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Original filing (PDF)20250306120759NAL0017093632001

CB ENGINEERING, INC.

Form 5500
FILING_RECEIVED
CB ENGINEERING, INC. EMPLOYEE BENEFIT PLAN (501)
Health & welfare plan
Active participants
90
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CB ENGINEERING, INC..
Plan sponsor
Name
CB ENGINEERING, INC.
EIN
43-1828281
Address
530-A E. INDEPENDENCE DRIVE · UNION, MO · 63084
Phone
(636) 584-0540
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-03-06
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
THE BENECON GROUP, LLC23-1315351BROKER$21K
ONEDIGITAL (CLJM, LLC. DBA HM BENEF58-2522668BROKER$18K
Other
2
NameEINLocationRelationDirect compIndirect comp
MERITAIN HEALTH, AN AETNA COMPANY16-1264154ADMIN$21K
CONNECTCARE326-1768616PATIENT ADVOCATE$6K

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.