2023 Form 5500 filing — Ohio Afscme Care 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 20241216110007NAL0002770210001) for Ohio Afscme Care Plan, reported by Ohio Afscme Care Plan under EIN 34-6726788 and plan number 501. It reports 22,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216110007NAL0002770210001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ohio Afscme Care Plan
- EIN
- 34-6726788
- Plan number
- 501
- Location
- Cleveland, OH
- Participants
- 22,607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,361,356
- Total liabilities (EOY)
- $1,644,199
- Net assets (EOY)
- $33,717,157
- Employer contributions
- $18,188,188
- Participant contributions
- $20,100
- Total income / additions
- $20,017,641
- Benefits paid
- $15,403,481
- Administrative expenses
- $2,653,861
- Total expenses
- $18,057,342
- Net increase / (decrease)
- $1,960,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wainblat Law LLC | LEGAL | $115,493 | not reported in the loaded dataset |
| John Filak | ADMINISTRATOR | $112,720 | not reported in the loaded dataset |
| Lawson, Eddie | EMPLOYEE | $87,086 | not reported in the loaded dataset |
| Masters Lisa | EMPLOYEE | $83,876 | not reported in the loaded dataset |
| Vicki Johnson | EMPLOYEE | $74,749 | not reported in the loaded dataset |
| Vonita S Gilbert | EMPLOYEE | $67,538 | not reported in the loaded dataset |
| Stephanie M Becker | EMPLOYEE | $66,002 | not reported in the loaded dataset |
| Renee A Johnson | EMPLOYEE | $62,751 | not reported in the loaded dataset |
| Jl Associates, Inc. | AUDITOR | $59,000 | not reported in the loaded dataset |
| Brenda Jackson | EMPLOYEE | $58,942 | not reported in the loaded dataset |
| Rachael A Bergkessel | EMPLOYEE | $58,402 | not reported in the loaded dataset |
| Mollett Cindy | EMPLOYEE | $54,685 | not reported in the loaded dataset |
| Patricia Harrison | EMPLOYEE | $52,936 | not reported in the loaded dataset |
| Leslie Davis | EMPLOYEE | $49,771 | not reported in the loaded dataset |
| Jolieka Graham | EMPLOYEE | $24,321 | not reported in the loaded dataset |
| Rae L Borders | EMPLOYEE | $20,486 | not reported in the loaded dataset |
| The Huntington Trust | INVESTMENT ADVISORS | $14,567 | not reported in the loaded dataset |
| Merill Lynch | BROCKER | $8,248 | not reported in the loaded dataset |
| Angela Plona | EMPLOYEE | $6,956 | not reported in the loaded dataset |