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Original filing (PDF)20250611163243NAL0014105315001

OHIO FAIR PLAN UNDERWRITING ASSOCIATION

Form 5500-SF
FILING_RECEIVED
INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401K SAVINGS PLAN
Defined-contribution retirement plan
Active participants
22
Accounts w/ balance
27
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO FAIR PLAN UNDERWRITING ASSOCIATION.
Plan sponsor
Name
OHIO FAIR PLAN UNDERWRITING ASSOCIATION
EIN
23-7024436
Address
8800 LYRA DRIVE, SUITE 150 · COLUMBUS, OH · 43240
Phone
(614) 839-6446
Industry
Finance & Insurancesee all
Plan administrator
Name
THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
EIN
20-8540369
City
JOHNSON, RI
Phone
(401) 528-1396
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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