2023 Form 5500 filing — Medical Mutual Of Ohio Employees' Retirement Savings 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 20241014100546NAL0044089760001) for Medical Mutual Of Ohio Employees' Retirement Savings Plan, reported by Medical Mutual Of Ohio under EIN 34-0648820 and plan number 002. It reports 3,718 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100546NAL0044089760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Mutual Of Ohio
- EIN
- 34-0648820
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 3,718
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $715,500,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $715,500,906
- Employer contributions
- $27,938,950
- Participant contributions
- $25,325,358
- Total income / additions
- $164,383,979
- Benefits paid
- $55,764,869
- Administrative expenses
- $166,506
- Total expenses
- $55,947,426
- Net increase / (decrease)
- $108,436,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting | CONSULTANT | $120,000 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | AUDITOR | $34,300 | not reported in the loaded dataset |
| Usi Consulting Services | CONSULTANT | $10,106 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$226,176 | $0 |