Original filing (PDF)20260225135325NAL0005626467001

OHIO OPERATING ENGINEERS APPRENTICESHIP FUND

Name: OHIO OPERATING ENGINEERS APPRENTICESHIP FUND — Form 5500 (2024)
Creator: OHIO OPERATING ENGINEERS APPRENTICESHIP FUND

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 3

~1729 bps in Sched C feesNo recordkeeper disclosed81 service providers

Active participants

10,789

Accounts w/ balance

—

Plan assets (EOY)

$31.3M

Net assets (EOY)

$30.7M

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

100

Knocking points off

1729 bps in Schedule C fees — 5862% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

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

Plan sponsor

Name

OHIO OPERATING ENGINEERS APPRENTICESHIP FUND

EIN

31-6057717

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

Audit & trust (Schedule H)

Auditor

CIUNI & PANICHI, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

81 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUTIERREZ JR, MANUEL	31-6057717	—	EMPLOYEE	$162K	—
DATA DESIGN SYSTEMS	27-3172883	—	—	$151K	—
SEMAN, ROBERT	31-6057717	—	EMPLOYEE	$145K	—
SINGLETON, JAMES D.	31-6057717	—	EMPLOYEE	$129K	—
FUENTES, MATTHEW T.	31-6057717	—	EMPLOYEE	$127K	—
GROVES, RICHARD E.	31-6057717	—	EMPLOYEE	$127K	—
BROOKS, BENJAMIN P.	31-6057717	—	EMPLOYEE	$127K	—
CAMECHIS, JAMES B.	31-6057717	—	EMPLOYEE	$112K	—
ROCK, FALLON R.	31-6057717	—	EMPLOYEE	$108K	—
DRAKE, BRANDON L.	31-6057717	—	EMPLOYEE	$108K	—
VAN FOSSEN, MICHAEL W.	31-6057717	—	EMPLOYEE	$108K	—
HOLLAND, JOSHUA	31-6057717	—	EMPLOYEE	$108K	—
RUNK, MARK A.	31-6057717	—	EMPLOYEE	$107K	—
RIGGI, JEFFREY S.	31-6057717	—	EMPLOYEE	$107K	—
MCNEMAR, ZACHARY	31-6057717	—	EMPLOYEE	$107K	—
BRAUNSTEIN, WILLIAM J.	31-6057717	—	EMPLOYEE	$106K	—
EWERSEN, ERIC	31-6057717	—	EMPLOYEE	$106K	—
DEARTH, TRENT R.	31-6057717	—	EMPLOYEE	$106K	—
IRWIN, EVAN A.	31-6057717	—	EMPLOYEE	$106K	—
HARGRAVE JR., ROBERT E.	31-6057717	—	EMPLOYEE	$106K	—
LISCOE JR, JOHN P	31-6057717	—	EMPLOYEE	$106K	—
DECK, JASON M.	31-6057717	—	EMPLOYEE	$106K	—
SUGGS, CHRISTOPHER D.	31-6057717	—	EMPLOYEE	$106K	—
BUTCHER, BRENT C.	31-6057717	—	EMPLOYEE	$106K	—
HENDERSON, MICHAEL R.	31-6057717	—	EMPLOYEE	$106K	—
MATOUSEK, ERIC J.	31-6057717	—	EMPLOYEE	$106K	—
HALL, DECARLOS R.	31-6057717	—	EMPLOYEE	$106K	—
GEORGE, GABRIEL A	31-6057717	—	EMPLOYEE	$106K	—
HOELTER, THOMAS G	31-6057717	—	EMPLOYEE	$106K	—
JORDAN III, DAVID A.	31-6057717	—	EMPLOYEE	$106K	—
DRAUR, ELIZABETH	31-6057717	—	EMPLOYEE	$106K	—
NUHFER, KENNETH A	31-6057717	—	EMPLOYEE	$106K	—
COX, ERIC	31-6057717	—	EMPLOYEE	$106K	—
STOCK, JOHN F.	31-6057717	—	EMPLOYEE	$99K	—
BLACK, SHELBY N.	31-6057717	—	EMPLOYEE	$81K	—
GODWIN, NICHOLAS	31-6057717	—	EMPLOYEE	$80K	—
EROSHEVICH, SASHA	31-6057717	—	EMPLOYEE	$78K	—
TUCKER, TERRI L.	31-6057717	—	EMPLOYEE	$77K	—
MEYER, ROBERT	31-6057717	—	EMPLOYEE	$72K	—
FINCH JR., TIMOTHY	31-6057717	—	EMPLOYEE	$71K	—
RONSKI, DAWN F	31-6057717	—	EMPLOYEE	$68K	—
MARTIN, CONNIE	31-6057717	—	EMPLOYEE	$67K	—
PHILLIPS, SHALENE D	31-6057717	—	EMPLOYEE	$65K	—
SEALS, JANAE R	31-6057717	—	EMPLOYEE	$64K	—
NORRIS, MARK A	31-6057717	—	EMPLOYEE	$59K	—
MAGAZINE, LAURA	31-6057717	—	EMPLOYEE	$57K	—
CINTAS	31-1188630	—	—	$55K	—
FISK, EVAN	31-6057717	—	EMPLOYEE	$54K	—
TACKETT, MACKENZIE	31-6057717	—	EMPLOYEE	$50K	—
TECHNIQUE ROOFING SYSTEMS LLC	34-1952656	—	—	$40K	—
GERSPER, TARA	31-6057717	—	EMPLOYEE	$38K	—
TOOTLE, DUSTIN C.	31-6057717	—	EMPLOYEE	$35K	—
COMTE CONSTRUCTION CO	—	TOLEDO, OH	—	$34K	—
WILSON, CAROL	31-6057717	—	EMPLOYEE	$32K	—
DIRTY 2 CLEAN CLEANERS	92-2072301	—	—	$28K	—
F&A INC.	34-1788155	—	—	$25K	—
PERFORMANCE ASSESSMENT NETWORK INC.	35-2106505	—	—	$24K	—
BARKER, STACEY	31-6057717	—	EMPLOYEE	$23K	—
BUCKEYE COMMERCIAL FLOORING LLC	47-4249632	—	—	$21K	—
SMITH BOUGHAN MECHANICAL SERVICES	34-4418854	—	—	$20K	—
THE GEOPFERT COMPANY	34-0753321	—	—	$19K	—
LIMBACH COMPANY LLC	16-1622725	—	—	$18K	—
C&P ADVISORS	34-1322309	—	—	$17K	—
HYLANT GROUP	34-1880366	—	—	$16K	—
COVERALL OF NORTH AMERICA INC	33-0101479	—	—	$16K	—
WORLEY, JOSEPH W.	31-6057717	—	EMPLOYEE	$15K	—
CARLA LAWRENCE	—	UNION FURNACE, OH	—	$14K	—
PAUL, MICHAEL C.	31-6057717	—	EMPLOYEE	$14K	—
KCR MECHANICAL SERVICES INC	31-1434251	—	—	$13K	—
WM CORPORATE SERVICES, INC.	31-2660763	—	—	$12K	—
BRANHAM, ARLIE B.	31-6057717	—	EMPLOYEE	$11K	—
STALLINGS, NATHAN	31-6057717	—	EMPLOYEE	$11K	—
JLC CUSTOMS LLC	—	MILFORD, OH	—	$10K	—
RICKS CUSTOM COUNTERTOPS	—	MILLBURY, OH	—	$10K	—
SUMMIT EQUITY PARTNERS LLC	33-1509900	—	—	$9K	—
MARTIN, CHERYL A.	31-6057717	—	EMPLOYEE	$9K	—
FULLERTON, GRACIE	31-6057717	—	EMPLOYEE	$8K	—
BJ'S ELECTRIC, INC	—	LAURELVILLE, OH	—	$8K	—
TOLLEY, TIMOTHY	31-6057717	—	EMPLOYEE	$7K	—
OHIO TELE-NET LLC	32-0100286	—	—	$6K	—
SCOTT, SHANNON L.	31-6057717	—	EMPLOYEE	$5K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.