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Original filing (PDF)20251015102018NAL0002135875001
OHIO VALLEY FLOORING, INC.
Form 5500
FILING_RECEIVED
THE OHIO VALLEY FLOORING GROUP MEDICAL BENEFIT TRUST
Health & welfare plan
Signals · 3
100% in single holding~3280 bps in Sched C feesNo recordkeeper disclosed
Active participants
180
Accounts w/ balance
—
Plan assets (EOY)
$341K
Net assets (EOY)
$341K
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)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PNC Bank Interest-bearing cash" is 100% of plan.
- 3280 bps in Schedule C fees — 1976% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO VALLEY FLOORING, INC..
Plan sponsor
Name
OHIO VALLEY FLOORING, INC.
EIN
31-0937784
Address
5555 MURRAY ROAD · CINCINNATI, OH · 45227
Phone
(513) 467-3400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | NONE | $73K | — |
| USI INSURANCE SERVICES LLC | 13-3771734 | — | NONE | $27K | — |
| HORAN ASSOCIATES INC | 31-1004837 | — | NONE | $12K | — |
Investments
1 direct security· $316K(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PNC Bank Interest-bearing cash | — | — | $316K | $316K | 92.7% |