Original filing (PDF)20250327131714NAL0009363203001

ALTUS DIRECT HEALTH LLC

Name: ALTUS DIRECT HEALTH LLC — ALTUS DIRECT HEALTH LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: ALTUS DIRECT HEALTH LLC

Form 5500-SF

FILING_RECEIVED

ALTUS DIRECT HEALTH LLC SOCA BENEFIT PLAN

Health & welfare plan

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 ALTUS DIRECT HEALTH LLC.

Plan sponsor

Name

ALTUS DIRECT HEALTH LLC

EIN

84-3456421

Address

3055 CLEVELAND AVE · SUITE B · COLUMBUS, OH · 43224

Phone

(614) 525-0092

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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

Related plans

Similar-size Health Care & Social Assistance plans

BRIARWOOD INSURANCE SERVICES INC

BRIARWOOD INSURANCE SERVICES

GIPE AUTO COLOR

GIPE AUTO COLOR CBS BENEFIT PLAN

CENTRAL EMERGENCY PHYSICIANS PSC

CENTRAL EMERGENCY PHYSICIANS PSC CBS BENEFIT PLAN

DAVID FRENCH MD, PSC

DAVID FRENCH MD, PSC CBS BENEFIT PLAN

EMERGIMED, INC

EMERGIMED, INC OSMA BENEFIT PLAN