2023 Form 5500 filing — Ohio Operating Engineers Health And Welfare 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 20250228151733NAL0000669139001) for Ohio Operating Engineers Health And Welfare Plan, reported by Ohio Operating Engineers Health And Welfare Plan under EIN 31-4446857 and plan number 501. It reports 13,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228151733NAL0000669139001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ohio Operating Engineers Health And Welfare Plan
- EIN
- 31-4446857
- Plan number
- 501
- Location
- Columbus, OH
- Participants
- 13,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,286,840
- Total liabilities (EOY)
- $207,736,833
- Net assets (EOY)
- -$42,449,993
- Employer contributions
- $162,940,488
- Participant contributions
- $12,608,072
- Total income / additions
- $165,216,698
- Benefits paid
- $179,601,790
- Administrative expenses
- $2,602,791
- Total expenses
- $182,204,581
- Net increase / (decrease)
- -$16,987,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross And Blue Shield | not reported in the loaded dataset | $4,754,575 | not reported in the loaded dataset |
| Loomis, Sayles & Company | not reported in the loaded dataset | $303,976 | not reported in the loaded dataset |
| Lifeline Screening | not reported in the loaded dataset | $167,744 | not reported in the loaded dataset |
| Caremark Prescription Service | not reported in the loaded dataset | $85,959 | not reported in the loaded dataset |
| Blueteam Networks | not reported in the loaded dataset | $84,429 | not reported in the loaded dataset |
| Tolley, Timothy | EMPLOYEE | $75,004 | not reported in the loaded dataset |
| Ledbetter Partners LLC | not reported in the loaded dataset | $72,921 | not reported in the loaded dataset |
| Wilson, Carol | EMPLOYEE | $67,374 | not reported in the loaded dataset |
| C&P Advisors LLC | not reported in the loaded dataset | $60,655 | not reported in the loaded dataset |
| Mcgaffe, Tracy | EMPLOYEE | $59,056 | not reported in the loaded dataset |
| Vorys Sater Seymour And Pease | not reported in the loaded dataset | $56,868 | not reported in the loaded dataset |
| Cramer, James | EMPLOYEE | $47,724 | not reported in the loaded dataset |
| Helmick, Justin S. | EMPLOYEE | $47,490 | not reported in the loaded dataset |
| Wise, Sherry | EMPLOYEE | $43,247 | not reported in the loaded dataset |
| Barker, Stacey J. | EMPLOYEE | $42,724 | not reported in the loaded dataset |
| Execu-Clean | not reported in the loaded dataset | $42,506 | not reported in the loaded dataset |
| Starkey, Danielle | EMPLOYEE | $41,627 | not reported in the loaded dataset |
| Dawson Resources | not reported in the loaded dataset | $41,301 | not reported in the loaded dataset |
| Bisciotti, Ashley | EMPLOYEE | $34,020 | not reported in the loaded dataset |
| Stevens, Victoria | EMPLOYEE | $31,668 | not reported in the loaded dataset |
| Luli, Braden | EMPLOYEE | $30,877 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting, I | not reported in the loaded dataset | $30,750 | not reported in the loaded dataset |
| Soltesz, Troy | EMPLOYEE | $30,630 | not reported in the loaded dataset |
| Pullins, Kim | EMPLOYEE | $29,741 | not reported in the loaded dataset |
| Environmental Management | not reported in the loaded dataset | $28,853 | not reported in the loaded dataset |
| Martin, Susan | EMPLOYEE | $25,339 | not reported in the loaded dataset |
| Garwood, Judy | EMPLOYEE | $21,748 | not reported in the loaded dataset |
| Rose, Grace | EMPLOYEE | $20,732 | not reported in the loaded dataset |
| Scott, Stephanie | EMPLOYEE | $20,343 | not reported in the loaded dataset |
| Gordon, Terry L. | EMPLOYEE | $20,008 | not reported in the loaded dataset |
| Hanna, Melissa | EMPLOYEE | $19,562 | not reported in the loaded dataset |
| Gersper, Tara | EMPLOYEE | $19,172 | not reported in the loaded dataset |
| Scott, Jessica | EMPLOYEE | $18,696 | not reported in the loaded dataset |
| Geiger Brothers Inc. | not reported in the loaded dataset | $18,684 | not reported in the loaded dataset |
| Boehmer, Amelia | EMPLOYEE | $18,100 | not reported in the loaded dataset |
| Blackrock | not reported in the loaded dataset | $16,709 | not reported in the loaded dataset |
| Ebbeler, Susan | EMPLOYEE | $16,698 | not reported in the loaded dataset |
| Orrand, Ray | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset |
| Mcintosh, Lisa | EMPLOYEE | $13,441 | not reported in the loaded dataset |
| Jp Morgan | not reported in the loaded dataset | $12,600 | not reported in the loaded dataset |
| Hylant Group | not reported in the loaded dataset | $10,772 | not reported in the loaded dataset |
| Rumpke Of Ohio Inc | not reported in the loaded dataset | $6,942 | not reported in the loaded dataset |
| W W Williams Company LLC | not reported in the loaded dataset | $6,378 | not reported in the loaded dataset |
| Buckingham, Laura E. | EMPLOYEE | $5,817 | not reported in the loaded dataset |