Osu Physicians, Inc. Interim Retirement Plan — Form 5500 plan (Osu Physicians, Inc.)

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, Osu Physicians, Inc. Interim Retirement Plan is a benefit plan reported by Osu Physicians, Inc. under EIN 31-1447726 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,062 participants and $160,821,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osu Physicians, Inc.
EIN
31-1447726
Plan number
001
Plan type
3
Location
Columbus, OH
Latest filing year
2023
Participants
3,062
End-of-year plan assets
$160,821,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,062H, C20241014145312NAL0027621473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$160,821,841
Total liabilities (EOY)
$0
Net assets (EOY)
$160,821,841
Net assets (BOY)
$134,955,449

Income & contributions

Employer contributions
$9,929,123
Total contributions
$10,678,863
Total income / additions
$34,047,942

Expenses & distributions

Benefits paid
$8,181,550
Administrative expenses
$0
Total expenses
$8,181,550
Net increase / (decrease)
$25,866,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT COMPANY$389,989$02023
Aps-PentegraTHIRD PARTY ADMIN$161,428$02023
Morgan Stanley Smith Barney, LLCINVESTMENT ADVISOR$0$92,7832023

Related Form 5500 pages