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Original filing (PDF)20250930161507NAL0005585283002
BOARD OF TRUSTEES OF OH CONFERENCE INDUSTRY HEALTH AND WELFARE TRUST
Form 5500
FILING_RECEIVED
OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 4
36% in single holding~196 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
2,554
Accounts w/ balance
—
Plan assets (EOY)
$117.4M
Net assets (EOY)
$113.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Baird Intermediate Bond Institutional Fund Registered investment company, 3,785,174 units" is 36% of plan.
- 196 bps in Schedule C fees — 1863% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF OH CONFERENCE INDUSTRY HEALTH AND WELFARE TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES OF OH CONFERENCE INDUSTRY HEALTH AND WELFARE TRUST
EIN
31-6029682
Address
435 S. HAWLEY STREET · TOLEDO, OH · 43609
Phone
(419) 254-3310
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-09-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
DGPERRY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDICAL MUTUAL | 34-0648820 | — | NONE | $665K | — |
| FORTY FOUR CORPORATION | 34-6029682 | — | RELATED COMPANY | $476K | — |
| UNITED HEALTHCARE | 41-1289245 | — | NONE | $212K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | NONE | $200K | — |
| NATIONAL INVESTMENT SERVICES (NIS) | 04-3044983 | MILWAUKEE, WI | NONE | $150K | — |
| THE JAMES B OSWALD COMPANY | 34-0445620 | CLEVELAND, OH | NONE | $108K | — |
| DANNY MILENKOVSKI | 31-6029682 | — | EMPLOYEE | $85K | — |
| MICHAEL WILCHER | 31-6029682 | — | EMPLOYEE | $71K | — |
| FAULKNER HOFFMAN PHILLIPS LLC | 45-1540483 | — | NONE | $66K | — |
| DANIELA JANCESKI | 31-6029682 | — | EMPLOYEE | $65K | — |
| DELTA DENTAL PLAN OF OHIO | 31-0685339 | FARMINGTON HILLS, MI | NONE | $55K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | LOMBARD, IL | NONE | $41K | — |
| HUNTINGTON NATIONAL BANK | 31-1232181 | COLUMBUS, OH | NONE | $39K | — |
| DGPERRY PLLC | 83-3033790 | — | NONE | $35K | — |
| M&S PRINTMEDIA | — | ROCHESTER, MI | NONE | $22K | — |
| NATIONAL VISION ADMINISTRATORS, LLC | — | WEST CLIFTON, NJ | NONE | $13K | — |
Investments
3 direct securities · 3 pooled funds· $111.0M(95% 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
$69.2M
3 holdings
Common Collective Trust
$41.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Intermediate Bond Institutional Fund Registered investment company, 3,785,174 units | — | — | $40.8M | $39.4M | 33.6% | |
| NIS INTERMEDIATE FIXED INCOME QP FU NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4087168 / PN 001 | Common Collective Trust | — | $34.9M | $35.8M | 30.5% | |
| Fidelity Total Market Index Fund Registered investment company, 182,200 units | — | — | $22.6M | $29.7M | 25.3% | |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | $3.2M | $3.7M | 3.2% | |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | $2.0M | $2.3M | 2.0% | |
| Goldman Sachs Financial Square Fund # 465 Money market and investment cash, 57,237 units | — | — | $57K | $57K | <0.1% |