2023 Form 5500 filing — Ohio Education Association Employees 401(K) Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708114413NAL0026275730001) for Ohio Education Association Employees 401(K) Savings Plan, reported by Ohio Education Association under EIN 31-4269414 and plan number 004. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$88.3MReported net assets$88,307,868

Participants225

Provider compensation$152.5K2 Schedule C row(s)$152,470

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240708114413NAL0026275730001
Plan sponsor: Ohio Education Association
EIN: 31-4269414
Plan number: 004
Location: Columbus, OH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$88.3M total assets

Net assets$88.3MLiabilities$0

Money in vs. money out

Total income / additions$18.4M

Total expenses$3.4M

Benefits paid / distributions$3.3M

Contributions

Employer$3.8M

Participant$1.8M

Full reported line items

Total assets (EOY): $88,307,868
Total liabilities (EOY): $0
Net assets (EOY): $88,307,868
Employer contributions: $3,810,081
Participant contributions: $1,801,323
Total income / additions: $18,359,791
Benefits paid: $3,256,216
Administrative expenses: $152,470
Total expenses: $3,408,686
Net increase / (decrease): $14,951,105

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners, LLC$93.3K
RETAINED BY CLIENT · Direct $93.3K
2
John Hancock Retirement Plan Svcs$59.1K
RETAINED BY EMPLOYER · Direct $59.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708114413NAL0026275730001 cover?: It is the 2023 Form 5500 filing for Ohio Education Association Employees 401(K) Savings Plan, reported by Ohio Education Association (EIN 31-4269414).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).