Back to filter
Original filing (PDF)20251013100041NAL0000982369001
SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN
Defined-benefit pension plan
Signals · 3
51% in single holding~146 bps in Sched C feesNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
—
Plan assets (EOY)
$50.2M
Net assets (EOY)
$50.0M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Aon Plc Aon Long Credit Bond Class I" is 51% of plan.
- 146 bps in Schedule C fees — 816% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER.
Plan sponsor
Name
SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER
EIN
31-4391798
Address
1341 CLARK STREET · CAMBRIDGE, OH · 43725
Phone
(740) 439-8000
Industry
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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC | 22-2232264 | — | NONE | $463K | — |
| AON INVESTMENTS USA INC | 98-1090818 | — | NONE | $150K | — |
| PNC BANK | — | WILMINGTON, DE | NONE | $68K | — |
| BAKER & HOSTETLER LLP | 34-0082025 | — | NONE | $28K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE | $27K | — |
Investments
9 direct securities· $50.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Aon Plc Aon Long Credit Bond Class I | — | — | $24.1M | $25.4M | 50.5% | |
| Aon Plc Aon U.S. Intermediate Government Bond Index Class I | — | — | $8.2M | $8.5M | 16.9% | |
| Aon Plc Aon Mid Duration Long Credit Bond Class I | — | — | $6.9M | $7.2M | 14.3% | |
| Aon Plc Aon U.S. Long Government Bond Index Class I | — | — | $2.6M | $2.6M | 5.2% | |
| Townsend Group Townsend Real Estate Fund-E, L.P. | — | — | $2.3M | $2.3M | 4.6% | |
| Aon Plc Aon 20+ Year U.S. Treasury Strips Class I | — | — | $2.2M | $1.9M | 3.9% | |
| PNC Bank, N.A. Money market fund - Federated Hermes Government Obligations Fund | — | — | $1.1M | $1.1M | 2.3% | |
| Aon Plc Aon Intermediate Credit Bond Class I | — | — | $1.0M | $1.1M | 2.1% | |
| GLASfunds SPC | — | — | $5.2M | $42K | <0.1% |