Southern Ohio Chamber Alliance Benefit Plan — Form 5500 plan (Southern Ohio Chamber Alliance)
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, Southern Ohio Chamber Alliance Benefit Plan is a benefit plan reported by Southern Ohio Chamber Alliance under EIN 47-1267936 and plan number 501. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $67,108,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Ohio Chamber Alliance
- EIN
- 47-1267936
- Plan number
- 501
- Plan type
- 4
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $67,108,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250214040332NAL0047318002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,108,518
- Total liabilities (EOY)
- $45,873,631
- Net assets (EOY)
- $21,234,887
- Net assets (BOY)
- $19,098,583
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,548,171
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $35,662,308
- Total expenses
- $35,662,308
- Net increase / (decrease)
- -$33,114,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Company | N/A | $28,376,316 | not reported in the loaded dataset | 2023 |
| Consoliplex Chambers LLC | N/A | $3,842,083 | not reported in the loaded dataset | 2023 |
| X-Factor Media | N/A | $553,573 | not reported in the loaded dataset | 2023 |
| Soca Services LLC | N/A | $499,787 | not reported in the loaded dataset | 2023 |
| Navia Benefit Solutions | N/A | $362,691 | not reported in the loaded dataset | 2023 |
| Reform Labs | N/A | $284,880 | not reported in the loaded dataset | 2023 |
| Maloney + Novotny, LLC | N/A | $92,549 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | N/A | $69,425 | not reported in the loaded dataset | 2023 |
| United Health Actuarial Services | N/A | $9,879 | not reported in the loaded dataset | 2023 |
| Optum | N/A | $5,882 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Ohio Chamber Alliance
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Community Insurance Company — Schedule C compensation
- Consoliplex Chambers LLC — Schedule C compensation
- X-Factor Media — Schedule C compensation
- Soca Services LLC — Schedule C compensation
- Navia Benefit Solutions — Schedule C compensation
- Reform Labs — Schedule C compensation
- Maloney + Novotny, LLC — Schedule C compensation
- Huntington National Bank — Schedule C compensation
- United Health Actuarial Services — Schedule C compensation
- Optum — Schedule C compensation