Ohio Education Association's EIN is 31-4269414.
Download the official 2024 Form 5500 (PDF) for Ohio Education Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Education Association's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT | 04-3132283 | — | NONE | $124K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $115K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $45K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $33K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CLARK, SCHAEFER, HACKETT AND CO. |
| 31-0800053 |
| — |
| NONE |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CIT DB GROWTH PORTFOLIO WILMINGTON TRUST, N.A. · EIN 82-0737797 / PN 187 | Common Collective Trust | — | $9.5M | $20.2M | 23.8% | |
| Federated Government Obligations Fund IS (goix.x) (CUSIP WTC299486) | Other securities | — | $2.2M | $2.2M | 2.6% | |
| Goldman Sachs Group Inc (CUSIP 38141GXR0) | Common Stocks | — | $797K | $774K | 0.9% | |
| JPMorgan Chase & Co (CUSIP 46647PAJ5) | Common Stocks | — | $840K | $712K | 0.8% | |
| Wells Fargo & Company (CUSIP 94974BGL8) | Common Stocks | — | $688K | $707K | 0.8% | |
| Comcast Corp (CUSIP 20030NBH3) | Common Stocks | — | $715K | $705K | 0.8% | |
| American Tower Corp (CUSIP 03027XAX8) | Common Stocks | — | $622K | $647K | 0.8% | |
| BP Cap Markets America (CUSIP 10373QBT6) | Other securities | — | $635K | $631K | 0.7% | |
| Apple Inc (CUSIP 037833bh2) | Common Stocks | — | $813K | $627K | 0.7% | |
| Kimco Realty Corp (CUSIP 49446RAP4) | Common Stocks | — | $617K | $619K | 0.7% | |
| US Treasury Note/Bond (CUSIP 91282CMV0) | U.S. Treasuries | — | $615K | $617K | 0.7% | |
| Manuf & Traders Trust Co (CUSIP 55279HAQ3) | Common Stocks | — | $595K | $614K | 0.7% | |
| Anheuser-Busch Inbev Wor (CUSIP 03523TBU1) | Other securities | — | $601K | $613K | 0.7% | |
| Corebridge Financial Inc (CUSIP 21871XAP4) | Common Stocks | — | $593K | $600K | 0.7% | |
| Amazon.Com Inc (CUSIP 023135bt2) | Common Stocks | — | $846K | $572K | 0.7% | |
| US Treasury Note/Bond (CUSIP 91282CNE7) | U.S. Treasuries | — | $558K | $562K | 0.7% | |
| American Express Co (CUSIP 025816DH9) | Common Stocks | — | $549K | $557K | 0.7% | |
| National Rural Util Coop (CUSIP 637432NQ4) | Other securities | — | $515K | $542K | 0.6% | |
| Verizon Communications (CUSIP 92343vcq5) | Other securities | — | $607K | $539K | 0.6% | |
| BNP Paribas (CUSIP 09659W2K9) | Other securities | — | $555K | $539K | 0.6% | |
| Energy Transfer LP (CUSIP 86765BAT6) | Other securities | — | $560K | $538K | 0.6% | |
| PNC Bank NA (CUSIP 69349LAR9) | Other securities | — | $511K | $508K | 0.6% | |
| HCA Inc (CUSIP 404119CP2) | Common Stocks | — | $484K | $492K | 0.6% | |
| Duke Energy Corp (CUSIP 26441CBS3) | Common Stocks | — | $466K | $488K | 0.6% | |
| Bank Of America Corp (CUSIP 06051GJZ3) | Common Stocks | — | $495K | $482K | 0.6% | |
| GSK Consumer Healthcare (CUSIP 36264FAM3) | Other securities | — | $468K | $476K | 0.6% | |
| Branch Banking & Trust (CUSIP 07330MAC1) | Other securities | — | $469K | $476K | 0.6% | |
| Katayma Clo Ltd 2023-1A A1 (CUSIP 48585JAA8) | Structured Credit (CLO/ABS) | — | $470K | $471K | 0.6% | |
| Pfizer Investment Enter (CUSIP 716973AG7) | Other securities | — | $517K | $467K | 0.6% | |
| Home Depot Inc (CUSIP 437076BX9) | Common Stocks | — | $545K | $462K | 0.5% | |
| US Treasury STRIPS (CUSIP 912834PM4) | U.S. Treasuries | — | $528K | $460K | 0.5% | |
| US Treasury Note/Bond (CUSIP 91282CNG2) | U.S. Treasuries | — | $449K | $456K | 0.5% | |
| Hyundai Capital America (CUSIP 44891ACH8) | Other securities | — | $444K | $455K | 0.5% | |
| Prologis LP (CUSIP 74340XCJ8) | Other securities | — | $450K | $454K | 0.5% | |
| Aercap Ireland Cap/Globa (CUSIP 00774MAW5) | Other securities | — | $437K | $452K | 0.5% | |
| US Treasury STRIPS (CUSIP 912834QH4) | U.S. Treasuries | — | $561K | $451K | 0.5% | |
| Pub Svc Elec & Gas (CUSIP 74456qaz9) | Other securities | — | $536K | $448K | 0.5% | |
| General Dynamics Corp (CUSIP 369550BH0) | Common Stocks | — | $507K | $447K | 0.5% | |
| Ameren Illinois Co (CUSIP 02361DAR1) | Common Stocks | — | $582K | $446K | 0.5% | |
| Citigroup Inc (CUSIP 172967ML2) | Common Stocks | — | $466K | $445K | 0.5% | |
| SLG Office Trust 2021-Ova A (CUSIP 78449RAA3) | Other securities | — | $503K | $431K | 0.5% | |
| Blackstone Private Cre (CUSIP 09261HAD9) | Other securities | — | $393K | $425K | 0.5% | |
| United States Treas Nts (CUSIP 91282CNC1) | U.S. Treasuries | — | $415K | $421K | 0.5% | |
| State Street Corp (CUSIP 857477CC5) | Common Stocks | — | $396K | $410K | 0.5% | |
| General Motors Finl Co (CUSIP 37045XDV5) | Common Stocks | — | $370K | $406K | 0.5% | |
| BMO Mortgage Trust 2023-C7 A5 (CUSIP 05593FAD0) | Other securities | — | $386K | $403K | 0.5% | |
| US Treasury Note/Bond (CUSIP 91282CMW8) | U.S. Treasuries | — | $399K | $401K | 0.5% | |
| Burlingtn North Santa Fe (CUSIP 12189LAP6) | Other securities | — | $478K | $389K | 0.5% | |
| Conagra Brands Inc (CUSIP 205887CF7) | Common Stocks | — | $385K | $389K | 0.5% | |
| Unitedhealth Group Inc (CUSIP 91324PBE1) | Common Stocks | — | $455K | $388K | 0.5% |
