# Ohio Education Association Health & Welfare Plan
Source: https://planprovider.pro/companies/ohio-education-association-314269414-510

> Ohio Education Association's Health & Welfare plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohio Education Association

- **Sponsor EIN:** 314269414

- **Sponsor Address:** 225 EAST BROAD STREET, COLUMBUS, OH, 43215

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 181

- **Total Assets:** $19.8M

## 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|181|$19.8M|$7.2M|$593,811|

| 2023|178|$18.0M|$7.3M|$592,689|

| 2022|182|$15.8M|$7.1M|$574,576|

## 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|

| USI BENEFITS CONSULTING|Other Service Provider|$56,732|—|$56,732|

| CAPFINANCIAL|Other Service Provider|$36,478|—|$36,478|

| AON HEWITT|Recordkeeper|$28,825|—|$28,825|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$25,500|—|$25,500|

| VORYS|ERISA Attorney|$15,108|—|$15,108|

| CUSTOM DESIGN BENEFITS|Other Service Provider|$8,332|—|$8,332|

| MATRIX TRUST COMPANY|Recordkeeper|$6,039|—|$6,039|

### Verified Provider Profiles

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

- [AON HEWITT](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [VORYS](https://planprovider.pro/provider/vorys-sater-seymour-and-pease-llp) — ERISA Attorney

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $177,014

- **Estimated Expense Ratio:** 0.894% 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|$181,396|$36,478|—|$25,500|—|

| 2023|$163,031|$46,466|—|$23,100|—|

| 2022|$163,365|$44,254|$4,989|—|$101,216|

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