2023 Form 5500 filing — Ohio Operating Engineers Education And Safety Fund
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 20250228150130NAL0000653939001) for Ohio Operating Engineers Education And Safety Fund, reported by Ohio Operating Engineers Education And Safety Fund under EIN 23-7258099 and plan number 501. It reports 869 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228150130NAL0000653939001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ohio Operating Engineers Education And Safety Fund
- EIN
- 23-7258099
- Plan number
- 501
- Location
- Columbus, OH
- Participants
- 869
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,675,696
- Total liabilities (EOY)
- $107,057
- Net assets (EOY)
- $2,568,639
- Employer contributions
- $1,464,754
- Total income / additions
- $1,558,347
- Benefits paid
- $1,235,047
- Administrative expenses
- $188,476
- Total expenses
- $1,423,523
- Net increase / (decrease)
- $134,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Melissa Hanna | EMPLOYEE | $30,741 | not reported in the loaded dataset |
| Carol Wilson | EMPLOYEE | $17,730 | not reported in the loaded dataset |
| Amelia Boehmer | EMPLOYEE | $11,313 | not reported in the loaded dataset |
| Stacey Barker | EMPLOYEE | $11,243 | not reported in the loaded dataset |
| C&P Advisors LLC | not reported in the loaded dataset | $8,625 | not reported in the loaded dataset |