2023 Form 5500 filing — Oldc-Ohio Contractors Association Insurance Fund
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 20241015213328NAL0029707105001) for Oldc-Ohio Contractors Association Insurance Fund, reported by Oldc-Ohio Contractors Association Insurance Fund under EIN 31-6052984 and plan number 501. It reports 17,454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213328NAL0029707105001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Oldc-Ohio Contractors Association Insurance Fund
- EIN
- 31-6052984
- Plan number
- 501
- Location
- Westerville, OH
- Participants
- 17,454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $213,250,085
- Total liabilities (EOY)
- $130,048,161
- Net assets (EOY)
- $83,201,924
- Employer contributions
- $181,933,424
- Participant contributions
- $13,012,597
- Total income / additions
- $215,665,544
- Benefits paid
- $208,671,799
- Administrative expenses
- $9,591,206
- Total expenses
- $218,263,005
- Net increase / (decrease)
- -$2,597,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | not reported in the loaded dataset | $6,756,527 | not reported in the loaded dataset |
| Laborers District Council Pension F | not reported in the loaded dataset | $1,943,498 | not reported in the loaded dataset |
| Sword Health | not reported in the loaded dataset | $162,688 | $0 |
| Matthew Archer | EMPLOYEE | $100,398 | not reported in the loaded dataset |
| Amy Toy | EMPLOYEE | $96,831 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | not reported in the loaded dataset | $86,221 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $83,000 | $0 |
| Beach Point Capital Management | not reported in the loaded dataset | $74,285 | not reported in the loaded dataset |
| Jennifer Hall | EMPLOYEE | $69,371 | not reported in the loaded dataset |
| Brian Gaston | EMPLOYEE | $68,204 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset |
| Ciuni & Panichi | not reported in the loaded dataset | $55,855 | not reported in the loaded dataset |
| Mangano Law Offices Co, Lpa | not reported in the loaded dataset | $54,492 | not reported in the loaded dataset |
| Christina Myers | EMPLOYEE | $52,684 | not reported in the loaded dataset |
| National Vision Administrators | not reported in the loaded dataset | $51,856 | not reported in the loaded dataset |
| Colleen Meyers | EMPLOYEE | $49,509 | not reported in the loaded dataset |
| William Brown | EMPLOYEE | $48,921 | not reported in the loaded dataset |
| State Street Global Investors | not reported in the loaded dataset | $38,774 | not reported in the loaded dataset |
| Alexis Nye | EMPLOYEE | $35,115 | not reported in the loaded dataset |
| James Baumhackl | EMPLOYEE | $33,765 | not reported in the loaded dataset |
| Jeffrey Wood | EMPLOYEE | $31,617 | not reported in the loaded dataset |
| Daniel Mossgrove | EMPLOYEE | $30,299 | not reported in the loaded dataset |
| Samantha Mitchell | EMPLOYEE | $28,511 | not reported in the loaded dataset |
| Megan Wilson | EMPLOYEE | $28,076 | not reported in the loaded dataset |
| Meyer Unkovic And Scott Llp | not reported in the loaded dataset | $27,619 | not reported in the loaded dataset |
| Jennifer Adkins | EMPLOYEE | $27,386 | not reported in the loaded dataset |
| Eric Williams | EMPLOYEE | $26,016 | not reported in the loaded dataset |
| Cheryl Hemker | EMPLOYEE | $25,871 | not reported in the loaded dataset |
| Keith Richardson | EMPLOYEE | $23,979 | not reported in the loaded dataset |
| Suzannah Uhrig | EMPLOYEE | $23,922 | not reported in the loaded dataset |
| Neofunds | not reported in the loaded dataset | $22,675 | not reported in the loaded dataset |
| William Uhl | EMPLOYEE | $21,316 | not reported in the loaded dataset |
| Nicholas Colopy | EMPLOYEE | $19,930 | not reported in the loaded dataset |
| Proforma | not reported in the loaded dataset | $18,386 | not reported in the loaded dataset |
| Part D Advisors | not reported in the loaded dataset | $17,636 | not reported in the loaded dataset |
| Ryan Mills | EMPLOYEE | $16,368 | not reported in the loaded dataset |
| Dawn Mills | EMPLOYEE | $16,029 | not reported in the loaded dataset |
| Tricia Beair-Watson | EMPLOYEE | $15,777 | not reported in the loaded dataset |
| Steve Guilkey | EMPLOYEE | $12,039 | not reported in the loaded dataset |
| Pitney Bowes Purchase Power | not reported in the loaded dataset | $11,964 | not reported in the loaded dataset |
| Ralph Scurry | EMPLOYEE | $10,411 | not reported in the loaded dataset |
| Nathan Campolo | EMPLOYEE | $9,979 | not reported in the loaded dataset |
| Open Edge | not reported in the loaded dataset | $6,530 | not reported in the loaded dataset |
| Cancer Study Group | not reported in the loaded dataset | $5,355 | not reported in the loaded dataset |