Back to filter
Original filing (PDF)20240725091508NAL0008106067001
CZ-USA
Form 5500
FILING_RECEIVED
HEALTH PLAN
Health & welfare plan
Signals · 3
Late filing · 8.3 moNo auditor on fileNo recordkeeper disclosed
Active participants
155
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 8.3 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 CZ-USA.
Plan sponsor
Name
CZ-USA
EIN
77-0445408
Address
3341 N 7TH STREET TRAFFICWAY · KANSAS CITY, KS · 66115
Phone
(913) 321-1811
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-07-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
4R · Unfunded, Fully Insured, or Combination
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Wholesale Trade plans
VANGUARD ARMS
VANGUARD ARMS 401(K) PLAN
$0
EARLY & MODERN FIREARMS CO INC
EARLY & MODERN FIREARMS CO INC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 3 participants
TICA USA, INC
TICA USA, INC 401(K) P/S PLAN
$0
SIGMAX AMERICA INC.
SIGMAX AMERICA INC. 401K PLAN
$0
NCSG
NCSG 401(K) PLAN
$0
CAROLINA FLYING DISCS, INC. DBA INNOVA DISC GOLF
CAROLINA FLYING DISCS, INC. CASH BALANCE PENSION PLAN
$0
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants