Original filing (PDF)20240730141807NAL0031983040001

VELA INVESTMENT MANAGEMENT

Name: VELA INVESTMENT MANAGEMENT — VELA INVESTMENT MANAGEMENT SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: VELA INVESTMENT MANAGEMENT

Form 5500-SF

FILING_RECEIVED

VELA INVESTMENT MANAGEMENT SOCA BENEFIT 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 VELA INVESTMENT MANAGEMENT.

Plan sponsor

Name

VELA INVESTMENT MANAGEMENT

EIN

84-3778213

Address

220 MARKET ST STE 200 · NEW ALBANY, OH · 43054

Phone

(614) 653-0974

Industry

Finance & Insurancesee 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

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

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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