Original filing (PDF)20251229132407NAL0017719841001

CHAS H BILZ INSURANCE

Name: CHAS H BILZ INSURANCE — CHAS H BILZ INSURANCE CBS BENEFIT PLAN, Form 5500 (2024)
Creator: CHAS H BILZ INSURANCE

Form 5500-SF

FILING_RECEIVED

CHAS H BILZ INSURANCE CBS BENEFIT 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 CHAS H BILZ INSURANCE.

Plan sponsor

Name

CHAS H BILZ INSURANCE

EIN

61-0576609all filings

Address

909 WRIGHT SUMMIT PKWY · SUITE 210 · COVINGTON, KY · 41011

Phone

(859) 431-1235

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

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 Insurance Agencies & Brokerages plans

HEARTLAND FINANCIAL GROUP

HEARTLAND FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN

MAHORSKY GROUP, INC.

MAHORSKY GROUP, INC. 401(K) PLAN

ABBM COMPANY, LLC

ABBM COMPANY, LLC 401(K) PLAN

RDK ADVISORS, LLC

RDK ADVISORS 401(K) PLAN

$0 · 3 participants

ZACHARY A GREEN

GREEN INSURANCE AGENCY RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.