Plan Snapshot
- Plan Sponsor: Ohiohealth Corporation
- Sponsor EIN: 314394942
- Sponsor Address: 3430 OHIOHEALTH PARKWAY, COLUMBUS, OH, 43202
- Plan Type: DB
- Total Participants: 6,188
- Total Assets: $742.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,188 | $742.6M | $0 | $0 |
| 2023 | 6,616 | $754.3M | $0 | $0 |
| 2022 | 7,236 | $745.7M | $123.0M | $0 |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $657,895 | — | $657,895 |
| INCOME RESEARCH & MGMT. INC. | Other Service Provider | $483,543 | — | $483,543 |
| CLARION PARTNERS, LLC | Other Service Provider | $317,512 | — | $317,512 |
| SILCHESTER INTERNATIONAL INVESTOR | Other Service Provider | $265,219 | — | $265,219 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | Other Service Provider | $223,147 | — | $223,147 |
| NORTHERN TRUST COMPANY | Other Service Provider | $175,422 | — | $175,422 |
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $155,493 | — | $155,493 |
| AON CONSULTING | Recordkeeper | $84,770 | — | $84,770 |
| PLANTE & MORAN, PLLC | Auditor | $15,000 | — | $15,000 |
| BAKER & HOSTETLER, LLP | ERISA Attorney | $9,890 | — | $9,890 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- AON CONSULTING — Recordkeeper
- PLANTE & MORAN, PLLC — Auditor
- BAKER & HOSTETLER, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,387,891
- Estimated Expense Ratio: 0.322% of plan assets
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 | $3,826,936 | $1,454,804 | $15,000 | — | — |
| 2023 | $3,883,333 | $1,431,106 | $15,000 | — | — |
| 2022 | $3,404,649 | $1,011,708 | — | — | $1,008,678 |