Plan Snapshot
- Plan Sponsor: Ohio Farm Bureau Health Benefits Plan Trust
- Sponsor EIN: 811268907
- Sponsor Address: 280 NORTH HIGH STREET, FLOOR 6, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $2.2M
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 | 0 | $2.2M | $0 | $0 |
| 2023 | 0 | $3.0M | $0 | $0 |
| 2022 | 0 | $2.1M | $0 | $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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $1,320,663 | — | $1,320,663 |
| CONSOLIPLEX AGRICULTURE | Other Service Provider | $167,127 | — | $167,127 |
| MALONEY & NOVOTNY LLC | Auditor | $40,550 | — | $40,550 |
| DESIGN MOJO | Other Service Provider | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,545,840
- Estimated Expense Ratio: 70.327% 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 | $1,616,830 | $4,600 | $1,487,790 | $40,550 | — |
| 2023 | $1,582,705 | $3,660 | $1,426,935 | $44,000 | — |
| 2022 | $1,356,261 | $1,440 | $1,264,428 | — | $49,322 |