Original filing (PDF)20240712211831NAL0039408770001

BENNETT & ASSOCIATES AGENCY

Name: BENNETT & ASSOCIATES AGENCY — BENNETT & ASSOCIATES AGENCY MEDOVA LIFESTYLE HEALTH PLAN, Form 5500 (2022)
Creator: BENNETT & ASSOCIATES AGENCY

Form 5500-SF

FILING_RECEIVED

BENNETT & ASSOCIATES AGENCY MEDOVA LIFESTYLE HEALTH PLAN

Health & welfare plan

Signals · 1

Late filing · 7.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

-$130

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

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 BENNETT & ASSOCIATES AGENCY.

Plan sponsor

Name

BENNETT & ASSOCIATES AGENCY