Plan Snapshot
- Plan Sponsor: Ohio Operating Engineers Health And Welfare Plan
- Sponsor EIN: 314446857
- Sponsor Address: C/O BOARD OF TRUSTEES, COLUMBUS, OH, 432157003
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 10,314
- Total Assets: $190.2M
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 | 10,314 | $190.2M | $174.4M | $12.4M |
| 2023 | 9,887 | $165.3M | $162.9M | $12.6M |
| 2022 | 9,525 | $159.0M | $151.6M | $12.9M |
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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD | Other Service Provider | $4,093,169 | — | $4,093,169 |
| STONER & ASSOCIATES INC. | Other Service Provider | $1,060,098 | — | $1,060,098 |
| AMERICAN HEALTH HOLDING, INC. | Other Service Provider | $559,739 | — | $559,739 |
| LOOMIS, SAYLES & COMPANY | Other Service Provider | $303,230 | — | $303,230 |
| LIFELINE SCREENING | Other Service Provider | $150,284 | — | $150,284 |
| LEDBETTER PARTNERS LLC | Other Service Provider | $126,224 | — | $126,224 |
| MCGAFFE, TRACY | Other Service Provider | $84,019 | — | $84,019 |
| WILSON, CAROL | Other Service Provider | $81,808 | — | $81,808 |
| BLUETEAM NETWORKS | Other Service Provider | $78,127 | — | $78,127 |
| TOLLEY, TIMOTHY | Other Service Provider | $77,506 | — | $77,506 |
| DAWSON RESOURCES | Other Service Provider | $63,587 | — | $63,587 |
| C&P ADVISORS LLC | Other Service Provider | $63,370 | — | $63,370 |
| BARKER, STACEY J. | Other Service Provider | $59,464 | — | $59,464 |
| WISE-MILLER, SHERRY | Other Service Provider | $55,832 | — | $55,832 |
| STARKEY, DANIELLE | Other Service Provider | $53,517 | — | $53,517 |
| CRAMER, JAMES | Other Service Provider | $50,193 | — | $50,193 |
| HELMICK, JUSTIN S. | Other Service Provider | $49,221 | — | $49,221 |
| BISCIOTTI, ASHLEY | Other Service Provider | $45,465 | — | $45,465 |
| PULLINS, KIM | Other Service Provider | $43,975 | — | $43,975 |
| LULI, BRADEN | Other Service Provider | $40,025 | — | $40,025 |
| SOLTESZ, TROY | Other Service Provider | $39,522 | — | $39,522 |
| EXECU-CLEAN | Other Service Provider | $38,963 | — | $38,963 |
| MARTIN, SUSAN | Other Service Provider | $32,912 | — | $32,912 |
| AON | Other Service Provider | $32,288 | — | $32,288 |
| CAREMARK PRESCRIPTION SERVICE | Other Service Provider | $32,115 | — | $32,115 |
| ROSE, GRACE | Other Service Provider | $28,578 | — | $28,578 |
| MCINTOSH, LISA | Other Service Provider | $28,220 | — | $28,220 |
| ENVIRONMENTAL MANAGEMENT | Other Service Provider | $28,105 | — | $28,105 |
| GERSPER, TARA | Other Service Provider | $26,414 | — | $26,414 |
| KIRK, JEANA | Other Service Provider | $25,773 | — | $25,773 |
| HANNA, MELISSA | Other Service Provider | $24,449 | — | $24,449 |
| GORDON, TERRY L. | Other Service Provider | $24,444 | — | $24,444 |
| GARWOOD, JUDY | Other Service Provider | $23,996 | — | $23,996 |
| SCOTT, STEPHANIE | Other Service Provider | $23,087 | — | $23,087 |
| THE SEGAL COMPANY | Other Service Provider | $23,000 | — | $23,000 |
| BOEHMER, AMELIA | Other Service Provider | $22,580 | — | $22,580 |
| SCOTT, JESSICA | Other Service Provider | $22,238 | — | $22,238 |
| EBBELER, SUSAN | Other Service Provider | $22,062 | — | $22,062 |
| HEISLER, GRETCHEN | Other Service Provider | $21,780 | — | $21,780 |
| BLACKROCK | Other Service Provider | $18,714 | — | $18,714 |
| GEIGER BROTHERS INC. | Other Service Provider | $16,008 | — | $16,008 |
| ORRAND, RAY | Other Service Provider | $15,000 | — | $15,000 |
| JP MORGAN | Other Service Provider | $12,600 | — | $12,600 |
| HYLANT GROUP | Other Service Provider | $11,050 | — | $11,050 |
| LARRY S. PARSONS | Other Service Provider | $10,790 | — | $10,790 |
| HARD FIRE SUPPRESSION INC. | Other Service Provider | $10,720 | — | $10,720 |
| WENNSOFT INC. | Other Service Provider | $8,819 | — | $8,819 |
| BUCKINGHAM, LAURA E. | Other Service Provider | $7,771 | — | $7,771 |
| RUMPKE OF OHIO INC | Other Service Provider | $5,658 | — | $5,658 |
| DORNEY, SUSAN | Other Service Provider | $5,516 | — | $5,516 |
| W W WILLIAMS COMPANY LLC | Other Service Provider | $5,463 | — | $5,463 |
| CINTAS | Other Service Provider | $5,093 | — | $5,093 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,792,581
- Estimated Expense Ratio: 4.098% 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 | $2,948,095 | $334,544 | — | $63,370 | — |
| 2023 | $2,602,791 | $333,286 | — | $60,655 | — |
| 2022 | $2,762,296 | $347,697 | — | — | $512,893 |