Dana Ullom-Vucelich signed Ohio Living's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohio Living's EIN is 34-4429863.
Download the official 2024 Form 5500 (PDF) for Ohio Living from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Living's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | 51-0396365 | — | NONE | $261K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Index | Mutual Funds | — | — | $8.6M | 11.9% | |
| VALIC Fixed Interest | Other securities | — | — | $8.0M | 11.0% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.1M | 7.1% | |
| American Funds American Europacific Growth R6 | Mutual Funds | — | — | $5.0M | 6.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.7M | 6.5% | |
| Dimensional Fund Advisors DFA US Vector Equity Portfolio Institutional | Mutual Funds | — | — | $3.4M | 4.7% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $3.4M | 4.7% | |
| Voya Fixed Account | Other securities | — | — | $3.3M | 4.5% | |
| Vanguard NYLI Winslow Large Cap Growth Class A | Mutual Funds | — | — | $3.3M | 4.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.1M | 4.2% | |
| Voya Dodge & Cox Income X | Mutual Funds | — | — | $2.9M | 4.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.7M | 3.8% | |
| Invesco Discovery Mid Cap Growth Fund R6 | Mutual Funds | — | — | $2.7M | 3.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.4M | 3.3% | |
| Fidelity Advisor Small Cap Growth Fund Class Z | Mutual Funds | — | — | $2.1M | 2.9% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value I | Mutual Funds | — | — | $1.7M | 2.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.6M | 2.3% | |
| Voya Growth and Income Port I | Other securities | — | — | $1.5M | 2.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.5M | 2.1% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.5M | 2.0% | |
| Vanguard Target Retirement Inc. | Mutual Funds | — | — | $1.4M | 2.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.2M | 1.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.0M | 1.4% | |
| Voya Fidelity VIP Growth Portfolio I | Mutual Funds | — | — | $978K | 1.3% | |
| Participants Participant notes receivable with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $817K | 1.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $573K | 0.8% | |
| Voya Index Plus LargeCap Portfolio I | Other securities | — | — | $440K | 0.6% | |
| Voya Balanced Income Port Ins | Other securities | — | — | $354K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Value I | Mutual Funds | — | — | $230K | 0.3% | |
| Voya TRowePrc Divrsd MdCp Gr Pt I | Other securities | — | — | $178K | 0.2% | |
| Voya VY Inv Glob Portf - Init Cl | Other securities | — | — | $175K | 0.2% | |
| Voya Fidelity VIP Overseas Portfolio I * 222 Voya Solution Aggress Pt I | Mutual Funds | — | — | $172K | 0.2% | |
| Voya Fidelity VIP Contrafund Port I | Mutual Funds | — | — | $167K | 0.2% | |
| Voya VY Invesco Eqty & Inc Port I | Mutual Funds | — | — | $165K | 0.2% | |
| Voya Large Cap Growth Portfolio Inst | Other securities | — | — | $146K | 0.2% | |
| Voya Intermediate Bond Port I | Other securities | — | — | $128K | 0.2% | |
| Voya JPMorgan Md Cp Val Portfolio Srv | Other securities | — | — | $122K | 0.2% | |
| Voya Fidelity VIP Eqty-Income Port I | Mutual Funds | — | — | $112K | 0.2% | |
| Vanguard Institutional Target Retirement 2070 | Mutual Funds | — | — | $109K | 0.2% | |
| VALIC Money market fund - VALIC Gov Money Market | Cash / Money Market | — | — | $97K | 0.1% | |
| Voya Index Plus MidCap Portfolio I | Other securities | — | — | $95K | 0.1% | |
| Voya TRowePrice Grwth Eqty Port I | Other securities | — | — | $81K | 0.1% | |
| Voya VoyIntlHiDivLow Vol Port-In * 948 Voya Solution Balanced Pt I | Other securities | — | — | $69K | <0.1% | |
| Voya American Funds Growth Fnd R4 | Mutual Funds | — | — | $65K | <0.1% | |
| Voya VY Invesco Comstock Port Srv | Mutual Funds | — | — | $61K | <0.1% | |
| Voya Small Company Portfolio I | Common Stocks | — | — | $38K | <0.1% | |
| Voya American Funds Wash Mtual R4 | Mutual Funds | — | — | $27K | <0.1% | |
| Voya Russell LCp Gr Ind Prt I | Other securities | — | — | $13K | <0.1% | |
| Voya Index Plus SmallCap Portfolio I | Other securities | — | — | $9K | <0.1% | |
| Voya Fixed Plus Account | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
