Ohio Bankers Benefits Trust — Form 5500 plan (Ohio Bankers Benefits Trust)
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 Bankers Benefits Trust is a benefit plan reported by Ohio Bankers Benefits Trust under EIN 31-6172509 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,702 participants and $11,435,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Bankers Benefits Trust
- EIN
- 31-6172509
- Plan number
- 501
- Plan type
- 3
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 2,702
- End-of-year plan assets
- $11,435,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,702 | H, C | 20241118080846NAL0000741603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,435,978
- Total liabilities (EOY)
- $6,187,339
- Net assets (EOY)
- $5,248,639
- Net assets (BOY)
- $14,309,340
Income & contributions
- Employer contributions
- $34,256,767
- Total contributions
- $34,256,767
- Total income / additions
- $34,831,219
Expenses & distributions
- Benefits paid
- $41,205,970
- Administrative expenses
- $2,685,950
- Total expenses
- $43,891,920
- Net increase / (decrease)
- -$9,060,701
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Diamond Consulting Group | NONE | $179,976 | not reported in the loaded dataset | 2023 |
| Businessolvers | NONE | $179,216 | not reported in the loaded dataset | 2023 |
| Consoliplex | NONE | $154,000 | not reported in the loaded dataset | 2023 |
| Maloney + Novotny,LLC | NONE | $41,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Bankers Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Diamond Consulting Group — Schedule C compensation
- Businessolvers — Schedule C compensation
- Consoliplex — Schedule C compensation
- Maloney + Novotny,LLC — Schedule C compensation