Southern Ohio Medical Center Retirement Savings Program — Form 5500 plan (Southern Ohio Medical Center)

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, Southern Ohio Medical Center Retirement Savings Program is a benefit plan reported by Southern Ohio Medical Center under EIN 31-0678022 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,379 participants and $154,894,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Ohio Medical Center
EIN
31-0678022
Plan number
002
Plan type
2
Location
Portsmouth, OH
Latest filing year
2023
Participants
4,379
End-of-year plan assets
$154,894,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,379H20241010105402NAL0019949825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,894,536
Total liabilities (EOY)
$0
Net assets (EOY)
$154,894,536
Net assets (BOY)
$135,544,670

Income & contributions

Employer contributions
$3,922,068
Participant contributions
$8,993,520
Total contributions
$13,314,199
Total income / additions
$33,229,647

Expenses & distributions

Benefits paid
$13,480,291
Administrative expenses
$305,548
Total expenses
$13,879,781
Net increase / (decrease)
$19,349,866

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages