How big is Ohio State University Physicians, Inc.'s plan?

Ohio State University Physicians, Inc.'s plan reported $182.8M in assets and 2,183 participants for 2024.

Original filing (PDF)20251015074548NAL0003999073001

Ohio State University Physicians, Inc.

Name: Ohio State University Physicians, Inc. — Form 5500 Plan 001 (2024)
Creator: Ohio State University Physicians, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ohio State University Physicians, Inc. Interim Retirement Plan

Defined-contribution retirement plan · Ohio State University Physicians, Inc.'s Ohio State University Physicians, Inc. Interim Retirement Plan held $182.8M in plan assets for 2,183 participants in 2024, with Nationwide as recordkeeper.

Active participants

2,183

Accounts w/ balance

3,733

Plan assets (EOY)

$182.8M

Net assets (EOY)

$182.8M

People on this filing

Deborah Chudzik signed Ohio State University Physicians, Inc.'s 2024 Form 5500 as plan administrator.

Deborah Chudzik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ohio State University Physicians, Inc.'s EIN is 31-1447726.

EIN 31-1447726

Plan number 001

Plan year 2024

ACK ID 20251015074548NAL0003999073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ohio State University Physicians, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ohio State University Physicians, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OHIO STATE UNIVERSITY PHYSICIANS, INC..

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

OHIO STATE UNIVERSITY PHYSICIANS, INC.

EIN

all filings

Address

700 ACKERMAN ROAD SUITE 6000 · COLUMBUS, OH · 43202

Phone

(614) 685-1542

Industry

Outpatient Care Centers· Health Care & Social Assistance

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)

Service providers (Schedule C)

4 rows

Recordkeeper

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

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	COLUMBUS, OH	INVESTMENT ADVISORY	$8K	—
MORGAN STANLEY SMITH BARNEY, LLC

Investments

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

Mutual Funds

$126.0M

74 holdings

Other securities

$27.6M

50 holdings

Common Collective Trusts

$23.0M

14 holdings

Common Stocks

$3.7M

2 holdings

U.S. Treasuries

$2.4M

1 holding

Agency / Mortgage-Backed

$15K

2 holdings

					% of plan
Vanguard Balanced Index Adml	Mutual Funds	—	—	$37.0M	20.2%
Vanguard 500 Index Fd AS	Common Collective Trusts	—	—	$13.3M	7.3%
American Funds American Funds Growth Fund Am R6	Mutual Funds	—	—	$9.8M	5.4%
Black Rock Funds Black Rock 80/20 Target Allocation Instl	Other securities	—	—	$8.6M	4.7%
Vanguard Growth & Income Adml	Mutual Funds	—	—	$8.5M	4.6%
Vanguard Divd Gr Inv	Mutual Funds	—	—	$6.5M	3.6%
American Funds American Funds Balanced Fund R6	Mutual Funds	—	—	$6.5M	3.5%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$6.0M	3.3%
MFS International MFS International Value Fund Class R4	Mutual Funds	—	—	$5.6M	3.0%
Vanguard Mid Cap Index Fund AS	Common Collective Trusts	—	—	$5.2M	2.8%
Vanguard Sel Val Inv	Mutual Funds	—	—	$4.9M	2.7%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$4.8M	2.6%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$4.5M	2.5%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$4.2M	2.3%
Metropolitan West Funds Metropolitan West Total Return Bond I	Other securities	—	—	$4.2M	2.3%
Principal Funds Principal Equity Income I Inst	Other securities	—	—	$4.1M	2.2%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$3.7M	2.0%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$3.4M	1.9%
Touchstone Investments Touchstone Small Company Fund Class Y	Common Stocks	—	—	$3.1M	1.7%
Vanguard Wellesley Income Fund Admiral	Mutual Funds	—	—	$3.0M	1.6%
Federal Investors Government Obligations Fund	Other securities	—	—	$2.7M	1.5%
March 3, 2034 -0-	Other securities	—	—	$2.7M	1.5%
American Funds American Funds Capital World Growth Income R6	Mutual Funds	—	—	$2.7M	1.5%
Principal Funds Principal High Yield Inst	Other securities	—	—	$2.6M	1.4%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$2.5M	1.3%
Vanguard ST Bond Index Adml	U.S. Treasuries	—	—	$2.4M	1.3%
Vanguard Small Cap Index Fund AS	Common Collective Trusts	—	—	$2.3M	1.3%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$2.1M	1.1%
Invesco Main St Mid Cap Fund Y	Mutual Funds	—	—	$1.8M	1.0%
Dimensional Fund Advisors DFA Global Real Estate Securities	Mutual Funds	—	—	$1.4M	0.8%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$1.1M	0.6%
American Funds American Fund Euro Pacific Growth R6	Mutual Funds	—	—	$984K	0.5%
Black Rock Funds Black Rock ishares MSCI EAFE Index Fund	Common Collective Trusts	—	—	$964K	0.5%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$875K	0.5%
Vanguard Tax-Managed Small Cap Fund Admiral ** 455 Vanguard Total Stock Market Index Fund AS	Common Collective Trusts	—	—	$620K	0.3%
Baron Capital Group Baron Emerging Markets Fund Institutional	Common Stocks	—	—	$609K	0.3%
Vanguard High Dividend Yield Indx Adml ** 415 Vanguard Infl-Prot Secs	Mutual Funds	—	—	$428K	0.2%
Vanguard International Growth Fund Admiral	Mutual Funds	—	—	$314K	0.2%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$309K	0.2%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$278K	0.2%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$261K	0.1%
PGIM Investments PGIM Total Return Bond R6	Other securities	—	—	$236K	0.1%
Dimensional Fund Advisors DFA US Long Co	Mutual Funds	—	—	$174K	<0.1%
Vanguard Val Index Adml	Mutual Funds	—	—	$165K	<0.1%
Vanguard Energy Index Adml	Mutual Funds	—	—	$153K	<0.1%
Black Rock Funds BlackRock Total Return K	Other securities	—	—	$153K	<0.1%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$153K	<0.1%
PIMCO Funds PIMCO Real Return Inst	Mutual Funds	—	—	$143K	<0.1%
Dodge & Cox Dodge & Cox International Stock I	Mutual Funds	—	—	$137K	<0.1%
Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6	Other securities	—	—	$135K	<0.1%