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Original filing (PDF)20240117132932NAL0001200723001
CO-ALLIANCE, LLP
Form 5500
FILING_RECEIVED
CO-ALLIANCE, LLP PLAN
Health & welfare plan
Signals · 3
Late filing · 38.0 moNo auditor on fileNo recordkeeper disclosed
Active participants
566
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 38.0 months past the 10.5-month grace window.
- 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 CO-ALLIANCE, LLP.
Plan sponsor
Name
CO-ALLIANCE, LLP
EIN
71-0918736
Address
770 N HIGH SCHOOL RD · INDIANAPOLIS, IN · 462143756
Phone
(317) 215-0717
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2019-04-01
Tax period
2019-12-31
Filed
2024-01-17
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPRINGER INSURANCE INC | — | SULLIVAN, IN | BROKER | $51K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EBSO INC | — | BIRMINGHAM, AL | ADMINISTRATOR | $210K | — |
| THE TRIZETTO GROUP | — | ENGLEWOOD, CO | ADMINISTRATOR | $94K | — |
| ALITHIAS | — | MILWAUKEE, WI | ADMINISTRATOR | $34K | — |
| B&B RISK MANAGEMENT SERVICES | — | NORTH SYRACUSE, NY | ADMINISTRATOR | $28K | — |
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.
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