2023 Form 5500 filing — Southern Ohio Medical Center Cash Balance Pension 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 20241004105841NAL0022524370001) for Southern Ohio Medical Center Cash Balance Pension Plan, reported by Southern Ohio Medical Center under EIN 31-0678022 and plan number 003. It reports 2,863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105841NAL0022524370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Ohio Medical Center
- EIN
- 31-0678022
- Plan number
- 003
- Location
- Portsmouth, OH
- Participants
- 2,863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,073,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,073,199
- Employer contributions
- $6,000,000
- Total income / additions
- $12,434,692
- Benefits paid
- $5,767,054
- Administrative expenses
- $915,087
- Total expenses
- $6,682,141
- Net increase / (decrease)
- $5,752,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc, LLC | NONE KNOWN | $226,195 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE KNOWN | $213,521 | not reported in the loaded dataset |
| Wellington Trust Company | NONE KNOWN | $34,868 | not reported in the loaded dataset |
| Income Research & Management | NONE KNOWN | $24,097 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE KNOWN | $13,816 | $0 |
| State Street Global Advisors Trust | NONE KNOWN | $6,978 | $0 |