Plan Snapshot
- Plan Sponsor: Ohio Operating Engineers Pension Plan
- Sponsor EIN: 316129968
- Sponsor Address: C/O BOARD OF TRUSTEES, COLUMBUS, OH, 432157003
- Plan Type: DB
- Total Participants: 10,387
- Total Assets: $3.6B
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 | 10,387 | $3.6B | $0 | $0 |
| 2023 | 10,029 | $3.4B | $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 |
|---|---|---|---|---|
| CIUNI & PANICHI, INC. | Auditor | $60,765 | — | $60,765 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,765
- Estimated Expense Ratio: 0.002% 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 | $10,728,444 | $7,820,170 | — | $60,765 | — |
| 2023 | $9,883,784 | $6,932,519 | — | — | $679,839 |