2023 Form 5500 filing — Central Ohio Ufcw Unions And Retail Employers Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015191558NAL0029476241001) for Central Ohio Ufcw Unions And Retail Employers Pension Plan, reported by Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio under EIN 31-6089169 and plan number 001. It reports 4,998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191558NAL0029476241001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio
- EIN
- 31-6089169
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 4,998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,317,084
- Total liabilities (EOY)
- $70,395
- Net assets (EOY)
- $54,246,689
- Employer contributions
- $3,323,030
- Total income / additions
- $7,560,928
- Benefits paid
- $4,445,792
- Administrative expenses
- $709,584
- Total expenses
- $5,155,376
- Net increase / (decrease)
- $2,405,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heartland Benefit Plan Administrato | NONE | $198,816 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $78,045 | not reported in the loaded dataset |
| Reinhart, Boerner, Van Deuren S.C. | NONE | $63,975 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Service | NONE | $53,548 | $0 |
| Sikich Llp | NONE | $48,494 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $37,500 | not reported in the loaded dataset |
| Segal Select Insurance Services, In | NONE | $0 | $4,550 |