2023 Form 5500 filing — O'Bleness Memorial Hospital Tax Sheltered Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008154122NAL0035257250001) for O'Bleness Memorial Hospital Tax Sheltered Annuity Plan, reported by Ohiohealth under EIN 31-4446959 and plan number 001. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154122NAL0035257250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohiohealth
- EIN
- 31-4446959
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,807,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,807,750
- Employer contributions
- $1,010,323
- Participant contributions
- $1,074,268
- Total income / additions
- $7,707,004
- Benefits paid
- $2,834,055
- Administrative expenses
- $16,823
- Total expenses
- $2,869,384
- Net increase / (decrease)
- $4,837,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops Co | RECORDKEEPER | $9,862 | $0 |
| Strategic Advisors Inc | INV ADV | $7,052 | not reported in the loaded dataset |