Richard Hoback signed Ohiohealth's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohiohealth's EIN is 31-4394942.
Download the official 2024 Form 5500 (PDF) for Ohiohealth from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohiohealth's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | -$194K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $828K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $417.5M | 15.3% | |
| Harbor Cap Appr Inst | Other securities | — | — | $303.6M | 11.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $181.7M | 6.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $180.8M | 6.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $163.6M | 6.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $145.5M | 5.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $142.6M | 5.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $137.9M | 5.1% | |
| PGIM Total RTN BD R6 | Other securities | — | — | $111.8M | 4.1% | |
| Vanguard Total International Stock Index Instl | Mutual Funds | — | — | $111.1M | 4.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $110.4M | 4.0% | |
| Artisan Small Cap Investor | Other securities | — | — | $100.2M | 3.7% | |
| Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $99.9M | 3.7% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $97.2M | 3.6% | |
| Lincoln National Life Insurance Company | Common Stocks | — | — | $95.6M | 3.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $74.7M | 2.7% | |
| AF Europac Growth | Other securities | — | — | $52.1M | 1.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $35.8M | 1.3% | |
| Brokerage Link | Self-Directed Brokerage | — | — | $27.6M | 1.0% | |
| Participant notes receivable | Other securities | — | — | $23.5M | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $20.3M | 0.7% | |
| SS AGGR Bond IDX K | Common Collective Trusts | — | — | $16.5M | 0.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $16.3M | 0.6% | |
| VI Small Cap | Other securities | — | — | $9.4M | 0.3% | |
| PIF Dvrsd RL AST R6 | Other securities | — | — | $6.0M | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $954K | <0.1% | |
| Metwest Total Return | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER & HOSTETLER LLP | 34-0082025 | — | ATTORNEY / LEGAL | $5K | — |
