Orthopaedic Institute Of Ohio, Inc. / Institute For Orthopaedic Surgery Retirement Savings Plan — Form 5500 plan (Orthopaedic Institute Of Ohio, 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, Orthopaedic Institute Of Ohio, Inc. / Institute For Orthopaedic Surgery Retirement Savings Plan is a benefit plan reported by Orthopaedic Institute Of Ohio, Inc. under EIN 31-1562435 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $47,618,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic Institute Of Ohio, Inc.
- EIN
- 31-1562435
- Plan number
- 002
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $47,618,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241001071843NAL0006720689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,618,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,618,831
- Net assets (BOY)
- $39,650,722
Income & contributions
- Employer contributions
- $1,454,679
- Participant contributions
- $2,042,907
- Total contributions
- $3,837,211
- Total income / additions
- $10,728,552
Expenses & distributions
- Benefits paid
- $2,631,797
- Administrative expenses
- $128,646
- Total expenses
- $2,760,443
- Net increase / (decrease)
- $7,968,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $74,550 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,322 | $0 | 2023 |
| Barnes Dennig | ACCOUNTANT/AUDITOR | $22,245 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CONSULTANT | $8,529 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic Institute Of Ohio, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lima, OH
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Barnes Dennig — Schedule C compensation
- Matrix Trust Company — Schedule C compensation