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Original filing (PDF)20250715114305NAL0001276323001
CHAMBER BENEFIT ARRANGEMENT OF INDIANA TRUST
Form 5500
FILING_RECEIVED
CHAMBER BENEFIT ARRANGEMENT OF INDIANA TRUST
Employee benefit plan
Signals · 2
~5343 bps in Sched C fees7 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$16.4M
Net assets (EOY)
$5.3M
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 5343 bps in Schedule C fees — 18323% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMBER BENEFIT ARRANGEMENT OF INDIANA TRUST.
Plan sponsor
Name
CHAMBER BENEFIT ARRANGEMENT OF INDIANA TRUST
EIN
83-6614110
Address
115 W WASHINGTON STREET, SUITE 850S · INDIANAPOLIS, IN · 462043499
Phone
(317) 264-3794
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Audit & trust (Schedule H)
Auditor
MALONEY + NOVOTNY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | N/A | $7.6M | — |
| CONSOLIPLEX INDIANA BENEFITS | 84-3872514 | — | N/A | $994K | — |
| NAVIA BENEFIT SOLUTIONS | 91-1467758 | — | N/A | $82K | — |
| MALONEY + NOVOTNY LLC | 34-0677006 | — | N/A | $41K | — |
| BOSE MCKINNEY & EVANS LLP | 35-0957980 | — | N/A | $31K | — |
| HUNTINGTON NATIONAL BANK | 31-0966785 | — | N/A | $8K | — |
| OPTUM | 41-1858498 | — | N/A | $7K | — |
Investments
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.