Ohio Operating Engineers Education And Safety Fund — Form 5500 plan (Ohio Operating Engineers Education And Safety Fund)
Plain-English plan 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, Ohio Operating Engineers Education And Safety Fund is a benefit plan reported by Ohio Operating Engineers Education And Safety Fund under EIN 23-7258099 and plan number 501. The latest loaded filing year is 2023. The filing reports 869 participants and $2,675,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Operating Engineers Education And Safety Fund
- EIN
- 23-7258099
- Plan number
- 501
- Plan type
- 1
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 869
- End-of-year plan assets
- $2,675,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 869 | H, C | 20250228150130NAL0000653939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,675,696
- Total liabilities (EOY)
- $107,057
- Net assets (EOY)
- $2,568,639
- Net assets (BOY)
- $2,433,815
Income & contributions
- Employer contributions
- $1,464,754
- Total contributions
- $1,464,754
- Total income / additions
- $1,558,347
Expenses & distributions
- Benefits paid
- $1,235,047
- Administrative expenses
- $188,476
- Total expenses
- $1,423,523
- Net increase / (decrease)
- $134,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Melissa Hanna | EMPLOYEE | $30,741 | not reported in the loaded dataset | 2023 |
| Carol Wilson | EMPLOYEE | $17,730 | not reported in the loaded dataset | 2023 |
| Amelia Boehmer | EMPLOYEE | $11,313 | not reported in the loaded dataset | 2023 |
| Stacey Barker | EMPLOYEE | $11,243 | not reported in the loaded dataset | 2023 |
| C&P Advisors LLC | not reported in the loaded dataset | $8,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Operating Engineers Education And Safety Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Melissa Hanna — Schedule C compensation
- Carol Wilson — Schedule C compensation
- Amelia Boehmer — Schedule C compensation
- Stacey Barker — Schedule C compensation
- C&P Advisors LLC — Schedule C compensation