Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $1.4M assets / 16 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
401(k)
403(b)
Self-funded
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OHIO STATE BAR FOUNDATION 403(B) DC PLAN | 403(b) | $780K | 4 | 2025 |
| #003 | OHIO STATE BAR FOUNDATION 401(K) PLAN | 401(k) | $402K | 10 | 2025 |
| #002 | OHIO STATE BAR FOUNDATION 403(B) TDA PLAN | 403(b) | $245K | 2 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OHIO STATE BAR FOUNDATION SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |