORSCHELN PRODUCTS, LLC

Form 5500

FILING_RECEIVED

ORSCHELN INDUSTRIES HEALTH PLAN FOR ORSCHELN PRODUCTS, LLC

Health & welfare plan

Signals · 4

54% in single holding~4691 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

340

Accounts w/ balance

—

Plan assets (EOY)

$753K

Net assets (EOY)

$34K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORSCHELN PRODUCTS, LLC.

Plan sponsor

Name

ORSCHELN PRODUCTS, LLC

EIN

43-1765336

Address

1177 N. MORLEY STREET · MOBERLY, MO · 65270

Phone

(660) 269-4515

Industry

Manufacturingsee all

Plan administrator

Name

ORSCHELN MANAGEMENT CO.

EIN

43-1465246

City

MOBERLY, MO

Phone

(660) 269-4515

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

WILLIAMS-KEEPERS, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOCKTON COMPANIES, LLC	20-3354970	—	INSURANCE BROKER	$25K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
HEALTHSCOPE BENEFITS, INC.	71-0847266	—	CONTRACT ADMINISTRATOR	$99K	—
AMERICAN HEALTH HOLDING, INC.	31-1368946	—	CONTRACT ADMINISTRATOR	$16K	—
MAXCARE RX	47-1448249	—

Investments

2 direct securities· $259K(34% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Southern Bank Sweep account, bearing interest at 3.536%	—	—	$140K	$140K	18.6%
	Issuer Description of investment Cost Current Value Cash and Cash Equivalents Southern Bank Checking account, bearing interest at 3.368%	—	—	$119K	$119K	15.8%