Ohio Education Association Group Benefit 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 Group Benefit Plan is a benefit plan reported by Ohio Education Association under EIN 31-4269414 and plan number 510. The latest loaded filing year is 2023. The filing reports 363 participants and $18,026,895 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
- 510
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $18,026,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20250319130558NAL0003550019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,026,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,026,895
- Net assets (BOY)
- $15,800,289
Income & contributions
- Employer contributions
- $7,279,849
- Participant contributions
- $592,689
- Total contributions
- $7,872,538
- Total income / additions
- $10,194,109
Expenses & distributions
- Benefits paid
- $7,804,472
- Administrative expenses
- $163,031
- Total expenses
- $7,967,503
- Net increase / (decrease)
- $2,226,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Benefits Consulting | NONE | $55,215 | not reported in the loaded dataset | 2023 |
| Capfinancial | NONE | $46,466 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $23,100 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Custom Design Benefits | NONE | $8,157 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $5,399 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Education Association
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Usi Benefits Consulting — Schedule C compensation
- Capfinancial — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Custom Design Benefits — Schedule C compensation
- Matrix Trust Company — Schedule C compensation