Plan Snapshot
- Plan Sponsor: Ohio Afscme Care Plan
- Sponsor EIN: 346726788
- Sponsor Address: 1603 EAST 27TH STREET, CLEVELAND, OH, 441144217
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 22,458
- Total Assets: $38.3M
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 | 22,458 | $38.3M | $19.1M | $17,454 |
| 2023 | 24,577 | $35.4M | $18.2M | $20,100 |
| 2022 | 22,607 | $33.5M | $17.8M | $30,758 |
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 |
|---|---|---|---|---|
| LAWSON, EDDIE | Recordkeeper | $141,858 | — | $141,858 |
| JOHN FILAK | Recordkeeper | $131,107 | — | $131,107 |
| MASTERS LISA | Recordkeeper | $95,225 | — | $95,225 |
| WAINBLAT LAW LLC | ERISA Attorney | $82,544 | — | $82,544 |
| VICKI JOHNSON | Recordkeeper | $78,539 | — | $78,539 |
| VONITA S GILBERT | Recordkeeper | $76,363 | — | $76,363 |
| PATRICIA HARRISON | Recordkeeper | $70,742 | — | $70,742 |
| STEPHANIE M BECKER | Recordkeeper | $70,174 | — | $70,174 |
| RENEE A JOHNSON | Recordkeeper | $66,416 | — | $66,416 |
| RACHAEL A BERGKESSEL | Recordkeeper | $65,441 | — | $65,441 |
| MOLLETT CINDY | Recordkeeper | $62,329 | — | $62,329 |
| JL ASSOCIATES, INC. C/O TRAMER BOLB | Auditor | $59,000 | — | $59,000 |
| ROCHFORD ELIZABETH C | Recordkeeper | $58,189 | — | $58,189 |
| LESLIE DAVIS | Recordkeeper | $48,161 | — | $48,161 |
| MERILL LYNCH | Investment Advisor | $27,158 | — | $27,158 |
| RAE L BORDERS | Recordkeeper | $19,581 | — | $19,581 |
| ANGELA PLONA | Recordkeeper | $10,983 | — | $10,983 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAWSON, EDDIE — Recordkeeper
- JOHN FILAK — Recordkeeper
- MASTERS LISA — Recordkeeper
- VICKI JOHNSON — Recordkeeper
- VONITA S GILBERT — Recordkeeper
- PATRICIA HARRISON — Recordkeeper
- STEPHANIE M BECKER — Recordkeeper
- RENEE A JOHNSON — Recordkeeper
- RACHAEL A BERGKESSEL — Recordkeeper
- MOLLETT CINDY — Recordkeeper
- ROCHFORD ELIZABETH C — Recordkeeper
- LESLIE DAVIS — Recordkeeper
- RAE L BORDERS — Recordkeeper
- ANGELA PLONA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,163,810
- Estimated Expense Ratio: 3.040% 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 | $2,734,442 | $27,157 | — | — | — |
| 2023 | $2,653,861 | $22,815 | — | — | — |
| 2022 | $2,223,348 | $21,500 | — | — | $144,441 |