2023 Form 5500 filing — Ohio Living 403(B) 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 20241007124646NAL0007579123001) for Ohio Living 403(B) Plan, reported by Ohio Living under EIN 34-4429863 and plan number 002. It reports 4,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124646NAL0007579123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Living
- EIN
- 34-4429863
- Plan number
- 002
- Location
- Westerville, OH
- Participants
- 4,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,670,052
- Net assets (EOY)
- $70,670,052
- Participant contributions
- $3,944,066
- Total income / additions
- $13,825,105
- Benefits paid
- $6,864,336
- Administrative expenses
- $248,409
- Total expenses
- $7,120,323
- Net increase / (decrease)
- $6,704,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co | NONE | $248,309 | $0 |
| Voya Retirement Ins. And Annuity Co | not reported in the loaded dataset | not reported in the loaded dataset | $72 |