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Original filing (PDF)20251014084100NAL0003394128001
MID-OHIO EMERGENCY SERVICES, LLC
Form 5500
FILING_RECEIVED
MID-OHIO EMERGENCY SERVICES, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-OHIO EMERGENCY SERVICES, LLC.
Plan sponsor
Name
MID-OHIO EMERGENCY SERVICES, LLC
EIN
31-1603722
Address
3535 OLENTANGY RIVER ROAD · COLUMBUS, OH · 43214
Phone
(614) 566-5070
Industry
Offices of Physicians· 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
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PUGH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
18 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB Global Bond Fund Advisor Mutual Fund | — | — | $778K | $764K | 23.4% | |
| AB Global Core Equity Portfolio Advisor Mutual Fund | — | — | $255K | $295K | 9.0% | |
| Series Charles Schwab & Co. AB Global Bond CL Adv | — | — | $290K | $290K | 8.9% | |
| iShares Core S&P Total US Stock Mark Unit Investment Trusts | — | — | $184K | $217K | 6.6% | |
| AB International LW Volty EQT ETF Unit Investment Trusts | — | — | $174K | $201K | 6.2% | |
| Single Charles Schwab & Co. iShares Core S&P Total US Stock Mark | — | — | $184K | $184K | 5.6% | |
| AB Short Duration High Yield ETF Unit Investment Trusts | — | — | $169K | $172K | 5.3% | |
| AB Bond Inflation Strategy Advisor Mutual Fund | — | — | $171K | $168K | 5.1% | |
| AB Income Advisor Mutual Fund | — | — | $173K | $167K | 5.1% | |
| Charles Schwab & Co. AB Short Duration High Yield Adv | — | — | $164K | $164K | 5.0% | |
| AB Large Cap Growth Adv CL Mutual Fund | — | — | $123K | $134K | 4.1% | |
| AB Large Cap Value Fund Advisor Mutual Fund | — | — | $124K | $131K | 4.0% | |
| Charles Schwab & Co. AB Large Cap Growth Adv CL | — | — | $123K | $123K | 3.8% | |
| AB Concentrated Growth Advisor Mutual Fund | — | — | $69K | $74K | 2.3% | |
| AB Emerging Markets Multi Asset Portfolio Adv Mutual Fund | — | — | $49K | $52K | 1.6% | |
| AB All Market Real Return Advisor Mutual Fund | — | — | $49K | $49K | 1.5% | |
| iShares Core MSCI Totl Intl Stck ETF Unit Investment Trusts | — | — | $46K | $48K | 1.5% | |
| Charles Schwab & Co. iShares Total US Stock Mkt Index K | — | — | $126K | $26K | 0.8% |
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