Original filing (PDF)20251015074524NAL0003998385001

OHIO STATE UNIVERSITY PHYSICIANS, INC.

Name: OHIO STATE UNIVERSITY PHYSICIANS, INC. — OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: OHIO STATE UNIVERSITY PHYSICIANS, INC.

Form 5500

FILING_RECEIVED

OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 2

~85 bps in Sched C feesNo recordkeeper disclosed

Active participants

2,180

Accounts w/ balance

2,344

Plan assets (EOY)

$58.7M

Net assets (EOY)

$58.7M

How this plan invests

This plan

116 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

85 bps in Schedule C fees — 432% above peer band of 16 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BLUE & CO, 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	TPA	$63K	—

Other

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

Investments

116 direct securities· $58.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Balanced Index Adml	—	—	—	$8.8M	14.9%
Vanguard 500 Index Fd AS	—	—	—	$4.9M	8.4%
American Funds American Funds Growth Fund Am R6	—	—	—	$3.3M	5.5%
Black Rock Funds Black Rock 80/20 Target Allocation Instl	—	—	—	$3.0M	5.2%
Vanguard Divd Gr Inv	—	—	—	$2.4M	4.1%
Vanguard Growth & Income Adml	—	—	—	$2.3M	4.0%
Vanguard Target Retirement 2050 Inv	—	—	—	$2.1M	3.5%
Vanguard Mid Cap Index Fund AS	—	—	—	$2.1M	3.5%
Vanguard Target Retirement 2055 Inv	—	—	—	$1.9M	3.3%
Vanguard Sel Val Inv	—	—	—	$1.8M	3.0%
Metropolitan West Funds Metropolitan West Total Return Bond I	—	—	—	$1.8M	3.0%
American Funds American Funds Balanced Fund R6	—	—	—	$1.8M	3.0%
Vanguard Target Retirement 2045 Inv	—	—	—	$1.7M	2.9%
MFS International MFS International Value Fund Class R4	—	—	—	$1.6M	2.7%
Vanguard Target Retirement 2035 Inv	—	—	—	$1.5M	2.5%
Principal Funds Principal Equity Income I Inst	—	—	—	$1.5M	2.5%
Vanguard Target Retirement 2040 Inv	—	—	—	$1.2M	2.1%
Vanguard Target Retirement 2025 Inv	—	—	—	$1.2M	2.1%
Vanguard Target Retirement 2030 Inv	—	—	—	$1.1M	1.9%
Vanguard Target Retirement 2060 Inv	—	—	—	$1.1M	1.9%
American Funds American Funds Capital World Growth Income R6	—	—	—	$1.1M	1.9%
Vanguard Small Cap Index Fund AS	—	—	—	$1.0M	1.7%
Federal Investors Government Obligations Fund	—	—	—	$934K	1.6%
Touchstone Investments Touchstone Small Company Fund Class Y	—	—	—	$857K	1.5%
Invesco Main St Mid Cap Fund Y	—	—	—	$744K	1.3%
Principal Funds Principal High Yield Inst	—	—	—	$673K	1.1%
Vanguard Wellesley Income Fund Admiral	—	—	—	$595K	1.0%
Vanguard ST Bond Index Adml	—	—	—	$540K	0.9%
Black Rock Funds Black Rock ishares MSCI EAFE Index Fund	—	—	—	$384K	0.7%
Nationwide Mutual Funds Nationwide S&P 500 Index R6	—	—	—	$349K	0.6%
Vanguard Target Retirement 2020 Inv	—	—	—	$338K	0.6%
Vanguard Tax-Managed Small Cap Fund Admiral ** 719 Vanguard Total Stock Market Index Fund AS	—	—	—	$307K	0.5%
Dimensional Fund Advisors DFA Global Real Estate Securities	—	—	—	$306K	0.5%
Allspring Precious Metals Inst ** 25 American Funds American Fund Euro Pacific Growth R6	—	—	—	$259K	0.4%
Vanguard Target Retirement 2065 Inv	—	—	—	$240K	0.4%
Baron Capital Group Baron Emerging Markets Fund Institutional	—	—	—	$240K	0.4%
Vanguard Infl-Prot Secs	—	—	—	$216K	0.4%
through December 28, 2029) -0-	—	—	—	$189K	0.3%
Vanguard Val Index Adml	—	—	—	$138K	0.2%
Vanguard Target Retirement Income Fund	—	—	—	$120K	0.2%
Vanguard International Growth Fund Admiral	—	—	—	$120K	0.2%
Janus Henderson Janus Henderson Global Technology Fund N	—	—	—	$95K	0.2%
Vanguard Info Tech Inx Adml	—	—	—	$91K	0.2%
Harbor Funds Harbor International Inv	—	—	—	$85K	0.1%
Franklin Templeton Investment Funds Franklin Templeton Global Bond Adv	—	—	—	$81K	0.1%
Black Rock Funds BlackRock Mid-Cap Growth Equity Instl ** 351 Black Rock Funds BlackRock S&P 500 Index Institutional	—	—	—	$80K	0.1%
Black Rock Funds BlackRock Technology Opportunities Instl	—	—	—	$80K	0.1%
Vanguard Real Estate Index Fund Admiral	—	—	—	$72K	0.1%
Fidelity Investments Fidelity Large Cap Growth Index	—	—	—	$71K	0.1%
Fidelity Investments Fidelity 500 Index	—	—	—	$69K	0.1%
Vanguard Small Cap Value Index Adml	—	—	—	$68K	0.1%
Vanguard GMNA Adml	—	—	—	$66K	0.1%
Vanguard Energy Index Adml	—	—	—	$64K	0.1%
PRIMECAP Odyssey Growth	—	—	—	$64K	0.1%
T. Rowe Price T. Rowe Price Blue Chip Growth	—	—	—	$53K	<0.1%
Vanguard US Growth Adml	—	—	—	$51K	<0.1%
Vanguard Emrg Mkt Stk Indx Adml	—	—	—	$39K	<0.1%
Fidelity Investments Fidelity US Bond Index	—	—	—	$37K	<0.1%
Parnassus Endeavor Fund Institutional	—	—	—	$33K	<0.1%
Vanguard Target Retirement 2070 Inv	—	—	—	$32K	<0.1%
Dimensional Fund Advisors DFA Inflation-Protected Securities ** 273 Dimensional Fund Advisors DFA Real Estate Sec	—	—	—	$31K	<0.1%
Vanguard Mid-Cap Growth Index Admiral	—	—	—	$30K	<0.1%
PGIM Investments PGIM Total Return Bond R6	—	—	—	$29K	<0.1%
Delaware Investments DE Ivy Asset Strat R6	—	—	—	$28K	<0.1%
Columbia Select Large Cap Growth Fund Institutional 2 ** 354 Delaware Investments DE Extended Duration Bond A	—	—	—	$28K	<0.1%
Heartland Funds Heartland MidCap Value Institutional ** 8 Invesco Balanced-Risk Allc Y	—	—	—	$28K	<0.1%
Fidelity Investments Fidelity International Index	—	—	—	$27K	<0.1%
Dodge & Cox Dodge & Cox International Stock I	—	—	—	$26K	<0.1%
Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6	—	—	—	$25K	<0.1%
Vanguard Ttl Bnd Mkt Idx Adm	—	—	—	$25K	<0.1%
Nationwide Loomis All Cap Gr R6	—	—	—	$24K	<0.1%
JP Morgan JPMorgan Large Cap Growth Fund	—	—	—	$23K	<0.1%
Avantis Investors Avantis U.S. Large Cap Value Fund	—	—	—	$22K	<0.1%
JP Morgan JPMorgan Equity Income R5	—	—	—	$22K	<0.1%
Vanguard Growth Index Adml	—	—	—	$21K	<0.1%
Avantis Investors Avantis Emerging Markets Equity Fund - Institutional Class	—	—	—	$19K	<0.1%
PIMCO Funds PIMCO Real Return Inst	—	—	—	$19K	<0.1%
Black Rock Funds BlackRock Total Return K	—	—	—	$18K	<0.1%
Black Rock Funds BlackRock High Yield Bond K	—	—	—	$16K	<0.1%
Avantis Investors Avantis US Small Cap Value Fund	—	—	—	$15K	<0.1%
Fidelity Investments Fidelity Total Market Index	—	—	—	$14K	<0.1%
Vanguard Intermediate-Term Treasury Fund Admiral	—	—	—	$14K	<0.1%
Goldman Sachs Goldman Sachs Growth Opportunity Fund ** 7 Goldman Sachs Goldman Sachs Short Duration Government Fund Institutional	—	—	—	$13K	<0.1%
MFS International MFS Mid Cap Growth Fund	—	—	—	$12K	<0.1%
Diamond Hill Diamond Hill Mid Cap I	—	—	—	$12K	<0.1%
Principal Funds Principal Global Real Estate Securities Fund	—	—	—	$12K	<0.1%
Legal & General Investment Management Legal & General Commodity Strategy Fund - Institutional Shares	—	—	—	$11K	<0.1%
Pioneer Investments Pioneer High Yield Fund Class Y	—	—	—	$10K	<0.1%
Invesco Quality Inc Y	—	—	—	$10K	<0.1%
Fidelity Investments Fidelity Select Technology Portfolio	—	—	—	$9K	<0.1%
T. Rowe Price T. Rowe Price Communications & Technology Fund	—	—	—	$9K	<0.1%
Nuveen Large Cap Growth Index	—	—	—	$9K	<0.1%
Fidelity Investments Fidelity NASDAQ Composite Index Fund	—	—	—	$9K	<0.1%
Victory Nasdaq 100 Index Fund	—	—	—	$9K	<0.1%
T. Rowe Price T. Rowe Price Growth Stock Fund	—	—	—	$9K	<0.1%
Fidelity Investments Fidelity Growth Company Fund	—	—	—	$9K	<0.1%
Fidelity Investments Fidelity Blue Chip Growth K6	—	—	—	$9K	<0.1%
Fidelity Investments Fidelity Select Semiconductors Portfolio	—	—	—	$9K	<0.1%
MFS International MFS Technology Fund Class R6	—	—	—	$9K	<0.1%
Prudential PGIM Jennison Utility Fund Class Z	—	—	—	$8K	<0.1%
Alliance Bernstein AB Global Bond Fund - Class Z	—	—	—	$8K	<0.1%
Nationwide GQG US Quality Equity Fund - Class R6	—	—	—	$8K	<0.1%
Fidelity Investments Fidelity Advisors China Region Fund Inst	—	—	—	$7K	<0.1%
T. Rowe Price T. Rowe Price Latin America ** 612 Touchstone Investments Touchstone Active Bond Fund Y	—	—	—	$7K	<0.1%
Black Rock Funds BlackRock GNMA Portfolio Class K	—	—	—	$7K	<0.1%
Prudential PGIM Jennison Focs Gr Z ** 139 Prudential PGIM Jennison Natural Resource Z	—	—	—	$7K	<0.1%
Vanguard Explorer Adm	—	—	—	$7K	<0.1%
Eaton Vance Eaton Vance Government Opportunities Fund A	—	—	—	$7K	<0.1%
Franklin Templeton Investment Funds Franklin Templeton Foreign Adv	—	—	—	$5K	<0.1%
Invesco Gold and Special Mineral Fund ** 4 Invesco International Bond Fund Y	—	—	—	$5K	<0.1%
Fidelity Investments Fidelity Emerging Market Index	—	—	—	$4K	<0.1%
Vanguard Ttl IntlStkIndx Adml	—	—	—	$4K	<0.1%
Vanguard Devl Mkt Indx Adml	—	—	—	$3K	<0.1%
Vanguard High Dividend Yield Indx Adml	—	—	—	$2K	<0.1%
American Funds American Funds New Perspective Fund R6	—	—	—	$1K	<0.1%
Fidelity Investments Fidelity Small Cap Index Fund	—	—	—	$1K	<0.1%