2026-07-08T08:00:52-05:00 2025-08-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2024-09-01 316681181 VEBA TRUST AGREEMENT FOR OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN VEBA 6142273102 225 E BROAD STREET COLUMBUS OH 43215 STEFANIE ARMIJO VICE PRESIDENT-CLIENT SERVICES 6142273102 2026-06-30 1 1 NATOSHA CARR P01225377 6148852208 2026-06-30 2024 2025-03-06 01:10:19Z ROBERT MCFEE 225 E BROAD STREET COLUMBUS OH 43215 13356684 0 X N/A X 2001 OH TO PROVIDE BENEFITS TO PARTICIPANTS. 5 0 0 0 1818964 0 0 0 8595127 8562564 1135690 1818964 0 0 9730817 10381528 0 0 7347474 7391665 5399 6039 0 0 0 932879 935608 8285752 8333312 1445065 2048216 28611295 31987686 2733 15941 28608562 31971745 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 1 0 1 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 6142273102 225 E BROAD STREET COLUMBUS OH 43215 PATRICIA COLLINS MURDOCK EXECUTIVE DIRECTOR (TERM 12/31/24) 1.00 61.00 X X 0 234231 55226 AIRICA CLAY EXECUTIVE DIRECTOR (START 01/01/25) 1.00 61.00 X X 0 214750 71436 SCOTT DIMAURO PRESIDENT (TERM 07/14/25) 1.00 65.00 X X 0 228942 64300 JEFF WENSING PRESIDENT (START 07/15/25) 1.00 65.00 X X 0 201412 28085 DAN GREENBURG VICE PRESIDENT (START 07/15/25) 1.00 62.00 X X 0 0 0 ROBERT MCFEE SECRETARY/TREASURER 1.00 64.00 X X 0 99133 42016 MATRIX TRUST COMPANY TRUSTEE 1.00 X 6039 0 0 MARK HILL SECRETARY-TREASURER (TERM 07/14/24) 0.00 0.00 X 0 181037 10576 6039 1159505 271639 0 1 1 0 MEDICAL MUTUAL OF OHIO PO BOX 951922 CLEVELAND OH 44193 BENEFITS ADMINISTRATIVE SERVICES 628893 1 SPONSOR CONTRIBUTIONS 525100 7968753 7968753 PARTICIPANT CONTRIBUTIONS-ACTIVE 525100 524676 524676 PARTICIPANT CONTRIBUTIONS-RETIRED 525100 69135 69135 8562564 1185361 1185361 3608759 2975156 633603 633603 633603 10381528 8562564 1818964 0 7391665 6039 36478 PLAN ADMINISTRATION EXP 899130 8333312 11339 103381 103364 59864 48606 28448050 31824377 28611295 31987686 2733 15941 2733 15941 X 28608562 31971745 0 0 0 0 28608562 31971745 28611295 31987686 2048216 1314967 0 X X 0 1 X 1 0 0 0 0 SCOTT DIMAURO PRESIDENT (TERM 07/14/25) 0 214150 0 0 0 14792 0 23968 0 40332 0 293242 0 0 PATRICIA COLLINS MURDOCK EXECUTIVE DIRECTOR (TERM 12/31/24) 0 216165 0 0 0 18066 0 48266 0 6960 0 289457 0 0 AIRICA CLAY EXECUTIVE DIRECTOR (START 01/01/25) 0 199212 0 0 0 15538 0 49956 0 21480 0 286186 0 0 JEFF WENSING PRESIDENT (START 07/15/25) 0 187012 0 0 0 14400 0 17838 0 10247 0 229497 0 0 MARK HILL SECRETARY-TREASURER (TERM 07/14/24) 0 97748 0 0 0 83289 0 10576 0 0 0 191613 0 0 PART I, LINE 3 THE VEBA TRUST AGREEMENT PROVIDES NO DIRECT COMPENSATION OR BENEFITS TO ANY OFFICER OR EMPLOYEE. 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 WHERE 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 OF THEIR DESIGNEES 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 MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OHIO EDUCATION ASSOCIATION 225 E BROAD STREET 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 0