Original filing (PDF)20250327091924NAL0017299857001

PHOENIX SERVICES

Name: PHOENIX SERVICES — PHOENIX SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)
Creator: PHOENIX SERVICES

Form 5500-SF

FILING_RECEIVED

PHOENIX SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$923

Net assets (EOY)

$208

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 PHOENIX SERVICES.

Plan sponsor

Name

PHOENIX SERVICES

EIN

81-5103888all filings

Address

2555 SPADE RD · UNIONTOWN, OH · 44685

Phone

(330) 603-2420

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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 Electrical Contractors plans

PRIETO ELECTRIC

PRIETO ELECTRIC 401K PLAN

$921 · 7 participants

EVAN & RYAN ELECTRICAL CONTRACTORS, INC.

EVAN & RYAN ELECTRICAL CONTRACTORS, INC. CBIN BENEFIT PLAN

$929 · 2 participants

HEARTLAND BUILDING GROUP

HEARTLAND BUILDING GROUP SOCA BENEFIT PLAN

$917 · 4 participants

SPYDER CABLE SERVICES INC

SPYDER CABLE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$931 · 2 participants

WILLIAMS ELECTRIC AND HOME & BUSINESS MAINTENANCE

WILLIAMS ELECTRIC AND HOME & BUSINESS MAINTENANCE MCF BENEFIT PLAN

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