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Original filing (PDF)20241015131115NAL0014692291001
REPAY MANAGEMENT SERVICES LLC
Form 5500
FILING_RECEIVED
WELFARE HEALTH PLAN - REPAY MANAGEMENT
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
565
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- 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 REPAY MANAGEMENT SERVICES LLC.
Plan sponsor
Name
REPAY MANAGEMENT SERVICES LLC
EIN
83-4172651
Address
5865 OLD LEEDS RD STE A · BIRMINGHAM, AL · 352102170
Phone
(205) 956-1836
Industry
Finance & Insurancesee all
Plan administrator
Name
KENNION & CO, INC.
EIN
47-2506773
City
BIRMINGHAM, AL
Phone
(205) 866-5457
Plan characteristics
Plan number
951
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
LUND ACCOUNTING LLC
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.
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