Original filing (PDF)20251015074548NAL0003999073001

OHIO STATE UNIVERSITY PHYSICIANS, INC.

Name: OHIO STATE UNIVERSITY PHYSICIANS, INC. — OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN, Form 5500 (2024)
Creator: OHIO STATE UNIVERSITY PHYSICIANS, INC.

Form 5500

FILING_RECEIVED

OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

2,183

Accounts w/ balance

3,733

Plan assets (EOY)

$182.8M

Net assets (EOY)

$182.8M

How this plan invests

This plan

143 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

27 bps in Schedule C fees — 173% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO STATE UNIVERSITY PHYSICIANS, INC..

Plan sponsor

Name

OHIO STATE UNIVERSITY PHYSICIANS, INC.

EIN

31-1447726

Address

700 ACKERMAN ROAD SUITE 6000 · COLUMBUS, OH · 43202

Phone

(614) 685-1542

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BLUE & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	COLUMBUS, OH	INVESTMENT ADVISORY	$8K	—
MORGAN STANLEY SMITH BARNEY, LLC	26-3415651	NEW YORK, NY	INVESTMENT ADVISOR	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
APS-PENTEGRA	13-3892096	CHARLOTTE, NC	THIRD PARTY ADMIN	$63K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	INVESTMENT COMPANY	$429K	—

Investments

143 direct securities· $182.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Balanced Index Adml	—	—	—	$37.0M	20.2%
Vanguard 500 Index Fd AS	—	—	—	$13.3M	7.3%
American Funds American Funds Growth Fund Am R6	—	—	—	$9.8M	5.4%
Black Rock Funds Black Rock 80/20 Target Allocation Instl	—	—	—	$8.6M	4.7%
Vanguard Growth & Income Adml	—	—	—	$8.5M	4.6%
Vanguard Divd Gr Inv	—	—	—	$6.5M	3.6%
American Funds American Funds Balanced Fund R6	—	—	—	$6.5M	3.5%
Vanguard Target Retirement 2050 Inv	—	—	—	$6.0M	3.3%
MFS International MFS International Value Fund Class R4	—	—	—	$5.6M	3.0%
Vanguard Mid Cap Index Fund AS	—	—	—	$5.2M	2.8%
Vanguard Sel Val Inv	—	—	—	$4.9M	2.7%
Vanguard Target Retirement 2055 Inv	—	—	—	$4.8M	2.6%
Vanguard Target Retirement 2045 Inv	—	—	—	$4.5M	2.5%
Vanguard Target Retirement 2035 Inv	—	—	—	$4.2M	2.3%
Metropolitan West Funds Metropolitan West Total Return Bond I	—	—	—	$4.2M	2.3%
Principal Funds Principal Equity Income I Inst	—	—	—	$4.1M	2.2%
Vanguard Target Retirement 2060 Inv	—	—	—	$3.7M	2.0%
Vanguard Target Retirement 2040 Inv	—	—	—	$3.4M	1.9%
Touchstone Investments Touchstone Small Company Fund Class Y	—	—	—	$3.1M	1.7%
Vanguard Wellesley Income Fund Admiral	—	—	—	$3.0M	1.6%
Federal Investors Government Obligations Fund	—	—	—	$2.7M	1.5%
March 3, 2034 -0-	—	—	—	$2.7M	1.5%
American Funds American Funds Capital World Growth Income R6	—	—	—	$2.7M	1.5%
Principal Funds Principal High Yield Inst	—	—	—	$2.6M	1.4%
Vanguard Target Retirement 2030 Inv	—	—	—	$2.5M	1.3%
Vanguard ST Bond Index Adml	—	—	—	$2.4M	1.3%
Vanguard Small Cap Index Fund AS	—	—	—	$2.3M	1.3%
Vanguard Target Retirement 2025 Inv	—	—	—	$2.1M	1.1%
Invesco Main St Mid Cap Fund Y	—	—	—	$1.8M	1.0%
Dimensional Fund Advisors DFA Global Real Estate Securities	—	—	—	$1.4M	0.8%
Vanguard Target Retirement 2065 Inv	—	—	—	$1.1M	0.6%
American Funds American Fund Euro Pacific Growth R6	—	—	—	$984K	0.5%
Black Rock Funds Black Rock ishares MSCI EAFE Index Fund	—	—	—	$964K	0.5%
Vanguard Target Retirement 2020 Inv	—	—	—	$875K	0.5%
Vanguard Tax-Managed Small Cap Fund Admiral ** 455 Vanguard Total Stock Market Index Fund AS	—	—	—	$620K	0.3%
Baron Capital Group Baron Emerging Markets Fund Institutional	—	—	—	$609K	0.3%
Vanguard High Dividend Yield Indx Adml ** 415 Vanguard Infl-Prot Secs	—	—	—	$428K	0.2%
Vanguard International Growth Fund Admiral	—	—	—	$314K	0.2%
Fidelity Investments Fidelity US Bond Index	—	—	—	$309K	0.2%
Fidelity Investments Fidelity 500 Index	—	—	—	$278K	0.2%
Vanguard Target Retirement Income Fund	—	—	—	$261K	0.1%
PGIM Investments PGIM Total Return Bond R6	—	—	—	$236K	0.1%
Dimensional Fund Advisors DFA US Long Co	—	—	—	$174K	<0.1%
Vanguard Val Index Adml	—	—	—	$165K	<0.1%
Vanguard Energy Index Adml	—	—	—	$153K	<0.1%
Black Rock Funds BlackRock Total Return K	—	—	—	$153K	<0.1%
Fidelity Investments Fidelity International Index	—	—	—	$153K	<0.1%
PIMCO Funds PIMCO Real Return Inst	—	—	—	$143K	<0.1%
Dodge & Cox Dodge & Cox International Stock I	—	—	—	$137K	<0.1%
Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6	—	—	—	$135K	<0.1%
Nationwide Loomis All Cap Gr R6	—	—	—	$132K	<0.1%
Nationwide Mutual Funds Nationwide S&P 500 Index R6	—	—	—	$130K	<0.1%
Black Rock Funds BlackRock High Yield Bond K	—	—	—	$128K	<0.1%
JP Morgan JPMorgan Large Cap Growth Fund	—	—	—	$127K	<0.1%
Franklin Templeton Investment Funds Franklin Templeton Growth Adv	—	—	—	$127K	<0.1%
Janus Henderson Janus Henderson Global Technology Fund N	—	—	—	$126K	<0.1%
Avantis Investors Avantis U.S. Large Cap Value Fund	—	—	—	$126K	<0.1%
Vanguard Info Tech Inx Adml	—	—	—	$122K	<0.1%
JP Morgan JPMorgan Equity Income R5	—	—	—	$120K	<0.1%
Avantis Investors Avantis Emerging Markets Equity Fund - Institutional Class	—	—	—	$104K	<0.1%
Allspring Precious Metals Inst	—	—	—	$101K	<0.1%
Delaware Investments DE Extended Duration Bond A	—	—	—	$97K	<0.1%
Black Rock Funds BlackRock Technology Opportunities Instl	—	—	—	$97K	<0.1%
Vanguard Target Retirement 2070 Inv	—	—	—	$96K	<0.1%
Parnassus Endeavor Fund Institutional	—	—	—	$95K	<0.1%
Nationwide Mutual Funds Nationwide Destination 2030 Fund R6	—	—	—	$95K	<0.1%
Vanguard Small Cap Value Index Adml	—	—	—	$86K	<0.1%
Vanguard Emrg Mkt Stk Indx Adml	—	—	—	$82K	<0.1%
Alliance Bernstein AB Global Bond Fund - Class Z	—	—	—	$79K	<0.1%
Fidelity Investments Fidelity NASDAQ Composite Index Fund	—	—	—	$78K	<0.1%
PRIMECAP Odyssey Growth	—	—	—	$78K	<0.1%
Fidelity Investments Fidelity Blue Chip Growth K6	—	—	—	$76K	<0.1%
Prudential PGIM Jennison Utility Fund Class Z	—	—	—	$75K	<0.1%
Dimensional Fund Advisors DFA Real Estate Sec	—	—	—	$68K	<0.1%
Franklin Templeton Investment Funds Franklin Templeton Foreign Adv	—	—	—	$68K	<0.1%
MFS International MFS Mid Cap Growth Fund	—	—	—	$66K	<0.1%
Diamond Hill Diamond Hill Mid Cap I	—	—	—	$65K	<0.1%
T. Rowe Price T. Rowe Price Blue Chip Growth	—	—	—	$65K	<0.1%
Principal Funds Principal Global Real Estate Securities Fund	—	—	—	$65K	<0.1%
Harbor Funds Harbor International Inv	—	—	—	$64K	<0.1%
T. Rowe Price T. Rowe Price Communications & Technology Fund	—	—	—	$63K	<0.1%
Legal & General Investment Management Legal & General Commodity Strategy Fund - Institutional Shares	—	—	—	$63K	<0.1%
Black Rock Funds BlackRock S&P 500 Index Institutional	—	—	—	$63K	<0.1%
Vanguard US Growth Adml	—	—	—	$63K	<0.1%
Fidelity Investments Fidelity Large Cap Growth Index	—	—	—	$61K	<0.1%
Vanguard Ttl Bnd Mkt Idx Adm	—	—	—	$60K	<0.1%
Vanguard Real Estate Index Fund Admiral	—	—	—	$60K	<0.1%
Franklin Templeton Investment Funds Franklin Templeton Global Bond Adv	—	—	—	$59K	<0.1%
T. Rowe Price T. Rowe Price Growth Stock Fund	—	—	—	$58K	<0.1%
Vanguard GMNA Adml	—	—	—	$55K	<0.1%
Fidelity Investments Fidelity Advisors China Region Fund Inst	—	—	—	$55K	<0.1%
Avantis Investors Avantis US Small Cap Value Fund	—	—	—	$54K	<0.1%
Fidelity Investments Fidelity OTC K6	—	—	—	$51K	<0.1%
Nuveen Large Cap Growth Index	—	—	—	$51K	<0.1%
Goldman Sachs Goldman Sachs Short Duration Government Fund Institutional	—	—	—	$50K	<0.1%
Franklin Templeton Investment Funds Franklin Mutual Global Discovery Z	—	—	—	$50K	<0.1%
Prudential PGIM Jennison Focs Gr Z ** 631 Prudential PGIM Jennison Natural Resource Z	—	—	—	$48K	<0.1%
Vanguard Growth Index Adml	—	—	—	$47K	<0.1%
Vanguard Mid-Cap Growth Index Admiral	—	—	—	$42K	<0.1%
Invesco International Bond Fund Y	—	—	—	$40K	<0.1%
T. Rowe Price T. Rowe Price Latin America ** 388 T. Rowe Price T. Rowe Price Science and Technology Fund	—	—	—	$39K	<0.1%
Vanguard Explorer Adm	—	—	—	$35K	<0.1%
PIMCO Funds PIMCO Low Duration Inst	—	—	—	$33K	<0.1%
Heartland Funds Heartland MidCap Value Institutional	—	—	—	$30K	<0.1%
Goldman Sachs Goldman Sachs Growth Opportunity Fund	—	—	—	$30K	<0.1%
Black Rock Funds Black Rock Health Scnc Opp Inv A	—	—	—	$30K	<0.1%
Black Rock Funds BlackRock Global Allocation Inst	—	—	—	$26K	<0.1%
Delaware Investments DE Ivy Asset Strat R6	—	—	—	$23K	<0.1%
Invesco Balanced-Risk Allc Y	—	—	—	$23K	<0.1%
Fidelity Investments Fidelity Select Technology Portfolio	—	—	—	$22K	<0.1%
Fidelity Investments Fidelity Growth Company Fund	—	—	—	$22K	<0.1%
Fidelity Investments Fidelity Select Semiconductors Portfolio	—	—	—	$22K	<0.1%
MFS International MFS Technology Fund Class R6	—	—	—	$22K	<0.1%
Victory Nasdaq 100 Index Fund	—	—	—	$21K	<0.1%
American Century American Century Value Fund	—	—	—	$20K	<0.1%
Nationwide GQG US Quality Equity Fund - Class R6	—	—	—	$19K	<0.1%
Vanguard Intermediate-Term Treasury Fund Admiral	—	—	—	$19K	<0.1%
Touchstone Investments Touchstone Active Bond Fund Y	—	—	—	$16K	<0.1%
Invesco Gold and Special Mineral Fund	—	—	—	$15K	<0.1%
Columbia Select Large Cap Growth Fund Institutional 2 ** 451 Delaware Investments DE Emerging Markets A	—	—	—	$15K	<0.1%
Loomis Sayles Funds Loomis Sayles Bond Admin Fund	—	—	—	$14K	<0.1%
Black Rock Funds BlackRock Mid-Cap Growth Equity Instl ** 450 Black Rock Funds BlackRock Natural Resources Trust A	—	—	—	$13K	<0.1%
Invesco Quality Inc Y	—	—	—	$13K	<0.1%
Vanguard Ttl IntlStkIndx Adml	—	—	—	$11K	<0.1%
Black Rock Funds BlackRock High Yield Bond Institutional	—	—	—	$10K	<0.1%
Black Rock Funds BlackRock GNMA Portfolio Class K	—	—	—	$9K	<0.1%
Eaton Vance Eaton Vance Government Opportunities Fund A	—	—	—	$9K	<0.1%
Victory Fund for Income I	—	—	—	$8K	<0.1%
Dimensional Fund Advisors DFA Inflation-Protected Securities	—	—	—	$7K	<0.1%
Fidelity Investments Fidelity Total Market Index	—	—	—	$7K	<0.1%
Invesco Short Duration Inflation Protection	—	—	—	$6K	<0.1%
Pioneer Investments Pioneer High Yield Fund Class Y	—	—	—	$6K	<0.1%
American Funds American Funds US Government Securities R6	—	—	—	$6K	<0.1%
Allspring Government Securities Inst	—	—	—	$6K	<0.1%
American Century American Century Ginnie Mae Adv R5	—	—	—	$6K	<0.1%
Vanguard State Treasury Inv	—	—	—	$6K	<0.1%
DoubleLine Core Fixed Income I	—	—	—	$5K	<0.1%
Parnassus Core Eq Inst	—	—	—	$4K	<0.1%
Vanguard Energy Adml	—	—	—	$3K	<0.1%
Fidelity Investments Fidelity Emerging Market Index	—	—	—	$2K	<0.1%
Vanguard Devl Mkt Indx Adml	—	—	—	$2K	<0.1%
Fidelity Investments Fidelity Small Cap Index Fund	—	—	—	$1K	<0.1%
American Funds American Funds New Perspective Fund R6	—	—	—	$1K	<0.1%