2023 Form 5500 filing — The Ohiohealth Cash Balance Retirement 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 20241008151634NAL0029055920001) for The Ohiohealth Cash Balance Retirement Plan, reported by Ohiohealth Corporation under EIN 31-4394942 and plan number 333. It reports 15,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008151634NAL0029055920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohiohealth Corporation
- EIN
- 31-4394942
- Plan number
- 333
- Location
- Columbus, OH
- Participants
- 15,124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $754,288,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $754,288,954
- Total income / additions
- $60,204,191
- Benefits paid
- $47,742,028
- Administrative expenses
- $3,883,333
- Total expenses
- $51,625,361
- Net increase / (decrease)
- $8,578,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $569,780 | not reported in the loaded dataset |
| Income Research & Mgmt. Inc. | NONE | $460,156 | not reported in the loaded dataset |
| Clarion Partners, LLC | NONE | $418,143 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $227,474 | $0 |
| Silchester International Investor | NONE | $198,905 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $194,901 | $0 |
| Aon Consulting | NONE | $186,279 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $149,751 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE | $15,000 | not reported in the loaded dataset |
| Baker & Hostetler, Llp | NONE | $9,250 | not reported in the loaded dataset |