Original filing (PDF)20241230093143NAL0017119073001

VOCATIONAL ECONOMICS INC

Name: VOCATIONAL ECONOMICS INC — VOCATIONAL ECONOMICS INC CBS BENEFIT PLAN, Form 5500 (2023)
Creator: VOCATIONAL ECONOMICS INC

Form 5500-SF

FILING_RECEIVED

VOCATIONAL ECONOMICS INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOCATIONAL ECONOMICS INC.

Plan sponsor

Name

VOCATIONAL ECONOMICS INC

EIN

61-0944083

Address

220 WEST MAIN ST · SUITE 2150 · LOUISVILLE, KY · 40202

Phone

(502) 589-0995

Industry

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

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-12-30

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 Finance & Insurance plans

DANNY HUMPHREYS INSURANCE AGENCY, INC

DHIAI 401(K) PLAN

MG TRANSPORT SERVICES, LLC

M/G TRANSPORT SERVICES, LLC 401(K) PLAN

LUMBERMEN'S UNDERWRITING ALLIANCE IN RECEIVERSHIP

LUMBERMEN'S UNDERWRITING ALLIANCE IN RECEIVERSHIP 401(K) PLAN

CENTAURI SPECIALTY MANAGERS INC.

CENTAURI SPECIALTY MANAGERS IN 401(K) PROFIT SHARING PLAN AND TRUST

BOB SOUZA JR INSURANCE AGENCY INC

BOB SOUZA JR INSURANCE AGENCY INC DEFINED BENEFIT PLAN