The Ohiohealth Cash Balance Retirement Plan — Form 5500 plan (Ohiohealth Corporation)
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, The Ohiohealth Cash Balance Retirement Plan is a benefit plan reported by Ohiohealth Corporation under EIN 31-4394942 and plan number 333. The latest loaded filing year is 2023. The filing reports 15,124 participants and $754,288,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohiohealth Corporation
- EIN
- 31-4394942
- Plan number
- 333
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 15,124
- End-of-year plan assets
- $754,288,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,124 | H, C | 20241008151634NAL0029055920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $754,288,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $754,288,954
- Net assets (BOY)
- $745,710,124
Income & contributions
- Total contributions
- $0
- Total income / additions
- $60,204,191
Expenses & distributions
- Benefits paid
- $47,742,028
- Administrative expenses
- $3,883,333
- Total expenses
- $51,625,361
- Net increase / (decrease)
- $8,578,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $569,780 | not reported in the loaded dataset | 2023 |
| Income Research & Mgmt. Inc. | NONE | $460,156 | not reported in the loaded dataset | 2023 |
| Clarion Partners, LLC | NONE | $418,143 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $227,474 | $0 | 2023 |
| Silchester International Investor | NONE | $198,905 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | NONE | $194,901 | $0 | 2023 |
| Aon Consulting | NONE | $186,279 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $149,751 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Baker & Hostetler, Llp | NONE | $9,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohiohealth Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Alight Solutions LLC — Schedule C compensation
- Income Research & Mgmt. Inc. — Schedule C compensation
- Clarion Partners, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Silchester International Investor — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Baker & Hostetler, Llp — Schedule C compensation