Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Ohio Laborers Annuity Fund
- Sponsor EIN: 921709100
- Sponsor Address: 800 HILLSDOWNE RD., WESTERVILLE, OH, 43081
- Plan Type: DC
- Total Participants: 15,209
- Total Assets: $36.3M
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 | 15,209 | $36.3M | $23.3M | $0 |
| 2023 | 11,222 | $12.1M | $11.5M | $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 |
|---|---|---|---|---|
| CIUNI & PANICHI, INC. | Auditor | $26,000 | — | $26,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,000
- Estimated Expense Ratio: 0.072% 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 | $1,056,467 | $31,250 | — | $26,000 | — |
| 2023 | $394,276 | $15,000 | — | — | — |