Toledo Clinic, Inc. Employees' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Toledo Clinic, 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, Toledo Clinic, Inc. Employees' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Toledo Clinic, Inc. under EIN 34-0936207 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,785 participants and $224,014,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toledo Clinic, Inc.
- EIN
- 34-0936207
- Plan number
- 002
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 1,785
- End-of-year plan assets
- $224,014,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,785 | H, C | 20241010124816NAL0011474723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $224,014,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $224,014,028
- Net assets (BOY)
- $188,442,077
Income & contributions
- Employer contributions
- $7,075,733
- Participant contributions
- $7,185,704
- Total contributions
- $14,707,265
- Total income / additions
- $51,757,565
Expenses & distributions
- Benefits paid
- $15,864,640
- Administrative expenses
- $320,974
- Total expenses
- $16,185,614
- Net increase / (decrease)
- $35,571,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $152,466 | not reported in the loaded dataset | 2023 |
| Kovitz Investment Group Partners | NONE | $49,816 | not reported in the loaded dataset | 2023 |
| Oneamerica Inv Advisory Services Ll | NONE | $38,550 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $18,510 | not reported in the loaded dataset | 2023 |
| Tdc Investmenet Advisory Services | NONE | $18,322 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $13,974 | not reported in the loaded dataset | 2023 |
| Bollin Wealth Management | NONE | $10,449 | not reported in the loaded dataset | 2023 |
| Wealth Advisors Group | NONE | $7,833 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toledo Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Oneamerica Retirement Services LLC — Schedule C compensation
- Kovitz Investment Group Partners — Schedule C compensation
- Oneamerica Inv Advisory Services Ll — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Tdc Investmenet Advisory Services — Schedule C compensation
- Raymond James — Schedule C compensation
- Bollin Wealth Management — Schedule C compensation
- Wealth Advisors Group — Schedule C compensation
- Matrix Trust Company — Schedule C compensation