Plan Snapshot
- Plan Sponsor: Ohio Education Association
- Sponsor EIN: 314269414
- Sponsor Address: 225 E. BROAD STREET, COLUMBUS, OH, 43215
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 169
- Total Assets: $12.2M
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 | 169 | $12.2M | $722,686 | $0 |
| 2023 | 167 | $10.6M | $722,589 | $0 |
| 2022 | 169 | $8.6M | $570,711 | $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 |
|---|---|---|---|---|
| HRA ADMINISTRATOR, LLC | Other Service Provider | $67,267 | — | $67,267 |
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $24,263 | — | $24,263 |
| CLARK SCHAEFER HACKETT & CO. | Other Service Provider | $14,150 | — | $14,150 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,680
- Estimated Expense Ratio: 0.868% 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 | $106,405 | $24,263 | $58,568 | $14,150 | — |
| 2023 | $108,211 | $21,073 | $64,210 | $15,600 | — |
| 2022 | $104,557 | $87,657 | $5,550 | — | $11,350 |