Original filing (PDF)20250428155636NAL0019953616001

INVESQUE HOLDINGS LP

Name: INVESQUE HOLDINGS LP — INVESQUE HOLDINGS LP CBIN BENEFIT PLAN, Form 5500 (2023)
Creator: INVESQUE HOLDINGS LP

Form 5500-SF

FILING_RECEIVED

INVESQUE HOLDINGS LP CBIN BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$41K

Net assets (EOY)

$13K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVESQUE HOLDINGS LP.

Plan sponsor

Name

INVESQUE HOLDINGS LP

EIN

47-5355397

Address

211 W MAIN ST · SUITE 400 · CARMEL, IN · 46032

Phone

(317) 643-4017

Industry

Finance & Insurancesee all

Plan administrator

Name

BRETT HULSE

EIN

83-6614110

City

INDIANAPOLIS, IN

Phone

(317) 264-3110

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-28

Welfare benefit codes

4A · Health (other than dental or 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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