Retirement plan

OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Name: OHIO STATE UNIVERSITY PHYSICIANS, INC. - OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN (2024) Form 5500
Creator: OHIO STATE UNIVERSITY PHYSICIANS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN, OHIO STATE UNIVERSITY PHYSICIANS, INC.

OHIO STATE UNIVERSITY PHYSICIANS, INC.EIN 31-1447726Plan #001PY 2024

700 ACKERMAN ROAD SUITE 6000 - COLUMBUS, OH 43202614-685-1542osuphysicians.comLinkedIn1001-5000 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$58.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$182.8M

+13.7% from 2023

Total participants

3,759

+11.2% from 2023

Average account balance

$48,981

+2.9% from 2023

Annual return

14.85%

-3.02 pp from 2023

Benchmarks

See 1,431 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,431 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$182.85M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$49K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

3,733

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 6 by compensation

Provider	Service type	Compensation
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$428,691
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22	Insurance Broker	$112,744
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA INSURANCE AGENCY Service code 15	Recordkeeping	$104,179
PENTEGRA SERVICES, INC.10+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 5350 SEVENTY SEVEN · CHARLOTTE, NC 28217	Recordkeeping	$63,168
PROACCOUNT1 year Service code 22 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215	Insurance Broker	$8,152
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004	Insurance Broker	$0

Plan features & details

Pension benefit codes2A2E2F2G2R2T3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BLUE & COMPANY, LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,981

$53,216-8.0%

$155,534-68.5%

$199,960-75.5%

Participation rate

98.8%

64.1%+34.7pp

78.2%+20.6pp

72.0%+26.8pp

Annual return

14.85%

41.18%-26.3pp

64.92%-50.1pp

34.28%-19.4pp

Employer contribution / active EE

$5,400

$1,848+192.2%

$4,675+15.5%

$3,036+77.9%

Participant deferral / active EE

$3,164-100.0%

$5,630-100.0%

$5,087-100.0%

Admin fee / account holder

$186-100.0%

$15,900-100.0%

$269-100.0%

Provider

Service type

Compensation

NATIONWIDE10+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$428,691

MORGAN STANLEY SMITH BARNEY8 years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 22

Insurance Broker

$112,744

PENTEGRA SERVICES, INC.1 year

Filed as: PENTEGRA INSURANCE AGENCY

Service code 15

Recordkeeping

$104,179

PENTEGRA SERVICES, INC.10+ years

Filed as: APS-PENTEGRA

Service code 15 · EIN 13-3892096

5350 SEVENTY SEVEN · CHARLOTTE, NC 28217

Recordkeeping

$63,168

PROACCOUNT1 year

Service code 22 · EIN 73-0988442

10 W NATIONWIDE BLVD · COLUMBUS, OH 43215

Insurance Broker

$8,152

MORGAN STANLEY SMITH BARNEY8 years

Filed as: MORGAN STANLEY SMITH BARNEY, LLC

Service code 22 · EIN 26-3415651

1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004

Insurance Broker

OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion