2023 Form 5500 filing — Ohio Bankers Benefits Trust
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 20241118080846NAL0000741603001) for Ohio Bankers Benefits Trust, reported by Ohio Bankers Benefits Trust under EIN 31-6172509 and plan number 501. It reports 2,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118080846NAL0000741603001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ohio Bankers Benefits Trust
- EIN
- 31-6172509
- Plan number
- 501
- Location
- Columbus, OH
- Participants
- 2,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,435,978
- Total liabilities (EOY)
- $6,187,339
- Net assets (EOY)
- $5,248,639
- Employer contributions
- $34,256,767
- Total income / additions
- $34,831,219
- Benefits paid
- $41,205,970
- Administrative expenses
- $2,685,950
- Total expenses
- $43,891,920
- Net increase / (decrease)
- -$9,060,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Diamond Consulting Group | NONE | $179,976 | not reported in the loaded dataset |
| Businessolvers | NONE | $179,216 | not reported in the loaded dataset |
| Consoliplex | NONE | $154,000 | not reported in the loaded dataset |
| Maloney + Novotny,LLC | NONE | $41,000 | not reported in the loaded dataset |