Plan Snapshot
- Plan Sponsor: Ohio Conference Of Plasterers And Cement Masons
- Sponsor EIN: 316051539
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,199
- Total Assets: $51.2M
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 | 1,199 | $51.2M | $18.1M | $1.4M |
| 2023 | 1,170 | $45.0M | $14.8M | $1.3M |
| 2022 | 1,066 | $42.2M | $14.5M | $1.5M |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $694,582 | — | $694,582 |
| BENESYS INC. | Recordkeeper | $271,711 | — | $271,711 |
| DELTA DENTAL OF OHIO | Other Service Provider | $118,936 | — | $118,936 |
| PNC BANK | Other Service Provider | $65,065 | — | $65,065 |
| ALLOTTA FARLEY CO., LPA | ERISA Attorney | $46,840 | — | $46,840 |
| FIFTH THIRD BANK RETIREMENT SERVICE | Custodian / Trustee | $43,099 | — | $43,099 |
| OCPCM COMBINED FUNDS INC. | Other Service Provider | $21,970 | — | $21,970 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $15,000 | — | $15,000 |
| YURCHYK & DAVIS CPA'S, INC. | Auditor | $11,900 | — | $11,900 |
| ACRISURE | Actuary | $9,750 | — | $9,750 |
| CITY PRINTING | Other Service Provider | $9,714 | — | $9,714 |
| SEGAL CONSULTING | Other Service Provider | $8,078 | — | $8,078 |
| PCORI | Other Service Provider | $7,186 | — | $7,186 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,323,831
- Estimated Expense Ratio: 2.585% 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 | $2,024,521 | $15,000 | $1,699,482 | $11,900 | — |
| 2023 | $1,862,837 | $15,000 | $1,517,243 | $11,400 | — |
| 2022 | $1,816,595 | $54,726 | $1,490,377 | — | $116,560 |