Central Ohio Ufcw Unions And Retail Employers Pension Plan — Form 5500 plan (Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio)
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, Central Ohio Ufcw Unions And Retail Employers Pension Plan is a benefit plan reported by Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio under EIN 31-6089169 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,998 participants and $54,317,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio
- EIN
- 31-6089169
- Plan number
- 001
- Plan type
- 1
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 4,998
- End-of-year plan assets
- $54,317,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,998 | H, C | 20241015191558NAL0029476241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,317,084
- Total liabilities (EOY)
- $70,395
- Net assets (EOY)
- $54,246,689
- Net assets (BOY)
- $51,841,137
Income & contributions
- Employer contributions
- $3,323,030
- Total contributions
- $3,323,030
- Total income / additions
- $7,560,928
Expenses & distributions
- Benefits paid
- $4,445,792
- Administrative expenses
- $709,584
- Total expenses
- $5,155,376
- Net increase / (decrease)
- $2,405,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heartland Benefit Plan Administrato | NONE | $198,816 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $78,045 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Van Deuren S.C. | NONE | $63,975 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Service | NONE | $53,548 | $0 | 2023 |
| Sikich Llp | NONE | $48,494 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services, In | NONE | $0 | $4,550 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Heartland Benefit Plan Administrato — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Reinhart, Boerner, Van Deuren S.C. — Schedule C compensation
- Fifth Third Bank Retirement Service — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation