Plan Snapshot
- Plan Sponsor: Ohiohealth
- Sponsor EIN: 314394942
- Sponsor Address: 3430 OHIOHEALTH PARKWAY, COLUMBUS, OH, 43202
- Plan Type: 403(b)
- Total Participants: 32,259
- Total Assets: $2.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 32,259 | $2.7B | $83.3M | $159.9M |
| 2023 | 29,710 | $2.3B | $73.5M | $143.9M |
| 2022 | 28,604 | $1.9B | $69.1M | $138.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANTE AND MORAN PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $635,519 | $827,826 | $7,800 | — | — |
| 2023 | $441,808 | $502,095 | — | — | — |
| 2022 | $127,291 | $540,991 | — | — | $13,324 |