Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan — Form 5500 plan (Ohio Operating Engineers Health & Welfare Plan)

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 Health & Welfare Staff Emps Pension Plan is a benefit plan reported by Ohio Operating Engineers Health & Welfare Plan under EIN 31-4446857 and plan number 001. The latest loaded filing year is 2023. The filing reports 52 participants and $12,377,344 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.4MPlan net assets, end of year$12,377,344
Participants52Covered participants reported
Assets / participant$238KComputed: assets ÷ participants$238,026 (computed)
Provider compensationNone reported
Plan sponsor
Ohio Operating Engineers Health & Welfare Plan
EIN
31-4446857
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202352I20250228153130NAL0001318577001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$640.5K
Benefits paid / distributions$640.5K
Full reported line items

Net assets

Total assets (EOY)
$12,377,344
Net assets (EOY)
$12,377,344
Net assets (BOY)
$11,651,920

Income & contributions

Total income / additions
$1,365,973

Expenses & distributions

Benefits paid
$640,549
Total expenses
$640,549
Net increase / (decrease)
$725,424
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income47%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages