Ohio Afscme Care Plan — Form 5500 plan (Ohio Afscme Care 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 Afscme Care Plan is a benefit plan reported by Ohio Afscme Care Plan under EIN 34-6726788 and plan number 501. The latest loaded filing year is 2023. The filing reports 22,607 participants and $35,361,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Afscme Care Plan
- EIN
- 34-6726788
- Plan number
- 501
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 22,607
- End-of-year plan assets
- $35,361,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,607 | H, C | 20241216110007NAL0002770210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,361,356
- Total liabilities (EOY)
- $1,644,199
- Net assets (EOY)
- $33,717,157
- Net assets (BOY)
- $31,756,858
Income & contributions
- Employer contributions
- $18,188,188
- Participant contributions
- $20,100
- Total contributions
- $18,208,288
- Total income / additions
- $20,017,641
Expenses & distributions
- Benefits paid
- $15,403,481
- Administrative expenses
- $2,653,861
- Total expenses
- $18,057,342
- Net increase / (decrease)
- $1,960,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wainblat Law LLC | LEGAL | $115,493 | not reported in the loaded dataset | 2023 |
| John Filak | ADMINISTRATOR | $112,720 | not reported in the loaded dataset | 2023 |
| Lawson, Eddie | EMPLOYEE | $87,086 | not reported in the loaded dataset | 2023 |
| Masters Lisa | EMPLOYEE | $83,876 | not reported in the loaded dataset | 2023 |
| Vicki Johnson | EMPLOYEE | $74,749 | not reported in the loaded dataset | 2023 |
| Vonita S Gilbert | EMPLOYEE | $67,538 | not reported in the loaded dataset | 2023 |
| Stephanie M Becker | EMPLOYEE | $66,002 | not reported in the loaded dataset | 2023 |
| Renee A Johnson | EMPLOYEE | $62,751 | not reported in the loaded dataset | 2023 |
| Jl Associates, Inc. | AUDITOR | $59,000 | not reported in the loaded dataset | 2023 |
| Brenda Jackson | EMPLOYEE | $58,942 | not reported in the loaded dataset | 2023 |
| Rachael A Bergkessel | EMPLOYEE | $58,402 | not reported in the loaded dataset | 2023 |
| Mollett Cindy | EMPLOYEE | $54,685 | not reported in the loaded dataset | 2023 |
| Patricia Harrison | EMPLOYEE | $52,936 | not reported in the loaded dataset | 2023 |
| Leslie Davis | EMPLOYEE | $49,771 | not reported in the loaded dataset | 2023 |
| Jolieka Graham | EMPLOYEE | $24,321 | not reported in the loaded dataset | 2023 |
| Rae L Borders | EMPLOYEE | $20,486 | not reported in the loaded dataset | 2023 |
| The Huntington Trust | INVESTMENT ADVISORS | $14,567 | not reported in the loaded dataset | 2023 |
| Merill Lynch | BROCKER | $8,248 | not reported in the loaded dataset | 2023 |
| Angela Plona | EMPLOYEE | $6,956 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Afscme Care Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Wainblat Law LLC — Schedule C compensation
- John Filak — Schedule C compensation
- Lawson, Eddie — Schedule C compensation
- Masters Lisa — Schedule C compensation
- Vicki Johnson — Schedule C compensation
- Vonita S Gilbert — Schedule C compensation
- Stephanie M Becker — Schedule C compensation
- Renee A Johnson — Schedule C compensation
- Jl Associates, Inc. — Schedule C compensation
- Brenda Jackson — Schedule C compensation
- Rachael A Bergkessel — Schedule C compensation
- Mollett Cindy — Schedule C compensation
- Patricia Harrison — Schedule C compensation
- Leslie Davis — Schedule C compensation
- Jolieka Graham — Schedule C compensation
- Rae L Borders — Schedule C compensation
- The Huntington Trust — Schedule C compensation
- Merill Lynch — Schedule C compensation
- Angela Plona — Schedule C compensation