# Ohio Afscme Care Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/ohio-afscme-care-plan-346726788-501

> Ohio Afscme Care Plan's Health & Welfare plan: 22,458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOHN FILAK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MASTERS LISA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [VICKI JOHNSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [VONITA S GILBERT](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PATRICIA HARRISON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEPHANIE M BECKER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RENEE A JOHNSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RACHAEL A BERGKESSEL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MOLLETT CINDY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ROCHFORD ELIZABETH C](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LESLIE DAVIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RAE L BORDERS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANGELA PLONA](https://planprovider.pro/provider/john-hancock) — 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|

## Similar Plans

- [Oldc-Ohio Contractors Association Insurance Fund](https://planprovider.pro/companies/oldc-ohio-contractors-association-insurance-fund-316052984-501) — 15,028 participants

- [Mufcw Union And Employers Joint Prepaid Legal](https://planprovider.pro/companies/mufcw-union-and-employers-joint-prepaid-legal-383136636-501) — 7,790 participants

- [Ohio Bankers Benefits Trust](https://planprovider.pro/companies/ohio-bankers-benefits-trust-316172509-501) — 2,664 participants

- [Local 4911 V.E.B.A C/O Benefits Administrative Service](https://planprovider.pro/companies/local-4911-v-e-b-a-c-o-benefits-administrative-service-421572846-501) — 2,656 participants

- [Ibew Local Union 306](https://planprovider.pro/companies/ibew-local-union-306-340308380-501) — 2,508 participants

- [Pipe Fitters Local Union No. 120 Annuity Fund](https://planprovider.pro/companies/pipe-fitters-local-union-no-120-annuity-fund-plan) — 1,461 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ohio-afscme-care-plan-346726788-501)

© 2026 PlanProvider.Pro