Medical Mutual Of Ohio Employees' Retirement Savings Plan — Form 5500 plan (Medical Mutual Of Ohio)
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, Medical Mutual Of Ohio Employees' Retirement Savings Plan is a benefit plan reported by Medical Mutual Of Ohio under EIN 34-0648820 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,718 participants and $715,500,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Mutual Of Ohio
- EIN
- 34-0648820
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 3,718
- End-of-year plan assets
- $715,500,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,718 | H, C | 20241014100546NAL0044089760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $715,500,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $715,500,906
- Net assets (BOY)
- $607,064,353
Income & contributions
- Employer contributions
- $27,938,950
- Participant contributions
- $25,325,358
- Total contributions
- $61,808,619
- Total income / additions
- $164,383,979
Expenses & distributions
- Benefits paid
- $55,764,869
- Administrative expenses
- $166,506
- Total expenses
- $55,947,426
- Net increase / (decrease)
- $108,436,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting | CONSULTANT | $120,000 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | AUDITOR | $34,300 | not reported in the loaded dataset | 2023 |
| Usi Consulting Services | CONSULTANT | $10,106 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$226,176 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Mutual Of Ohio
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Highland Consulting — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Usi Consulting Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation