Ohio Operating Engineers Health And Welfare Plan — Form 5500 plan (Ohio Operating Engineers Health And Welfare Plan)

Plain-English plan 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, Ohio Operating Engineers Health And Welfare Plan is a benefit plan reported by Ohio Operating Engineers Health And Welfare Plan under EIN 31-4446857 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,116 participants and $165,286,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohio Operating Engineers Health And Welfare Plan
EIN
31-4446857
Plan number
501
Plan type
1
Location
Columbus, OH
Latest filing year
2023
Participants
13,116
End-of-year plan assets
$165,286,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,116H, C20250228151733NAL0000669139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$165,286,840
Total liabilities (EOY)
$207,736,833
Net assets (EOY)
-$42,449,993
Net assets (BOY)
-$25,462,110

Income & contributions

Employer contributions
$162,940,488
Participant contributions
$12,608,072
Total contributions
$175,548,560
Total income / additions
$165,216,698

Expenses & distributions

Benefits paid
$179,601,790
Administrative expenses
$2,602,791
Total expenses
$182,204,581
Net increase / (decrease)
-$16,987,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Blue Cross And Blue Shieldnot reported in the loaded dataset$4,754,575not reported in the loaded dataset2023
Loomis, Sayles & Companynot reported in the loaded dataset$303,976not reported in the loaded dataset2023
Lifeline Screeningnot reported in the loaded dataset$167,744not reported in the loaded dataset2023
Caremark Prescription Servicenot reported in the loaded dataset$85,959not reported in the loaded dataset2023
Blueteam Networksnot reported in the loaded dataset$84,429not reported in the loaded dataset2023
Tolley, TimothyEMPLOYEE$75,004not reported in the loaded dataset2023
Ledbetter Partners LLCnot reported in the loaded dataset$72,921not reported in the loaded dataset2023
Wilson, CarolEMPLOYEE$67,374not reported in the loaded dataset2023
C&P Advisors LLCnot reported in the loaded dataset$60,655not reported in the loaded dataset2023
Mcgaffe, TracyEMPLOYEE$59,056not reported in the loaded dataset2023
Vorys Sater Seymour And Peasenot reported in the loaded dataset$56,868not reported in the loaded dataset2023
Cramer, JamesEMPLOYEE$47,724not reported in the loaded dataset2023
Helmick, Justin S.EMPLOYEE$47,490not reported in the loaded dataset2023
Wise, SherryEMPLOYEE$43,247not reported in the loaded dataset2023
Barker, Stacey J.EMPLOYEE$42,724not reported in the loaded dataset2023
Execu-Cleannot reported in the loaded dataset$42,506not reported in the loaded dataset2023
Starkey, DanielleEMPLOYEE$41,627not reported in the loaded dataset2023
Dawson Resourcesnot reported in the loaded dataset$41,301not reported in the loaded dataset2023
Bisciotti, AshleyEMPLOYEE$34,020not reported in the loaded dataset2023
Stevens, VictoriaEMPLOYEE$31,668not reported in the loaded dataset2023
Luli, BradenEMPLOYEE$30,877not reported in the loaded dataset2023
Aon Hewitt Investment Consulting, Inot reported in the loaded dataset$30,750not reported in the loaded dataset2023
Soltesz, TroyEMPLOYEE$30,630not reported in the loaded dataset2023
Pullins, KimEMPLOYEE$29,741not reported in the loaded dataset2023
Environmental Managementnot reported in the loaded dataset$28,853not reported in the loaded dataset2023
Martin, SusanEMPLOYEE$25,339not reported in the loaded dataset2023
Garwood, JudyEMPLOYEE$21,748not reported in the loaded dataset2023
Rose, GraceEMPLOYEE$20,732not reported in the loaded dataset2023
Scott, StephanieEMPLOYEE$20,343not reported in the loaded dataset2023
Gordon, Terry L.EMPLOYEE$20,008not reported in the loaded dataset2023
Hanna, MelissaEMPLOYEE$19,562not reported in the loaded dataset2023
Gersper, TaraEMPLOYEE$19,172not reported in the loaded dataset2023
Scott, JessicaEMPLOYEE$18,696not reported in the loaded dataset2023
Geiger Brothers Inc.not reported in the loaded dataset$18,684not reported in the loaded dataset2023
Boehmer, AmeliaEMPLOYEE$18,100not reported in the loaded dataset2023
Blackrocknot reported in the loaded dataset$16,709not reported in the loaded dataset2023
Ebbeler, SusanEMPLOYEE$16,698not reported in the loaded dataset2023
Orrand, Raynot reported in the loaded dataset$15,000not reported in the loaded dataset2023
Mcintosh, LisaEMPLOYEE$13,441not reported in the loaded dataset2023
Jp Morgannot reported in the loaded dataset$12,600not reported in the loaded dataset2023
Hylant Groupnot reported in the loaded dataset$10,772not reported in the loaded dataset2023
Rumpke Of Ohio Incnot reported in the loaded dataset$6,942not reported in the loaded dataset2023
W W Williams Company LLCnot reported in the loaded dataset$6,378not reported in the loaded dataset2023
Buckingham, Laura E.EMPLOYEE$5,817not reported in the loaded dataset2023

Related Form 5500 pages