Ohiohealth Retirement Savings Plan 403(B) — 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 403(B) is a benefit plan reported by Ohiohealth under EIN 31-4394942 and plan number 001. The latest loaded filing year is 2023. The filing reports 33,732 participants and $2,333,422,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohiohealth
EIN
31-4394942
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
33,732
End-of-year plan assets
$2,333,422,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333,732H, C20241008153315NAL0017892865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,333,422,722
Total liabilities (EOY)
$0
Net assets (EOY)
$2,333,422,722
Net assets (BOY)
$1,923,731,981

Income & contributions

Employer contributions
$73,514,335
Participant contributions
$143,853,685
Total contributions
$230,530,988
Total income / additions
$606,244,312

Expenses & distributions

Benefits paid
$195,186,389
Administrative expenses
$441,808
Total expenses
$196,553,571
Net increase / (decrease)
$409,690,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic AdvisorsADVISOR$502,095not reported in the loaded dataset2023
Baker & Hostetler LlpATTORNEY / LEGAL$1,704not reported in the loaded dataset2023
Fid Inv Instl Ops CoRECORDKEEPER-$61,991$02023

Related Form 5500 pages