2023 Form 5500 filing — Southeastern Ohio Regional Medical Center 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 20241008152329NAL0017878561001) for Southeastern Ohio Regional Medical Center Pension Plan, reported by Southeastern Ohio Regional Medical Center under EIN 31-4391798 and plan number 001. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152329NAL0017878561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeastern Ohio Regional Medical Center
- EIN
- 31-4391798
- Plan number
- 001
- Location
- Cambridge, OH
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,176,466
- Total liabilities (EOY)
- $329,425
- Net assets (EOY)
- $54,847,041
- Total income / additions
- $4,519,905
- Benefits paid
- $4,100,631
- Administrative expenses
- $739,719
- Total expenses
- $4,840,350
- Net increase / (decrease)
- -$320,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clearstead Advisors, LLC | NONE | $91,782 | not reported in the loaded dataset |
| Aon Consulting, Inc | NONE | $64,295 | $0 |
| Southeastern Ohio Regional Medical | NONE | $58,468 | not reported in the loaded dataset |
| Pnc Bank | NONE | $43,944 | $0 |
| Aon Investments Usa Inc | NONE | $33,871 | $0 |
| Legal & General | NONE | $24,726 | not reported in the loaded dataset |