# Ohio Education Association Health & Welfare Plan
Source: https://planprovider.pro/companies/ohio-education-association-314269414-511

> Ohio Education Association's Health & Welfare plan: 169 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 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|

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