# Ohio Bankers Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/ohio-bankers-benefits-trust-316172509-501

> Ohio Bankers Benefits Trust's Health & Welfare plan: 2,664 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohio Bankers Benefits Trust

- **Sponsor EIN:** 316172509

- **Sponsor Address:** 4215 WORTH AVE STE 300, COLUMBUS, OH, 432191546

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,664

- **Total Assets:** $9.6M

## 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|2,664|$9.6M|$36.5M|$0|

| 2023|2,849|$11.4M|$34.3M|$0|

| 2022|2,702|$14.7M|$27.2M|$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|

| BUSINESSOLVERS|Other Service Provider|$184,653|—|$184,653|

| DIAMOND CONSULTING GROUP|Other Service Provider|$155,705|—|$155,705|

| CONSOLIPLEX|Other Service Provider|$144,000|—|$144,000|

| MALONEY + NOVOTNY,LLC|Auditor|$42,400|—|$42,400|

| VORYS, SATER, SEYMOUR & PEASE LLP|ERISA Attorney|$13,432|—|$13,432|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MALONEY + NOVOTNY,LLC](https://planprovider.pro/provider/maloney-novotny-llc) — Auditor

- [VORYS, SATER, SEYMOUR & PEASE LLP](https://planprovider.pro/provider/vorys-sater-seymour-and-pease-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $540,190

- **Estimated Expense Ratio:** 5.654% 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|$2,222,327|—|$1,826,137|$42,400|—|

| 2023|$2,685,950|—|$2,176,294|$41,000|—|

| 2022|$2,276,714|—|$1,468,481|—|$122,710|

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