Original filing (PDF)20260216161247NAL0006134770001

MORGAN UBIF

Name: MORGAN UBIF — MORGAN UBIF WELFARE PLAN, Form 5500 (2024)
Creator: MORGAN UBIF

Form 5500-SF

FILING_RECEIVED

MORGAN UBIF WELFARE PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORGAN UBIF.

Plan sponsor

Name

MORGAN UBIF

EIN

82-5243811

Address

1200 MICHIGAN AVE · SUITE G · WATERVILLE, OH · 43566

Phone

(419) 822-7237

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

NORTHWEST OHIO BUSINESS ALLIANCE HEALTH & WELLNESS TRUST

EIN

88-1977111

City

SYLVANIA, OH

Phone

(419) 882-2135

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-16

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

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

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