2023 Form 5500 filing — Ohio Education Association Union Pension 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 20250319102554NAL0008305232001) for Ohio Education Association Union Pension Plan, reported by Ohio Education Association under EIN 31-4269414 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319102554NAL0008305232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Education Association
- EIN
- 31-4269414
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,238,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,238,046
- Total income / additions
- $8,761,218
- Benefits paid
- $8,333,213
- Administrative expenses
- $376,216
- Total expenses
- $8,709,429
- Net increase / (decrease)
- $51,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $146,037 | not reported in the loaded dataset |
| Slc Management | NONE | $141,977 | not reported in the loaded dataset |
| Aon Consulting | NONE | $43,661 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $31,041 | $0 |
| Clark, Schaefer, Hackett And Co. | NONE | $13,500 | not reported in the loaded dataset |