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Original filing (PDF)20250924162547NAL0007765073001
OHIOHEALTH
Form 5500
FILING_RECEIVED
OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B)
403(b) retirement plan
Active participants
32,259
Accounts w/ balance
29,137
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIOHEALTH.
Plan sponsor
Name
OHIOHEALTH
EIN
31-4394942
Address
3430 OHIOHEALTH PARKWAY · COLUMBUS, OH · 43202
Phone
(740) 383-8693
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
2025-09-24
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE AND MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | -$194K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $828K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER & HOSTETLER LLP | 34-0082025 | — | ATTORNEY / LEGAL | $5K | — |
Investments
27 direct securities · 12 pooled funds· $2.7B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.7B
27 holdings
Common Collective Trust
$0
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | 871,808 | — | $417.5M | 15.3% | |
| Harbor Cap Appr Inst | — | 2,671,223 | — | $303.6M | 11.1% | |
| Vanguard Target Retirement 2045 Fund | — | 6,124,167 | — | $181.7M | 6.7% | |
| Vanguard Target Retirement 2050 Fund | — | 3,626,697 | — | $180.8M | 6.6% | |
| Vanguard Target Retirement 2040 Fund | — | 3,784,209 | — | $163.6M | 6.0% | |
| Vanguard Target Retirement 2035 Fund | — | 6,066,728 | — | $145.5M | 5.3% | |
| Vanguard Target Retirement 2055 Fund | — | 2,564,420 | — | $142.6M | 5.2% | |
| Vanguard Target Retirement 2030 Fund | — | 3,639,230 | — | $137.9M | 5.1% | |
| PGIM Total RTN BD R6 | — | 9,442,458 | — | $111.8M | 4.1% | |
| Vanguard Total International Stock Index Instl | — | 876,772 | — | $111.1M | 4.1% | |
| Vanguard Target Retirement 2025 Fund | — | 5,907,321 | — | $110.4M | 4.0% | |
| Artisan Small Cap Investor | — | 2,845,806 | — | $100.2M | 3.7% | |
| Vanguard Small Cap Index Institutional | — | 867,472 | — | $99.9M | 3.7% | |
| Dodge & Cox Stock X | — | 378,090 | — | $97.2M | 3.6% | |
| Lincoln National Life Insurance Company | — | 95,625,612 | — | $95.6M | 3.5% | |
| Vanguard Target Retirement 2060 Fund | — | 1,457,911 | — | $74.7M | 2.7% | |
| AF Europac Growth | — | 970,711 | — | $52.1M | 1.9% | |
| Vanguard Target Retirement 2020 Fund | — | 1,352,217 | — | $35.8M | 1.3% | |
| Brokerage Link | — | 27,618,440 | — | $27.6M | 1.0% | |
| Participant notes receivable | — | — | — | $23.5M | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | 604,977 | — | $20.3M | 0.7% | |
| SS AGGR Bond IDX K | — | 194,475 | — | $16.5M | 0.6% | |
| Vanguard Target Retirement Income Fund | — | 1,241,601 | — | $16.3M | 0.6% | |
| VI Small Cap | — | 300,261 | — | $9.4M | 0.3% | |
| PIF Dvrsd RL AST R6 | — | 536,623 | — | $6.0M | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | 35,763 | — | $954K | <0.1% | |
| Metwest Total Return | — | 4,990 | — | $44K | <0.1% | |
| TARGET RETIREMENT INCOME TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST CO · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |