Back to filter
Original filing (PDF)20250319104741NAL0004931601001
PINION, LLC
Form 5500
FILING_RECEIVED
PINION, LLC CAFETERIA PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
450
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 PINION, LLC.
Plan sponsor
Name
PINION, LLC
EIN
48-0567703
Address
P.O. BOX 2086 · SALINA, KS · 674022086
Phone
—
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF KANSAS | 48-0952857 | — | NONE | $427K | — |
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.
Related plans
Other plans using BLUE CROSS BLUE SHIELD OF KANSAS
KANSAS BANKERS ASSOCIATION
HEALTH BENEFIT PLAN FOR MEMBERS OF THE KANSAS BANKERS ASSOCIATION
$33.1M · 10,475 participants
KANSAS BUILDING TRADES OPEN END HEALTH AND WELFARE TRUST FUND
KANSAS BUILDING TRADES OPEN END HEALTH AND WELFARE TRUST FUND
$31.9M · 765 participants
KANSAS INDEPENDENT COLLEGE ASSOCIATION
KANSAS INDEPENDENT COLLEGE FOUNDATION POOLED EMPLOYEE HEALTH PLAN
$1.7M · 1,230 participants
KANSAS TURNPIKE AUTHORITY
KANSAS TURNPIKE AUTHORITY
— · 326 participants
MIZE CPAS INC.
MIZE CPAS INC. EMPLOYEE MEDICAL BENEFIT PLAN
— · 212 participants
NEX-TECH WIRELESS, LLC
NEX-TECH WIRELESS, LLC
— · 298 participants
Similar-size CPA Offices plans
SHERIDAN CPA LLP
SHERIDAN CPA LLP 401(K) PROFIT SHARING PLAN & TRUST
$0
EISNERAMPER LLP
EISNERAMPER LLP CASH BALANCE PLAN
$0
OSWALT, TEEL AND FRANKLIN CPAS
OSWALT, TEEL, AND FRANKLIN CPAS CASH BALANCE PLAN
$0
SHIMIZU & SHIMIZU, CPAS, PS
SHIMIZU & SHIMIZU CPAS 401K PROFIT SHARING PLAN
$0
BRUCE ASHFORD, CPA
BRUCE ASHFORD, CPA 401(K) PLAN
$0
MORIARTY & MALASPINA, CPAS
MORIARTY & MALASPINA, CPAS PROFIT SHARING PLAN
$0
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants