Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Oh Conference Industry Health And Welfare Trust
- Sponsor EIN: 316029682
- Sponsor Address: 435 S. HAWLEY STREET, TOLEDO, OH, 43609
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,554
- Total Assets: $117.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,554 | $117.4M | $47.9M | $325,797 |
| 2023 | 2,755 | $112.0M | $48.3M | $372,060 |
| 2022 | 2,754 | $102.1M | $45.3M | $312,857 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MEDICAL MUTUAL | Other Service Provider | $665,452 | — | $665,452 |
| FORTY FOUR CORPORATION | Other Service Provider | $476,330 | — | $476,330 |
| UNITED HEALTHCARE | Other Service Provider | $211,550 | — | $211,550 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $200,260 | — | $200,260 |
| NATIONAL INVESTMENT SERVICES (NIS) | Other Service Provider | $149,604 | — | $149,604 |
| THE JAMES B OSWALD COMPANY | Other Service Provider | $108,041 | — | $108,041 |
| DANNY MILENKOVSKI | Other Service Provider | $85,448 | — | $85,448 |
| MICHAEL WILCHER | Other Service Provider | $71,050 | — | $71,050 |
| FAULKNER HOFFMAN PHILLIPS LLC | Other Service Provider | $66,070 | — | $66,070 |
| DANIELA JANCESKI | Other Service Provider | $64,662 | — | $64,662 |
| DELTA DENTAL PLAN OF OHIO | Other Service Provider | $55,147 | — | $55,147 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $41,343 | — | $41,343 |
| HUNTINGTON NATIONAL BANK | Other Service Provider | $39,312 | — | $39,312 |
| DGPERRY PLLC | Auditor | $35,000 | — | $35,000 |
| M&S PRINTMEDIA | Other Service Provider | $22,436 | — | $22,436 |
| NATIONAL VISION ADMINISTRATORS, LLC | Other Service Provider | $12,765 | — | $12,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,304,470
- Estimated Expense Ratio: 1.963% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,209,427 | $234,759 | $800,918 | $35,000 | — |
| 2023 | $2,123,083 | $216,233 | $654,968 | $44,060 | — |
| 2022 | $2,233,015 | $200,104 | $821,633 | — | $215,154 |