O'Bleness Memorial Hospital Tax Sheltered Annuity Plan — 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, O'Bleness Memorial Hospital Tax Sheltered Annuity Plan is a benefit plan reported by Ohiohealth under EIN 31-4446959 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $42,807,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohiohealth
- EIN
- 31-4446959
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $42,807,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20241008154122NAL0035257250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,807,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,807,750
- Net assets (BOY)
- $37,970,130
Income & contributions
- Employer contributions
- $1,010,323
- Participant contributions
- $1,074,268
- Total contributions
- $2,098,524
- Total income / additions
- $7,707,004
Expenses & distributions
- Benefits paid
- $2,834,055
- Administrative expenses
- $16,823
- Total expenses
- $2,869,384
- Net increase / (decrease)
- $4,837,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Instl Ops Co | RECORDKEEPER | $9,862 | $0 | 2023 |
| Strategic Advisors Inc | INV ADV | $7,052 | not reported in the loaded dataset | 2023 |