Original filing (PDF)20241126163547NAL0011397456001

FINANCIAL VISIONS GROUP

Name: FINANCIAL VISIONS GROUP — FINANCIAL VISIONS GROUP WELFARE PLAN, Form 5500 (2023)
Creator: FINANCIAL VISIONS GROUP

Form 5500-SF

FILING_RECEIVED

FINANCIAL VISIONS GROUP 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 FINANCIAL VISIONS GROUP.

Plan sponsor

Name

FINANCIAL VISIONS GROUP

EIN

46-2927002all filings

Address

5800 MONROE ST BLDG C · SUITE 102 · SYLVANIA, OH · 43560

Phone

(419) 537-1624

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

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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