Plan5500

Osu Physicians, Inc. 403b 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. 403b Plan is a benefit plan reported by Osu Physicians, Inc. under EIN 31-1447726 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,336 participants and $49,901,282 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
002
Plan type
3
Location
Columbus, OH
Latest filing year
2023
Participants
2,336
End-of-year plan assets
$49,901,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,336H, C20241014145201NAL0026467073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,901,282
Total liabilities (EOY)
$0
Net assets (EOY)
$49,901,282
Net assets (BOY)
$40,254,328

Income & contributions

Participant contributions
$5,343,058
Total contributions
$5,352,628
Total income / additions
$12,582,336

Expenses & distributions

Benefits paid
$2,935,382
Administrative expenses
$0
Total expenses
$2,935,382
Net increase / (decrease)
$9,646,954

Service provider compensation (Schedule C)

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

Related Form 5500 pages