PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTHERN OHIO MEDICAL CENTER
Sponsor portfolioTH

SOUTHERN OHIO MEDICAL CENTER

EIN 31-0678022-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$247.6M assets
Welfare
1
$1.9M premiums
Participants
9,878
1248 KINNEYS LANE - PORTSMOUTH, OH 45662740-356-8606somc.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$172.9M - 4,195 part#003CashBalance-$74.7M - 3,472 part#501Mixed-$1.9M - 3,245 lives

Retirement portfolio analytics

2 plans aggregated / $247.6M assets / 7,667 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • RETIREMENT SAVINGS PROGRAM (#002)70%
  • CASH BALANCE PENSION (#003)30%
Total $247.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVINGS PROGRAM (#002)4,195
  • CASH BALANCE PENSION (#003)3,472
Total 7,667Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 3,245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • Other$1.9M
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $1.9M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $213K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHERN OHIO MEDICAL CENTER RETIREMENT SAVINGS PROGRAM

403b

Assets$172.9M
Participants4,195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN

CashBalance

Assets$74.7M
Participants3,472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN OHIO MEDICAL CENTER EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.9M
Covered lives3,245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN OHIO MEDICAL CENTER RETIREMENT SAVINGS PROGRAM403b$172.9M4,1952024
003SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLANCashBalance$74.7M3,4722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN OHIO MEDICAL CENTER EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$1.9M3,2452025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica