Ohio Education Association Union Pension Plan
Sponsored by Ohio Education Association · EIN 314269414 · Plan #001
- Total assets
- $84.8M
- Net assets
- $84.8M
- Active participants
- 7
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slc Management | Investment management, Direct payment from the plan | $123,839 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $114,644 |
| Aon Consulting | Actuarial, Direct payment from the plan | $45,100 |
| Matrix Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $32,995 |
| Clark, Schaefer, Hackett And Co. | Accounting | $14,500 |