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OHIO EDUCATION ASSOCIATION

EIN 31-4269414-public policy-Latest filing 2025
Plans
5
Retirement
3
$239.1M assets
Welfare
2
$6.3M premiums
Participants
1,139
225 EAST BROAD STREET - COLUMBUS, OH 43215614-227-3102ohea.orgLinkedIn10001+ employeespublic policy
Plans on this EIN
5 filings
#004401k-$114.8M - 221 part#001TraditionalDB-$84.8M - 221 part#002TraditionalDB-$39.5M - 91 part#510Fully Insured-$6.3M - 523 lives#511Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $239.1M assets / 533 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • EMPLOYEES 401(K) Savings (#004)48%
  • ASSOCIATION UNION PENSION (#001)35%
  • MANAGEMENT EMPLOYEES PENSION (#002)17%
Total $239.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES 401(K) Savings (#004)221
  • ASSOCIATION UNION PENSION (#001)221
  • MANAGEMENT EMPLOYEES PENSION (#002)91
Total 533Click row to drill in

Benefits portfolio analytics

2 plans / $6.3M premiums / 523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Dental$287K
  • Life$219K
  • Long-term disability$219K
  • Other$219K
  • +1 more
Total $6.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MEDICAL MUTUAL91%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN1%
Total $6.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

OHIO EDUCATION ASSOCIATION EMPLOYEES 401(K) SAVINGS PLAN

401k

Assets$114.8M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OHIO EDUCATION ASSOCIATION UNION PENSION PLAN

TraditionalDB

Assets$84.8M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OHIO EDUCATION ASSOCIATION MANAGEMENT EMPLOYEES PENSION PLAN

TraditionalDB

Assets$39.5M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL

Premiums$6.3M
Covered lives523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

OHIO EDUCATION ASSOCIATION RETIREE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004OHIO EDUCATION ASSOCIATION EMPLOYEES 401(K) SAVINGS PLAN401k$114.8M2212025
001OHIO EDUCATION ASSOCIATION UNION PENSION PLANTraditionalDB$84.8M2212025
002OHIO EDUCATION ASSOCIATION MANAGEMENT EMPLOYEES PENSION PLANTraditionalDB$39.5M912025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLANFully InsuredMEDICAL MUTUAL$6.3M5232025
511OHIO EDUCATION ASSOCIATION RETIREE BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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