Oldc-Ohio Contractors Association Insurance Fund — Form 5500 plan (Oldc-Ohio Contractors Association Insurance 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, Oldc-Ohio Contractors Association Insurance Fund is a benefit plan reported by Oldc-Ohio Contractors Association Insurance Fund under EIN 31-6052984 and plan number 501. The latest loaded filing year is 2023. The filing reports 17,454 participants and $213,250,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oldc-Ohio Contractors Association Insurance Fund
- EIN
- 31-6052984
- Plan number
- 501
- Plan type
- 1
- Location
- Westerville, OH
- Latest filing year
- 2023
- Participants
- 17,454
- End-of-year plan assets
- $213,250,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,454 | H, C | 20241015213328NAL0029707105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $213,250,085
- Total liabilities (EOY)
- $130,048,161
- Net assets (EOY)
- $83,201,924
- Net assets (BOY)
- $85,799,385
Income & contributions
- Employer contributions
- $181,933,424
- Participant contributions
- $13,012,597
- Total contributions
- $194,946,021
- Total income / additions
- $215,665,544
Expenses & distributions
- Benefits paid
- $208,671,799
- Administrative expenses
- $9,591,206
- Total expenses
- $218,263,005
- Net increase / (decrease)
- -$2,597,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | not reported in the loaded dataset | $6,756,527 | not reported in the loaded dataset | 2023 |
| Laborers District Council Pension F | not reported in the loaded dataset | $1,943,498 | not reported in the loaded dataset | 2023 |
| Sword Health | not reported in the loaded dataset | $162,688 | $0 | 2023 |
| Matthew Archer | EMPLOYEE | $100,398 | not reported in the loaded dataset | 2023 |
| Amy Toy | EMPLOYEE | $96,831 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | not reported in the loaded dataset | $86,221 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $83,000 | $0 | 2023 |
| Beach Point Capital Management | not reported in the loaded dataset | $74,285 | not reported in the loaded dataset | 2023 |
| Jennifer Hall | EMPLOYEE | $69,371 | not reported in the loaded dataset | 2023 |
| Brian Gaston | EMPLOYEE | $68,204 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi | not reported in the loaded dataset | $55,855 | not reported in the loaded dataset | 2023 |
| Mangano Law Offices Co, Lpa | not reported in the loaded dataset | $54,492 | not reported in the loaded dataset | 2023 |
| Christina Myers | EMPLOYEE | $52,684 | not reported in the loaded dataset | 2023 |
| National Vision Administrators | not reported in the loaded dataset | $51,856 | not reported in the loaded dataset | 2023 |
| Colleen Meyers | EMPLOYEE | $49,509 | not reported in the loaded dataset | 2023 |
| William Brown | EMPLOYEE | $48,921 | not reported in the loaded dataset | 2023 |
| State Street Global Investors | not reported in the loaded dataset | $38,774 | not reported in the loaded dataset | 2023 |
| Alexis Nye | EMPLOYEE | $35,115 | not reported in the loaded dataset | 2023 |
| James Baumhackl | EMPLOYEE | $33,765 | not reported in the loaded dataset | 2023 |
| Jeffrey Wood | EMPLOYEE | $31,617 | not reported in the loaded dataset | 2023 |
| Daniel Mossgrove | EMPLOYEE | $30,299 | not reported in the loaded dataset | 2023 |
| Samantha Mitchell | EMPLOYEE | $28,511 | not reported in the loaded dataset | 2023 |
| Megan Wilson | EMPLOYEE | $28,076 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic And Scott Llp | not reported in the loaded dataset | $27,619 | not reported in the loaded dataset | 2023 |
| Jennifer Adkins | EMPLOYEE | $27,386 | not reported in the loaded dataset | 2023 |
| Eric Williams | EMPLOYEE | $26,016 | not reported in the loaded dataset | 2023 |
| Cheryl Hemker | EMPLOYEE | $25,871 | not reported in the loaded dataset | 2023 |
| Keith Richardson | EMPLOYEE | $23,979 | not reported in the loaded dataset | 2023 |
| Suzannah Uhrig | EMPLOYEE | $23,922 | not reported in the loaded dataset | 2023 |
| Neofunds | not reported in the loaded dataset | $22,675 | not reported in the loaded dataset | 2023 |
| William Uhl | EMPLOYEE | $21,316 | not reported in the loaded dataset | 2023 |
| Nicholas Colopy | EMPLOYEE | $19,930 | not reported in the loaded dataset | 2023 |
| Proforma | not reported in the loaded dataset | $18,386 | not reported in the loaded dataset | 2023 |
| Part D Advisors | not reported in the loaded dataset | $17,636 | not reported in the loaded dataset | 2023 |
| Ryan Mills | EMPLOYEE | $16,368 | not reported in the loaded dataset | 2023 |
| Dawn Mills | EMPLOYEE | $16,029 | not reported in the loaded dataset | 2023 |
| Tricia Beair-Watson | EMPLOYEE | $15,777 | not reported in the loaded dataset | 2023 |
| Steve Guilkey | EMPLOYEE | $12,039 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Purchase Power | not reported in the loaded dataset | $11,964 | not reported in the loaded dataset | 2023 |
| Ralph Scurry | EMPLOYEE | $10,411 | not reported in the loaded dataset | 2023 |
| Nathan Campolo | EMPLOYEE | $9,979 | not reported in the loaded dataset | 2023 |
| Open Edge | not reported in the loaded dataset | $6,530 | not reported in the loaded dataset | 2023 |
| Cancer Study Group | not reported in the loaded dataset | $5,355 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oldc-Ohio Contractors Association Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westerville, OH
- Anthem — Schedule C compensation
- Laborers District Council Pension F — Schedule C compensation
- Sword Health — Schedule C compensation
- Matthew Archer — Schedule C compensation
- Amy Toy — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Beach Point Capital Management — Schedule C compensation
- Jennifer Hall — Schedule C compensation
- Brian Gaston — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation
- Ciuni & Panichi — Schedule C compensation
- Mangano Law Offices Co, Lpa — Schedule C compensation
- Christina Myers — Schedule C compensation
- National Vision Administrators — Schedule C compensation
- Colleen Meyers — Schedule C compensation
- William Brown — Schedule C compensation
- State Street Global Investors — Schedule C compensation
- Alexis Nye — Schedule C compensation
- James Baumhackl — Schedule C compensation
- Jeffrey Wood — Schedule C compensation
- Daniel Mossgrove — Schedule C compensation
- Samantha Mitchell — Schedule C compensation
- Megan Wilson — Schedule C compensation
- Meyer Unkovic And Scott Llp — Schedule C compensation
- Jennifer Adkins — Schedule C compensation
- Eric Williams — Schedule C compensation
- Cheryl Hemker — Schedule C compensation
- Keith Richardson — Schedule C compensation
- Suzannah Uhrig — Schedule C compensation
- Neofunds — Schedule C compensation
- William Uhl — Schedule C compensation
- Nicholas Colopy — Schedule C compensation
- Proforma — Schedule C compensation
- Part D Advisors — Schedule C compensation
- Ryan Mills — Schedule C compensation
- Dawn Mills — Schedule C compensation
- Tricia Beair-Watson — Schedule C compensation
- Steve Guilkey — Schedule C compensation
- Pitney Bowes Purchase Power — Schedule C compensation
- Ralph Scurry — Schedule C compensation
- Nathan Campolo — Schedule C compensation
- Open Edge — Schedule C compensation
- Cancer Study Group — Schedule C compensation