# Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-central-ohio-ufcw-unions-and-employers-pensio-plan

> Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio's DB plan: 1,291 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sikich-cpa-llc) — NONE

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-central-ohio-ufcw-unions-and-employers-pensio-plan)

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