Original filing (PDF)20231227141112NAL0005118259001

BEREA CEMETERY INC.

Name: BEREA CEMETERY INC. — BEREA CEMETERY INC. CBS BENEFIT PLAN, Form 5500 (2022)
Creator: BEREA CEMETERY INC.

Form 5500-SF

FILING_RECEIVED

BEREA CEMETERY INC. CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 BEREA CEMETERY INC..

Plan sponsor

Name

BEREA CEMETERY INC.

EIN

61-0132053

Address

500 OAK GROVE COURT · BEREA, KY · 40403

Phone

(859) 986-2820

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

SHAWNA BURTON

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-27

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

WOODLAWN CEMETERY

WOODLAWN CEMETERY SOCA BENEFIT PLAN

TMJ CEMETERY CORP

TMJ CEMETERY CORP 401K

INTEGRA MANAGEMENT GROUP, INC.

INTEGRA MANAGEMENT GROUP, INC. GCF BENEFIT PLAN

OAK LAWN CEMETERY

OAK LAWN CEMETERY RESTATED PENSION TRUST

MOUNT ARARAT CEMETERY, INC.

MOUNT ARARAT CEMETERY, INC. DEFINED BENEFIT PLAN