Southern Ohio Medical Center Cash Balance Pension Plan — 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 Cash Balance Pension Plan is a benefit plan reported by Southern Ohio Medical Center under EIN 31-0678022 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,863 participants and $70,073,199 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
- 003
- Plan type
- 2
- Location
- Portsmouth, OH
- Latest filing year
- 2023
- Participants
- 2,863
- End-of-year plan assets
- $70,073,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,863 | H, C | 20241004105841NAL0022524370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,073,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,073,199
- Net assets (BOY)
- $64,320,648
Income & contributions
- Employer contributions
- $6,000,000
- Total contributions
- $6,000,000
- Total income / additions
- $12,434,692
Expenses & distributions
- Benefits paid
- $5,767,054
- Administrative expenses
- $915,087
- Total expenses
- $6,682,141
- Net increase / (decrease)
- $5,752,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nepc, LLC | NONE KNOWN | $226,195 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE KNOWN | $213,521 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE KNOWN | $34,868 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE KNOWN | $24,097 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE KNOWN | $13,816 | $0 | 2023 |
| State Street Global Advisors Trust | NONE KNOWN | $6,978 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Ohio Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Portsmouth, OH
- Nepc, LLC — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Income Research & Management — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation