Health Partners Of Western Ohio — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Health Partners Of Western Ohio (EIN 56-2330309) is a plan sponsor located in Lima, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-2330309
Location
Lima, OH
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Health Partners Of Western Ohio

  • 1 loaded plans hold $12.8M in reported assets.
  • The largest, Health Partners Of Western Ohio 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 612 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.8MSummed across loaded plans$12,755,703
Total reported assets$12.8M$12,755,703
Total reported participants612
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.8M total assets
Net assets$12.8MLiabilities$0
Contributions & income
Employer contributions$833.8K
Participant contributions$1.3M
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$893.6K
Total expenses$907.8K
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Health Partners Of Western Ohio 403(B) Plan
Participants per plan612Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 612 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Health Partners Of Western Ohio. Open one for its full reported snapshot.

  1. 2023
    Health Partners Of Western Ohio 403(B) Plan612 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Health Partners Of Western Ohio report on Form 5500?
Health Partners Of Western Ohio (EIN 56-2330309) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Health Partners Of Western Ohio?
The Employer Identification Number (EIN) reported for Health Partners Of Western Ohio is 56-2330309.
What is the latest Form 5500 filing year for Health Partners Of Western Ohio?
The latest loaded Form 5500 filing year for Health Partners Of Western Ohio is 2023.

Related Form 5500 pages