# Board Of Trustees Of Oh Conference Industry Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-oh-conference-industry-health-and-welfare-trust-316029682-501

> Board Of Trustees Of Oh Conference Industry Health And Welfare Trust's Health & Welfare plan: 2,554 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-oh-conference-industry-health-and-welfare-trust-316029682-501)

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