2023 Form 5500 filing — Ohio Education Association Group Benefit 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 20250319130558NAL0003550019001) for Ohio Education Association Group Benefit Plan, reported by Ohio Education Association under EIN 31-4269414 and plan number 510. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319130558NAL0003550019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Education Association
- EIN
- 31-4269414
- Plan number
- 510
- Location
- Columbus, OH
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,026,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,026,895
- Employer contributions
- $7,279,849
- Participant contributions
- $592,689
- Total income / additions
- $10,194,109
- Benefits paid
- $7,804,472
- Administrative expenses
- $163,031
- Total expenses
- $7,967,503
- Net increase / (decrease)
- $2,226,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Benefits Consulting | NONE | $55,215 | not reported in the loaded dataset |
| Capfinancial | NONE | $46,466 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $23,100 | not reported in the loaded dataset |
| Aon Hewitt | NONE | $20,000 | not reported in the loaded dataset |
| Custom Design Benefits | NONE | $8,157 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $5,399 | not reported in the loaded dataset |