# Ohio Operating Engineers Health And Welfare Plan Health & Welfare Plan Source: https://planprovider.pro/companies/ohio-operating-engineers-health-and-welfare-plan-314446857-501 > Ohio Operating Engineers Health And Welfare Plan's Health & Welfare plan: 10,314 participants, plan year 2024 financials, providers, and benchmarks from Form… Form 5500 filing data for plan year 2024. ## 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| ## Similar Plans - [Ohio Operating Engineers Apprenticeship Fund](https://planprovider.pro/companies/ohio-operating-engineers-apprenticeship-fund-316057717-501) — 10,789 participants - [Ohio Operating Engineers Pension Plan](https://planprovider.pro/companies/ohio-operating-engineers-pension-plan-plan) — 10,387 participants - [The Fishel Company](https://planprovider.pro/companies/the-fishel-company-401k-plan) — 2,134 participants - [Ohio Operating Engineers Education And Safety Fund](https://planprovider.pro/companies/ohio-operating-engineers-education-and-safety-fund-237258099-501) — 886 participants - [Mcnational, INC.](https://planprovider.pro/companies/mcnational-inc-401k-plan) — 757 participants - [Digeronimo](https://planprovider.pro/companies/independence-excavating-inc-401k-plan) — 681 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ohio-operating-engineers-health-and-welfare-plan-314446857-501) © 2026 PlanProvider.Pro