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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
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 KEVIN M. CASEY MD APMC.
Plan sponsor
Name
KEVIN M. CASEY MD APMC
EIN
82-5161747
Address
2621 DE LA VINA STREET · SANTA BARBARA, CA · 93105
Phone
(909) 477-1466
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-03-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
