Original filing (PDF)20260225135819NAL0003288752001

OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND

Name: OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND — Form 5500 (2024)
Creator: OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 3

100% in single holding~342 bps in Sched C feesNo recordkeeper disclosed

Active participants

886

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND.

Plan sponsor

Name

OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND

EIN

23-7258099

Address

C/O BOARD OF TRUSTEES · 1180 DUBLIN ROAD · COLUMBUS, OH · 432157003

Phone

(614) 488-0708

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-25

Welfare benefit codes

4J · Apprenticeship and Training

4K · Scholarship (Funded)

Audit & trust (Schedule H)

Auditor

CIUNI & PANICHI, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MELISSA HANNA	31-4446857	—	EMPLOYEE	$38K	—
CAROL WILSON	31-4446857	—	EMPLOYEE	$22K	—
STACEY BARKER	31-4446857	—	EMPLOYEE	$16K	—
AMELIA BOEHMER	31-4446857	—	EMPLOYEE	$14K	—
C&P ADVISORS LLC	34-1322309	—	—	$9K	—

Investments

1 direct security· $2.6M(88% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	JPMorgan Chase Money market fund	—	—	$2.6M	$2.6M	88.2%

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