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 Living 403(B) Plan is a benefit plan reported by Ohio Living under EIN 34-4429863 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,461 participants and $70,670,052 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,670,052
- Net assets (EOY)
- $70,670,052
- Net assets (BOY)
- $63,965,270
Income & contributions
- Participant contributions
- $3,944,066
- Total contributions
- $4,046,160
- Total income / additions
- $13,825,105
Expenses & distributions
- Benefits paid
- $6,864,336
- Administrative expenses
- $248,409
- Total expenses
- $7,120,323
- Net increase / (decrease)
- $6,704,782