2023 Form 5500 filing — Orthopaedic Institute Of Ohio, Inc. / Institute For Orthopaedic Surgery Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001071843NAL0006720689001) for Orthopaedic Institute Of Ohio, Inc. / Institute For Orthopaedic Surgery Retirement Savings Plan, reported by Orthopaedic Institute Of Ohio, Inc. under EIN 31-1562435 and plan number 002. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001071843NAL0006720689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Institute Of Ohio, Inc.
- EIN
- 31-1562435
- Plan number
- 002
- Location
- Lima, OH
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,618,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,618,831
- Employer contributions
- $1,454,679
- Participant contributions
- $2,042,907
- Total income / additions
- $10,728,552
- Benefits paid
- $2,631,797
- Administrative expenses
- $128,646
- Total expenses
- $2,760,443
- Net increase / (decrease)
- $7,968,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $74,550 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,322 | $0 |
| Barnes Dennig | ACCOUNTANT/AUDITOR | $22,245 | not reported in the loaded dataset |
| Matrix Trust Company | CONSULTANT | $8,529 | not reported in the loaded dataset |