2024-07-02T15:52:35-05:00 2023-08-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2022-09-01 316681181 VEBA TRUST AGREEMENT FOR OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN VEBA 6142284526 225 E BROAD STREET COLUMBUS OH 43215 STEFANIE ARMIJO VICE PRESIDENT-CLIENT SERVICES 6142284526 2024-06-28 1 STEFANIE ARMIJO 999009999 0 NATOSHA CARR P01225377 6148852208 2024-06-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MARK HILL 225 E BROAD STREET COLUMBUS OH 43215 12497004 0 X N/A X 2001 OH TO PROVIDE BENEFITS TO PARTICIPANTS. 5 0 0 0 457432 0 0 0 8492846 8201410 1078864 457432 0 0 9571710 8658842 0 0 7459787 7186518 5326 4989 0 0 0 932917 890589 8398030 8082096 1173680 576746 22401761 24408012 0 0 22401761 24408012 TO PROVIDE BENEFITS TO PARTICIPANTS. 0 0 TO FUND VARIOUS HEALTH, LIFE, DENTAL, VISION, DISABILITY, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 5 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X KRISTY SPIRES 6142284526 225 E BROAD STREET COLUMBUS OH 43215 SCOTT DIMAURO PRESIDENT 1.00 50.00 X X 0 220742 43077 JEFF WENSING VICE PRESIDENT 1.00 60.00 X X 0 194833 30741 MARK HILL SECRETARY/TREASURER 1.00 60.00 X X 0 194832 63340 PATRICIA COLLINS MURDOCK EXECUTIVE DIRECTOR 1.00 60.00 X X 0 222047 56079 MATRIX TRUST COMPANY TRUSTEE 1.00 X 4989 0 0 4989 832454 193237 0 0 1 0 MEDICAL MUTUAL OF OHIO PO BOX 951922 CLEVELAND OH 44193 BENEFITS ADMINISTRATIVE SERVICES 601012 1 SPONSOR CONTRIBUTIONS 900099 7626834 7626834 PARTICIPANT CONTRIBUTIONS-ACTIVE 900099 488846 488846 PARTICIPANT CONTRIBUTIONS-RETIRED 900099 85730 85730 8201410 753208 753208 3542386 3838162 -295776 -295776 -295776 8658842 8201410 457432 0 7186518 4989 44254 PLAN ADMINISTRATION EXP 846335 8082096 115254 180364 49 47925 22286458 24179723 22401761 24408012 0 0 X 22401761 24408012 0 0 0 0 22401761 24408012 22401761 24408012 576746 1429505 0 X X 0 1 X 1 0 0 0 0 PATRICIA COLLINS MURDOCK EXECUTIVE DIRECTOR 0 203989 0 0 0 18058 0 35351 0 20728 0 278126 0 0 SCOTT DIMAURO PRESIDENT 0 206157 0 0 0 14585 0 23403 0 19674 0 263819 0 0 MARK HILL SECRETARY/TREASURER 0 180288 0 0 0 14544 0 21420 0 41920 0 258172 0 0 JEFF WENSING VICE PRESIDENT 0 180433 0 0 0 14400 0 19184 0 11557 0 225574 0 0 PART I, LINE 4 OFFICERS RECEIVE NO DIRECT COMPENSATION OR BENEFITS FROM THE VEBA TRUST AGREEMENT. SALARIES AND BENEFITS ARE PAID BY THE OHIO EDUCATION ASSOCIATION AS SHOWN IN THAT ORGANIZATION'S 990 FILING FOR THE SAME PERIOD. THE OHIO EDUCATION ASSOCIATION USES A COMPENSATION COMMITTEE, A WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION A, LINE 6 THIS IS A MEMBER ORGANIZATION BECAUSE UPON TERMINATION, THE PARTICIPANTS WILL BE PROVIDED WITH INSURANCE FOR ANY CASH OR FUNDS THAT REMAIN IN THE TRUST. THERE ARE NO VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A CONFLICT OF INTEREST POLICY FOR EMPLOYEES. A SEPARATE CONFLICT OF INTEREST POLICY EXISTS FOR OFFICERS OF GOVERNANCE. BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO DISCLOSE POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OHIO EDUCATION ASSOCIATION 225 E BROAD STREET SUITE 2550 COLUMBUS OH 43215 314269414 CONTINUOUS IMPROVEMENT OF PUBLIC EDUCATION & ADVOCATING FOR MEMBERS OH 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1