How big is Coordinated Benefits, Ltd.'s plan?

Coordinated Benefits, Ltd.'s plan reported $1.3M in assets and 1 participants for 2023.

Original filing (PDF)20240429105713NAL0020791842001

Coordinated Benefits, Ltd.

Name: Coordinated Benefits, Ltd. — Coordinated Benefits, Form 5500 (2023)
Creator: Coordinated Benefits, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coordinated Benefits, Ltd. 401(k) Plan

401(k) retirement plan · Coordinated Benefits, Ltd.'s Coordinated Benefits, Ltd. 401(k) Plan held $1.3M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Allan Oxman signed Coordinated Benefits, Ltd.'s 2023 Form 5500 as plan administrator.

Allan Oxman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coordinated Benefits, Ltd.'s EIN is 56-1356605.

EIN 56-1356605

Plan number 001

Plan year 2023

ACK ID 20240429105713NAL0020791842001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Coordinated Benefits, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Coordinated Benefits, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COORDINATED BENEFITS, LTD..

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

COORDINATED BENEFITS, LTD.

EIN

all filings

Address

2823 PROVIDENCE RD UNIT 312 · CHARLOTTE, NC · 28211

Phone

(704) 906-5754

Industry

Finance & Insurance

Plan administrator