Plan5500

Ohio Education Association Union Pension Plan — Form 5500 plan (Ohio Education Association)

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 Education Association Union Pension Plan is a benefit plan reported by Ohio Education Association under EIN 31-4269414 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $89,238,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohio Education Association
EIN
31-4269414
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
230
End-of-year plan assets
$89,238,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20250319102554NAL0008305232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,238,046
Total liabilities (EOY)
$0
Net assets (EOY)
$89,238,046
Net assets (BOY)
$89,186,257

Income & contributions

Total contributions
$0
Total income / additions
$8,761,218

Expenses & distributions

Benefits paid
$8,333,213
Administrative expenses
$376,216
Total expenses
$8,709,429
Net increase / (decrease)
$51,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCNONE$146,037not reported in the loaded dataset2023
Slc ManagementNONE$141,977not reported in the loaded dataset2023
Aon ConsultingNONE$43,661not reported in the loaded dataset2023
Matrix Trust CompanyNONE$31,041$02023
Clark, Schaefer, Hackett And Co.NONE$13,500not reported in the loaded dataset2023

Related Form 5500 pages