Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio
- Sponsor EIN: 316089169
- Sponsor Address: 7250 POE AVENUE, SUITE 300, DAYTON, OH, 454142547
- Plan Type: DB
- Total Participants: 1,291
- Total Assets: $57.0M
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 | 1,291 | $57.0M | $3.3M | $0 |
| 2023 | 791 | $54.3M | $3.3M | $0 |
| 2022 | 1,208 | $51.8M | $3.2M | $0 |
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 |
|---|---|---|---|---|
| HEARTLAND BENEFIT PLAN ADMINISTRATO | NONE | $182,032 | — | $182,032 |
| SIKICH CPA LLC | NONE | $117,468 | — | $117,468 |
| REINHART, BOERNER, VAN DEUREN S.C. | NONE | $63,770 | — | $63,770 |
| MILLIMAN, INC. | NONE | $62,563 | — | $62,563 |
| MARQUETTE ASSOCIATES, INC. | NONE | $40,000 | — | $40,000 |
| FIFTH THIRD BANK RETIREMENT SERVICE | NONE | $39,183 | — | $39,183 |
| SEGAL SELECT INSURANCE SERVICES, IN | NONE | $22,227 | — | $22,227 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — NONE
- MILLIMAN, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $527,243
- Estimated Expense Ratio: 0.925% 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 | $725,940 | $68,807 | — | $117,468 | — |
| 2023 | $709,584 | $69,807 | — | $48,494 | — |
| 2022 | $681,360 | $42,500 | — | — | $155,151 |