Ohiohealth Retirement Savings Plan 401(K) — Form 5500 plan (Ohiohealth)
Plain-English plan 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, Ohiohealth Retirement Savings Plan 401(K) is a benefit plan reported by Ohiohealth under EIN 31-1119936 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $42,673,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohiohealth
- EIN
- 31-1119936
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $42,673,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241008154502NAL0017910209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,673,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,673,198
- Net assets (BOY)
- $39,156,577
Income & contributions
- Employer contributions
- $185,353
- Participant contributions
- $428,062
- Total contributions
- $749,037
- Total income / additions
- $7,537,177
Expenses & distributions
- Benefits paid
- $4,018,282
- Administrative expenses
- $0
- Total expenses
- $4,020,556
- Net increase / (decrease)
- $3,516,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors | INV. ADVISOR | $3,832 | not reported in the loaded dataset | 2023 |
| Baker & Hostetler Llp | LEGAL | $1,104 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Instl Ops Co | RECORKEEPING | -$8,759 | $0 | 2023 |