# Ohio Valley Electric Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/ohio-valley-electric-corporation-314392702-501

> Ohio Valley Electric Corporation's Health & Welfare plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohio Valley Electric Corporation

- **Sponsor EIN:** 314392702

- **Sponsor Address:** 3932 US ROUTE 23, PIKETON, OH, 456610468

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 532

- **Total Assets:** $138.0M

## 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|532|$138.0M|$8.9M|$3.4M|

| 2023|525|$137.7M|$6.2M|$3.3M|

| 2022|507|$133.0M|$5.3M|$3.4M|

## 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|

| INSIGHT NORTH AMERICA, LLC|Other Service Provider|$43,776|—|$43,776|

| PNC BANK|Custodian / Trustee|$35,308|—|$35,308|

| ACADIAN ASSET MANAGEMENT|Other Service Provider|$29,602|—|$29,602|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $108,686

- **Estimated Expense Ratio:** 0.079% 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|$729,060|$73,379|$91,030|—|—|

| 2023|$699,354|$68,210|$82,422|—|—|

| 2022|$330,106|$88,326|$83,311|—|—|

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