Original filing (PDF)20231128140844NAL0011332528001

Carillon Advisors

Name: Carillon Advisors — Carillon Advisors SOCA Benefit, Form 5500 (2022)
Creator: Carillon Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carillon Advisors SOCA Benefit Plan

Health & welfare plan · Carillon Advisors' Carillon Advisors SOCA Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 CARILLON ADVISORS.

Plan sponsor

Name

CARILLON ADVISORS

EIN

83-4028950all filings

Address

75 HARBERT DR · BEAVERCREEK, OH · 45440

Phone

(937) 203-3461

Industry

Finance & Insurance

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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

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