2023 Form 5500 filing — Osu Physicians, Inc. 403b 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 20241014145201NAL0026467073001) for Osu Physicians, Inc. 403b Plan, reported by Osu Physicians, Inc. under EIN 31-1447726 and plan number 002. It reports 2,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145201NAL0026467073001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Osu Physicians, Inc.
- EIN
- 31-1447726
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 2,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,901,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,901,282
- Participant contributions
- $5,343,058
- Total income / additions
- $12,582,336
- Benefits paid
- $2,935,382
- Administrative expenses
- $0
- Total expenses
- $2,935,382
- Net increase / (decrease)
- $9,646,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $389,989 | $0 |
| Aps- Pentegra | TPA | $161,428 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $0 | $92,783 |