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Filters:EIN 314269414 Clear all

Companies

companyOhio Education Association
$206.2Mreported plan assets
EIN: 31-4269414Location: OHPlans: 4Participants: 1,053Latest: 2023
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Plans

planOhio Education Association Union Pension PlanFinancial statementProvider compensation2023 filing
$89.2Mreported assets (EOY)
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 001Participants: 230Assets: $89,238,046Net assets: $89.2MAssets / participant: $388KLocation: Columbus, OHLatest: 2023
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planOhio Education Association Employees 401(K) Savings PlanFinancial statementProvider compensation2023 filing
$88.3Mreported assets (EOY)
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 004Participants: 225Assets: $88,307,868Net assets: $88.3MAssets / participant: $392.5KLocation: Columbus, OHLatest: 2023
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planOhio Education Association Group Benefit PlanFinancial statementProvider compensation2023 filing
$18Mreported assets (EOY)
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 510Participants: 363Assets: $18,026,895Net assets: $18MAssets / participant: $49.7KLocation: Columbus, OHLatest: 2023
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planOhio Education Association Retiree Benefits PlanFinancial statementProvider compensation2023 filing
$10.6Mreported assets (EOY)
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 511Participants: 235Assets: $10,584,400Net assets: $10.6MAssets / participant: $45KLocation: Columbus, OHLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Ohio Education Association Union Pension Plan
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 001Ack ID: 20250319102554NAL0008305232001
filing2023 Form 5500 — Ohio Education Association Employees 401(K) Savings Plan
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 004Ack ID: 20240708114413NAL0026275730001
filing2023 Form 5500 — Ohio Education Association Group Benefit Plan
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 510Ack ID: 20250319130558NAL0003550019001
filing2023 Form 5500 — Ohio Education Association Retiree Benefits Plan
Sponsor: Ohio Education AssociationEIN: 31-4269414Plan: 511Ack ID: 20250213051423NAL0038835536001