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Original filing (PDF)20260323102858NAL0001445408001

OHIO EDUCATION ASSOCIATION

Form 5500
FILING_RECEIVED
OHIO EDUCATION ASSOCIATION UNION PENSION PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
Plan assets (EOY)
$84.8M
Net assets (EOY)
$84.8M
How this plan invests
This plan
1 pooled trust
Schedule D
214 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 39 bps in Schedule C fees — 144% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO EDUCATION ASSOCIATION.
Plan sponsor
Name
OHIO EDUCATION ASSOCIATION
EIN
31-4269414
Address
225 EAST BROAD STREET · COLUMBUS, OH · 432153709
Phone
(614) 227-3102
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-03-23
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Other
5
NameEINLocationRelationDirect compIndirect comp
SLC MANAGEMENT04-3132283NONE$124K
CAPFINANCIAL PARTNERS, LLC26-0058143NONE$115K
AON CONSULTING22-2232264NONE$45K
MATRIX TRUST COMPANY75-3182674NONE$33K
CLARK, SCHAEFER, HACKETT AND CO.31-0800053NONE$15K

Investments

213 direct securities · 1 pooled fund· $84.2M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized
$64.0M
213 holdings
Common Collective Trust
$20.2M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
CIT DB GROWTH PORTFOLIO
WILMINGTON TRUST, N.A. · EIN 82-0737797 / PN 187
Common Collective Trust
$9.5M$20.2M23.8%
Federated Government Obligations Fund IS (goix.x) (CUSIP WTC299486)$2.2M$2.2M2.6%
Goldman Sachs Group Inc (CUSIP 38141GXR0)$797K$774K0.9%
JPMorgan Chase & Co (CUSIP 46647PAJ5)$840K$712K0.8%
Wells Fargo & Company (CUSIP 94974BGL8)$688K$707K0.8%
Comcast Corp (CUSIP 20030NBH3)$715K$705K0.8%
American Tower Corp (CUSIP 03027XAX8)$622K$647K0.8%
BP Cap Markets America (CUSIP 10373QBT6)$635K$631K0.7%
Apple Inc (CUSIP 037833bh2)$813K$627K0.7%
Kimco Realty Corp (CUSIP 49446RAP4)$617K$619K0.7%
US Treasury Note/Bond (CUSIP 91282CMV0)$615K$617K0.7%
Manuf & Traders Trust Co (CUSIP 55279HAQ3)$595K$614K0.7%
Anheuser-Busch Inbev Wor (CUSIP 03523TBU1)$601K$613K0.7%
Corebridge Financial Inc (CUSIP 21871XAP4)$593K$600K0.7%
Amazon.Com Inc (CUSIP 023135bt2)$846K$572K0.7%
US Treasury Note/Bond (CUSIP 91282CNE7)$558K$562K0.7%
American Express Co (CUSIP 025816DH9)$549K$557K0.7%
National Rural Util Coop (CUSIP 637432NQ4)$515K$542K0.6%
Verizon Communications (CUSIP 92343vcq5)$607K$539K0.6%
BNP Paribas (CUSIP 09659W2K9)$555K$539K0.6%
Energy Transfer LP (CUSIP 86765BAT6)$560K$538K0.6%
PNC Bank NA (CUSIP 69349LAR9)$511K$508K0.6%
HCA Inc (CUSIP 404119CP2)$484K$492K0.6%
Duke Energy Corp (CUSIP 26441CBS3)$466K$488K0.6%
Bank Of America Corp (CUSIP 06051GJZ3)$495K$482K0.6%
GSK Consumer Healthcare (CUSIP 36264FAM3)$468K$476K0.6%
Branch Banking & Trust (CUSIP 07330MAC1)$469K$476K0.6%
Katayma Clo Ltd 2023-1A A1 (CUSIP 48585JAA8)$470K$471K0.6%
Pfizer Investment Enter (CUSIP 716973AG7)$517K$467K0.6%
Home Depot Inc (CUSIP 437076BX9)$545K$462K0.5%
US Treasury STRIPS (CUSIP 912834PM4)$528K$460K0.5%
US Treasury Note/Bond (CUSIP 91282CNG2)$449K$456K0.5%
Hyundai Capital America (CUSIP 44891ACH8)$444K$455K0.5%
Prologis LP (CUSIP 74340XCJ8)$450K$454K0.5%
Aercap Ireland Cap/Globa (CUSIP 00774MAW5)$437K$452K0.5%
US Treasury STRIPS (CUSIP 912834QH4)$561K$451K0.5%
Pub Svc Elec & Gas (CUSIP 74456qaz9)$536K$448K0.5%
General Dynamics Corp (CUSIP 369550BH0)$507K$447K0.5%
Ameren Illinois Co (CUSIP 02361DAR1)$582K$446K0.5%
Citigroup Inc (CUSIP 172967ML2)$466K$445K0.5%
SLG Office Trust 2021-Ova A (CUSIP 78449RAA3)$503K$431K0.5%
Blackstone Private Cre (CUSIP 09261HAD9)$393K$425K0.5%
United States Treas Nts (CUSIP 91282CNC1)$415K$421K0.5%
State Street Corp (CUSIP 857477CC5)$396K$410K0.5%
General Motors Finl Co (CUSIP 37045XDV5)$370K$406K0.5%
BMO Mortgage Trust 2023-C7 A5 (CUSIP 05593FAD0)$386K$403K0.5%
US Treasury Note/Bond (CUSIP 91282CMW8)$399K$401K0.5%
Burlingtn North Santa Fe (CUSIP 12189LAP6)$478K$389K0.5%
Conagra Brands Inc (CUSIP 205887CF7)$385K$389K0.5%
Unitedhealth Group Inc (CUSIP 91324PBE1)$455K$388K0.5%
Corporate Office Prop LP (CUSIP 22003BAN6)$371K$374K0.4%
Boston Gas Company (CUSIP 100743AL7)$382K$368K0.4%
United Parcel Service (CUSIP 911312BN5)$439K$363K0.4%
Fin of AmerStru 2022-S6 (CUSIP 31740XAA5)$319K$363K0.4%
Manulife Financial Corp (CUSIP 56501RAE6)$376K$356K0.4%
Avalonbay Communities (CUSIP 053484AF8)$351K$356K0.4%
US Treasury STRIPS (CUSIP 912834PB8)$399K$356K0.4%
Omnicom Group Inc (CUSIP 681919BD7)$364K$355K0.4%
Amgen Inc (CUSIP 031162CW8)$326K$350K0.4%
Wilmington US Government Money Mkt Instl (CUSIP 97181C605)$350K$350K0.4%
Enel Finance Intl NV (CUSIP 29278GAF5)$373K$348K0.4%
US Bancorp Fr (CUSIP 91159HJF8)$345K$348K0.4%
DTE Electric Co (CUSIP 23338VAL0)$313K$347K0.4%
Intercontinentalexchange (CUSIP 45866FAP9)$439K$347K0.4%
CVS Health Corp (CUSIP 126650DN7)$338K$345K0.4%
Nevada Power Co (CUSIP 641423CC0)$366K$344K0.4%
Motorola Solutions Inc (CUSIP 620076BY4)$334K$343K0.4%
Santander Holdings USA (CUSIP 80282KAZ9)$327K$341K0.4%
Natwest Group PLC (CUSIP 639057AC2)$333K$338K0.4%
Southern Cal Edison (CUSIP 842400ja2)$336K$338K0.4%
Cameron Lng LLC (CUSIP 133434AA8)$353K$338K0.4%
Borgwarner Inc (CUSIP 099724AP1)$333K$337K0.4%
Cons Edison Co Of NY (CUSIP 209111FD0)$382K$336K0.4%
Unitedhealth Group Inc (CUSIP 91324PCQ3)$343K$336K0.4%
Philip Morris Intl Inc (CUSIP 718172DP1)$325K$335K0.4%
US Treasury STRIPS (CUSIP 912834MZ8)$327K$334K0.4%
Walmart Inc (CUSIP 931142EZ2)$350K$334K0.4%
Statoil Asa (CUSIP 85771PAL6)$370K$333K0.4%
DTE Electric Co (CUSIP 23338VAK2)$350K$326K0.4%
Cisco Systems Inc (CUSIP 17275RAF9)$427K$326K0.4%
Kinder Morgan Inc (CUSIP 49456BAZ4)$322K$323K0.4%
Pacific Gas & Electric (CUSIP 694308JW8)$308K$322K0.4%
Shops At Crystals Trust 2016-C 2016-Cstl D (CUSIP 82510wal4)$301K$322K0.4%
Allstate Corp (CUSIP 020002BC4)$394K$322K0.4%
US Treasury STRIPS (CUSIP 912834UY2)$750K$322K0.4%
JPMorgan Chase & Co (CUSIP 46647pcj3)$342K$321K0.4%
Florida Power & Light Co (CUSIP 341081fl6)$350K$321K0.4%
Ares Capital Corp (CUSIP 04010LBE2)$316K$319K0.4%
Virginia Elec & Power Co (CUSIP 927804GM0)$302K$314K0.4%
Southwest Airlines Co (CUSIP 844741BK3)$308K$310K0.4%
Brean Asset Backed Securities 2023-Rm7 A2 (CUSIP 10638BAB0)$267K$310K0.4%
BHP Billiton Fin USA Ltd (CUSIP 055451BA5)$311K$309K0.4%
US Treasury STRIPS (CUSIP 912834MT2)$391K$309K0.4%
Oncor Electric Delivery (CUSIP 68233JBP8)$402K$308K0.4%
LPL Holdings Inc (CUSIP 50212yal8)$301K$307K0.4%
Florida Power & Light Co (CUSIP 341081FD4)$385K$306K0.4%
Glencore Funding LLC (CUSIP 378272BY3)$303K$305K0.4%
Berkshire Hathaway Fin (CUSIP 084664BV2)$364K$304K0.4%
Black Diamond Clo Ltd 2021-1A A1Ar (CUSIP 09204WAF1)$300K$300K0.4%
Sfave Commercial Mortgage Secu 2015-5Ave B (CUSIP 78413MAL2)$340K$297K0.4%
Oge Energy Corp (CUSIP 670837AD5)$295K$296K0.3%
Microsoft Corp (CUSIP 594918CE2)$465K$295K0.3%
Verizon Communications (CUSIP 92343VEU4)$282K$292K0.3%
US Treasury STRIPS (CUSIP 912834RR1)$363K$291K0.3%
American Honda Finance (CUSIP 02665WER8)$283K$288K0.3%
Conocophillips Company (CUSIP 20826FBE5)$310K$285K0.3%
Anthem Inc (CUSIP 036752AT0)$276K$284K0.3%
Telefonica Emisiones Sau (CUSIP 87938WAT0)$301K$281K0.3%
Eastern Energy Gas (CUSIP 27636AAB8)$273K$280K0.3%
Toronto-Dominion Bank (CUSIP 89115A2E1)$273K$277K0.3%
US Treasury STRIPS (CUSIP 912834WC8)$336K$277K0.3%
Irv Trust 2025-200P C (CUSIP 45006HAE1)$280K$277K0.3%
Oracle Corp (CUSIP 68389XAE5)$321K$277K0.3%
Entergy Texas Inc (CUSIP 29365taq7)$269K$275K0.3%
O'Reilly Automotive Inc (CUSIP 67103HAK3)$284K$274K0.3%
Fremf Mortgage Trust 2018-K80 C (CUSIP 30307RAG2)$288K$273K0.3%
John Deere Capital Corp (CUSIP 24422EXU8)$263K$271K0.3%
Chubb Ina Holdings Inc (CUSIP 171239AK2)$268K$269K0.3%
Cigna Corp (CUSIP 125523CL2)$279K$267K0.3%
Brighthouse Financial Inc (CUSIP 10922NAC7)$260K$266K0.3%
Brean Asset Backed Securities 2023-Rm6 A1 (CUSIP 10638AAA4)$251K$264K0.3%
Abbvie Inc (CUSIP 00287YEA3)$254K$261K0.3%
US Treasury STRIPS (CUSIP 912834TV0)$327K$261K0.3%
Centerpoint Energy Res (CUSIP 15189YAF3)$263K$260K0.3%
New York Life Insurance (CUSIP 64952GAT5)$361K$257K0.3%
Transcanada Pipelines (CUSIP 89352HBA6)$252K$256K0.3%
Barclays Commercial Mortgage S 2023-C22 As (CUSIP 05554FAF2)$237K$255K0.3%
Dell Int LLC / EMC Corp (CUSIP 24703TAL0)$250K$254K0.3%
Midamerican Energy Co (CUSIP 595620AL9)$297K$245K0.3%
Bank Of America Corp (CUSIP 06051GJE0)$243K$245K0.3%
US Treasury Note/Bond (CUSIP 91282cmh1)$240K$241K0.3%
Johnson & Johnson (CUSIP 478160BU7)$234K$235K0.3%
Vici Properties LP (CUSIP 925650AH6)$229K$233K0.3%
T-Mobile USA Inc (CUSIP 87264ADF9)$227K$233K0.3%
Capital One Financial Co (CUSIP 14040HCS2)$231K$232K0.3%
Canadian Natl Railway (CUSIP 136375CP5)$306K$231K0.3%
Comcast Corp (CUSIP 20030NBU4)$344K$230K0.3%
Totalenergies Capital Sa (CUSIP 89157XAD3)$227K$230K0.3%
Avalonbay Communities (CUSIP 05348EBG3)$240K$225K0.3%
Westlake Automobile Receivable 2025-2A D (CUSIP 96041KAG9)$220K$222K0.3%
Enterprise Products Oper (CUSIP 29379VCK7)$215K$217K0.3%
Scott Trust 2023-Sfs A (CUSIP 810064AA3)$210K$216K0.3%
Arthur J Gallagher & Co (CUSIP 04316JAN9)$212K$215K0.3%
US Treasury Note/Bond (CUSIP 912810UL0)$212K$213K0.3%
Johnson & Johnson (CUSIP 478160CM4)$283K$213K0.3%
Morgan Stanley (CUSIP 6174468X0)$196K$213K0.3%
Travelers Cos Inc (CUSIP 89417EAN9)$259K$210K0.2%
Paypal Holdings Inc (CUSIP 70450YAP8)$206K$209K0.2%
California St Build America Bonds (CUSIP 13063A7D0)$248K$208K0.2%
Alphabet Inc (CUSIP 02079KAN7)$208K$202K0.2%
Soho Trust 2021 A (CUSIP 83410JAA6)$251K$201K0.2%
DB Master Finance LLC 2021-1A A2I (CUSIP 233046AN1)$202K$196K0.2%
US Treasury STRIPS (CUSIP 912834NV6)$215K$189K0.2%
Mars Inc (CUSIP 571676BD6)$186K$186K0.2%
Commonwealth Edison Co (CUSIP 202795JF8)$188K$186K0.2%
Houston Galleria Mall Trust 2025-Hglr A (CUSIP 44216XAA3)$180K$185K0.2%
Duke Energy Indiana LLC (CUSIP 26443TAA4)$239K$184K0.2%
FASST 2023-S1 A1 (CUSIP 31739RAA1)$168K$182K0.2%
Penske Truck Leasing/Ptl (CUSIP 709599BM5)$183K$181K0.2%
American Honda Finance (CUSIP 02665WFQ9)$180K$181K0.2%
BMO Mortgage Trust 2025-C12 As (CUSIP 05615DAG2)$170K$177K0.2%
Energy Transfer LP (CUSIP 29273VAT7)$172K$173K0.2%
CF Hippolyta Issuer LLC 2021-1A A1 (CUSIP 12530MAE5)$207K$173K0.2%
Nstar Electric Co (CUSIP 67021caw7)$164K$168K0.2%
Alexandria Real Estate E (CUSIP 015271AY5)$160K$167K0.2%
US Treasury When Issued Note/Bond (CUSIP 91282CMM0)$164K$165K0.2%
Mplx Lp (CUSIP 55336VBY5)$162K$164K0.2%
Drive Auto Receivables Trust 2025-S1 R1 (CUSIP 26210HAA1)$162K$164K0.2%
US Treasury Note/Bond (CUSIP 912810UF3)$161K$160K0.2%
Ventas Realty LP (CUSIP 92277GBB2)$154K$159K0.2%
US Treasury STRIPS (CUSIP 912834F94)$199K$157K0.2%
Santander Drive Auto Receivabl 2023-S1 R1 (CUSUP 80286QAA7)$156K$156K0.2%
Brookfield Finance Inc (CUSIP 11271LAA0)$148K$155K0.2%
Trinity Health Corp (CUSIP 896517AB5)$172K$154K0.2%
Brean Asset Backed Securities 2025-Rm11 A1 (CUSIP 10638GAA1)$149K$152K0.2%
Prudential Financial Inc (CUSIP 74432QCJ2)$207K$150K0.2%
Pepsico Inc (CUSIP 713448EP9)$150K$149K0.2%
Benchmark Mortgage Trust 2020-Ig3 T33B (CUSIP 08162QBL2)$215K$148K0.2%
Exxon Mobil Corporation (CUSIP 30231GAZ5)$157K$144K0.2%
US Treasury STRIPS (CUSIP 912834A65)$230K$139K0.2%
Kimberly-Clark Corp (CUSIP 494368BW2)$176K$138K0.2%
Private Export Funding (CUSIP 742651EB4)$135K$136K0.2%
Eli Lilly & Co (CUSIP 532457BT4)$128K$127K0.1%
US Treasury Note (CUSIP 91282CNP2)$125K$126K0.1%
Walmart Inc (CUSIP 931142EC3)$135K$123K0.1%
US Treasury STRIPS (CUSIP 912834J66)$129K$122K0.1%
Realty Income Corp (CUSIP 756109CT9)$118K$121K0.1%
Finance Of America Structured 2023-S1 A3 (CUSIP 31739RAC7)$105K$116K0.1%
Welltower Op Llc (CUSIP 95040QAM6)$109K$115K0.1%
Gilead Sciences Inc (CUSIP 375558BJ1)$125K$115K0.1%
Raytheon Tech Corp (CUSIP 75513ECB5)$155K$113K0.1%
Astrazeneca PLC (CUSIP 046353AZ1)$120K$113K0.1%
GA Global Funding Trust (CUSIP 36143L2T1)$105K$107K0.1%
US Treasury When Issued Note/Bond (CUSIP 912810UG1)$105K$105K0.1%
US Treasury STRIPS (CUSIP 912834XW3)$134K$103K0.1%
Southern Cal Edison (CUSIP 842400JC8)$101K$102K0.1%
Public Service Electric (CUSIP 74456QBY1)$108K$97K0.1%
US Treasury STRIPS (CUSIP 912834TP3)$98K$94K0.1%
Commonwealth Edison Co (CUSIP 202795JA9)$125K$91K0.1%
US Treasury Note/Bond (CUSIP 912810TZ1)$89K$86K0.1%
Showing top 200 of 214 investments by value.