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OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameOHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN
Plan identification number 505

OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

OHIO HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:OHIO HISTORICAL SOCIETY
Employer identification number (EIN):314389673
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052023-07-01JEFFREY K. WARD2024-10-31
5052022-07-01JEFF WARD2023-11-10
5052021-07-01JEFFREY K. WARD2023-01-30
5052020-07-01SHERRY HENNING2022-04-11
5052019-07-01SHERRY HENNING2021-04-14
5052018-07-01
5052018-07-01SHERRY HENNING2021-06-11
5052017-07-01SHERRY HENNING SHERRY HENNING2019-01-31
5052017-07-01SHERRY HENNING2021-06-11
5052016-07-01SHERRY HENNING SHERRY HENNING2018-04-12
5052016-07-01SHERRY HENNING2021-06-11
5052015-07-01SHERRY HENNING
5052015-07-01SHERRY HENNING2021-06-11
5052014-07-01BARBARA WEISENBERGER
5052014-07-01SHERRY HENNING2021-06-11
5052013-07-01JEFF WARD
5052013-07-01SHERRY HENNING2021-06-11
5052012-07-01JEFF WARD
5052012-07-01SHERRY HENNING2021-06-11
5052011-07-01BARBARA WEISENBERGER JEFF WARD2013-02-01
5052011-07-01SHERRY HENNING2021-06-11
5052010-07-01SHERRY HENNING2021-06-11

Plan Statistics for OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN

Measure Date Value
2023: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-01233
Total number of active participants reported on line 7a of the Form 55002023-07-01261
Number of retired or separated participants receiving benefits2023-07-010
Number of other retired or separated participants entitled to future benefits2023-07-010
Total of all active and inactive participants2023-07-01261
Number of employers contributing to the scheme2023-07-010
2022: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01217
Total number of active participants reported on line 7a of the Form 55002022-07-01233
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01233
Number of employers contributing to the scheme2022-07-010
2021: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01190
Total number of active participants reported on line 7a of the Form 55002021-07-01217
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01217
Number of employers contributing to the scheme2021-07-010
2020: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01211
Total number of active participants reported on line 7a of the Form 55002020-07-01190
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01190
Number of employers contributing to the scheme2020-07-010
2019: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01207
Total number of active participants reported on line 7a of the Form 55002019-07-01211
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01211
Number of employers contributing to the scheme2019-07-010
2018: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01218
Total number of active participants reported on line 7a of the Form 55002018-07-01207
Total of all active and inactive participants2018-07-01207
Total participants2018-07-01207
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Number of employers contributing to the scheme2018-07-010
2017: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01234
Total number of active participants reported on line 7a of the Form 55002017-07-01218
Total of all active and inactive participants2017-07-01218
Total participants2017-07-01218
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Number of employers contributing to the scheme2017-07-010
2016: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01215
Total number of active participants reported on line 7a of the Form 55002016-07-01234
Total of all active and inactive participants2016-07-01234
Total participants2016-07-01234
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Number of employers contributing to the scheme2016-07-010
2015: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01201
Total number of active participants reported on line 7a of the Form 55002015-07-01215
Total of all active and inactive participants2015-07-01215
Total participants2015-07-01215
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Number of employers contributing to the scheme2015-07-010
2014: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01192
Total number of active participants reported on line 7a of the Form 55002014-07-01201
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01201
Number of employers contributing to the scheme2014-07-010
2013: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01184
Total number of active participants reported on line 7a of the Form 55002013-07-01192
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01192
Number of employers contributing to the scheme2013-07-010
2012: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01177
Total number of active participants reported on line 7a of the Form 55002012-07-01184
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01184
Number of employers contributing to the scheme2012-07-010
2011: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01176
Total number of active participants reported on line 7a of the Form 55002011-07-01177
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01177
Number of employers contributing to the scheme2011-07-010
2010: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01100
Total number of active participants reported on line 7a of the Form 55002010-07-01176
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01176
Number of employers contributing to the scheme2010-07-010

Form 5500 Responses for OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN

2023: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan funding arrangement – General assets of the sponsorYes
2023-07-01Plan benefit arrangement – InsuranceYes
2023-07-01Plan benefit arrangement – General assets of the sponsorYes
2022: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01First time form 5500 has been submittedYes
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01First time form 5500 has been submittedYes
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01First time form 5500 has been submittedYes
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01First time form 5500 has been submittedYes
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01First time form 5500 has been submittedYes
2010-07-01Submission has been amendedYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10276165
Policy instance 3
Insurance contract or identification number10276165
Number of Individuals Covered261
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $15,795
Total amount of fees paid to insurance companyUSD $7,552
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM, CRITICAL ILLNESS, ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $100,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10503101001
Policy instance 2
Insurance contract or identification number10503101001
Number of Individuals Covered291
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $1,932
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number2494
Policy instance 1
Insurance contract or identification number2494
Number of Individuals Covered295
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $10,728
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number924707
Policy instance 1
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number2494
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BKF8
Policy instance 3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BKF8
Policy instance 3
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number2494
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number924707
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0BKF8
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0BKF8
Policy instance 1
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131681000
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131681000
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10131681
Policy instance 1

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