# Oldc-Ohio Contractors Association Insurance Fund Health & Welfare Plan Source: https://planprovider.pro/companies/oldc-ohio-contractors-association-insurance-fund-316052984-501 > Oldc-Ohio Contractors Association Insurance Fund's Health & Welfare plan: 15,028 participants, plan year 2024 financials, providers, and benchmarks from Form… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/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| ## Similar Plans - [Ohio Afscme Care Plan](https://planprovider.pro/companies/ohio-afscme-care-plan-346726788-501) — 22,458 participants - [Mufcw Union And Employers Joint Prepaid Legal](https://planprovider.pro/companies/mufcw-union-and-employers-joint-prepaid-legal-383136636-501) — 7,790 participants - 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