Plan Snapshot
- Plan Sponsor: Oldc-Ohio Contractors Association Insurance Fund
- Sponsor EIN: 316052984
- Sponsor Address: 800 HILLSDOWNE ROAD, WESTERVILLE, OH, 43081
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 15,028
- Total Assets: $222.3M
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 | 15,028 | $222.3M | $195.0M | $13.1M |
| 2023 | 14,565 | $213.3M | $181.9M | $13.0M |
| 2022 | 14,145 | $199.2M | $168.0M | $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 | Other Service Provider | $7,025,116 | — | $7,025,116 |
| LABORERS DISTRICT COUNCIL PENSION F | Other Service Provider | $1,985,485 | — | $1,985,485 |
| SWORD HEALTH | Other Service Provider | $591,375 | — | $591,375 |
| EPIC HEARING | Other Service Provider | $250,275 | — | $250,275 |
| TOY, AMY | Other Service Provider | $104,282 | — | $104,282 |
| ARCHER, MATTHEW | Other Service Provider | $97,278 | — | $97,278 |
| SIERRA INVESTMENTS | Other Service Provider | $89,192 | — | $89,192 |
| THE SEGAL COMPANY | Other Service Provider | $82,000 | — | $82,000 |
| BEACH POINT CAPITAL MANAGEMENT | Other Service Provider | $78,083 | — | $78,083 |
| MANGANO LAW OFFICES CO, LPA | Other Service Provider | $75,265 | — | $75,265 |
| HALL, JENNIFER | Other Service Provider | $73,391 | — | $73,391 |
| GASTON, BRIAN | Other Service Provider | $67,097 | — | $67,097 |
| MEKETA INVESTMENT GROUP, INC | Other Service Provider | $60,000 | — | $60,000 |
| NATIONAL VISION ADMINISTRATORS | Other Service Provider | $59,983 | — | $59,983 |
| MYERS, CHRISTINA | Other Service Provider | $55,689 | — | $55,689 |
| CIUNI & PANICHI | Other Service Provider | $53,600 | — | $53,600 |
| BROWN, WILLIAM | Other Service Provider | $49,852 | — | $49,852 |
| PART D ADVISORS | Other Service Provider | $49,745 | — | $49,745 |
| NYE, ALEXIS | Other Service Provider | $37,403 | — | $37,403 |
| STATE STREET GLOBAL INVESTORS | Other Service Provider | $34,807 | — | $34,807 |
| BAUMHACKL, JAMES | Other Service Provider | $34,541 | — | $34,541 |
| WOOD, JEFFREY | Other Service Provider | $34,427 | — | $34,427 |
| MOSSGROVE, DANIEL | Other Service Provider | $31,152 | — | $31,152 |
| MITCHELL, SAMANTHA | Other Service Provider | $29,183 | — | $29,183 |
| WILSON, MEGAN | Other Service Provider | $28,567 | — | $28,567 |
| PROFORMA | Other Service Provider | $27,633 | — | $27,633 |
| ADKINS, JENNIFER | Other Service Provider | $27,537 | — | $27,537 |
| WILLIAMS, ERIC | Other Service Provider | $26,185 | — | $26,185 |
| MEYER UNKOVIC AND SCOTT LLP | ERISA Attorney | $25,352 | — | $25,352 |
| CAMPOLO, NATHAN | Other Service Provider | $24,966 | — | $24,966 |
| UHRIG, SUZANNAH | Other Service Provider | $24,197 | — | $24,197 |
| HEMKER, CHERYL | Other Service Provider | $23,353 | — | $23,353 |
| NEOFUNDS | Other Service Provider | $23,083 | — | $23,083 |
| COLOPY, NICHOLAS | Other Service Provider | $22,582 | — | $22,582 |
| UHL, WILLIAM | Other Service Provider | $21,440 | — | $21,440 |
| RYAN MILLS | Other Service Provider | $16,598 | — | $16,598 |
| BEAIR-WATSON, TRICIA | Other Service Provider | $16,388 | — | $16,388 |
| RICHARDSON, KEITH | Other Service Provider | $16,253 | — | $16,253 |
| MILLS, DAWN | Other Service Provider | $14,737 | — | $14,737 |
| CANCER STUDY GROUP | Other Service Provider | $14,280 | — | $14,280 |
| MEYERS, COLLEEN | Other Service Provider | $13,766 | — | $13,766 |
| STEVE GUILKEY | Other Service Provider | $12,393 | — | $12,393 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYER UNKOVIC AND SCOTT LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,428,531
- Estimated Expense Ratio: 5.140% 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 | $9,840,744 | $366,559 | $9,070,584 | $55,300 | — |
| 2023 | $9,591,206 | $362,511 | $8,873,006 | $57,655 | — |
| 2022 | $7,062,830 | $331,576 | $6,221,592 | — | $232,243 |