Original filing (PDF)20250924161828NAL0003138483001

OHIOHEALTH CORPORATION

Name: OHIOHEALTH CORPORATION — THE OHIOHEALTH CASH BALANCE RETIREMENT PLAN, Form 5500 (2024)
Creator: OHIOHEALTH CORPORATION

Form 5500

FILING_RECEIVED

THE OHIOHEALTH CASH BALANCE RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

10 service providers

Active participants

6,188

Accounts w/ balance

—

Plan assets (EOY)

$742.6M

Net assets (EOY)

$742.6M

How this plan invests

This plan

4 pooled trusts

Schedule D

456 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OHIOHEALTH CORPORATION.

Plan sponsor

Name

OHIOHEALTH CORPORATION

EIN

31-4394942

Address

3430 OHIOHEALTH PARKWAY · COLUMBUS, OH · 43202

Phone

(614) 544-4408

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT SOLUTIONS LLC	82-1061233	—	NONE	$658K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIAM BLAIR INVESTMENT MANAGEMENT

Investments

456 direct securities · 4 pooled funds· $707.5M(95% 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.

Bonds / Notes

$215.5M

278 holdings

U.S. Treasuries

$166.8M

47 holdings

Common Collective Trust

$116.5M

3 holdings

Other securities

$105.9M

8 holdings

Common Stock

$24.4M

85 holdings

103-12 Investment Entity

$24.1M

1 holding

Structured Credit (CLO/ABS)

$19.9M

33 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Northern Trust$115.6M JPMorgan$5.1M Goldman Sachs$3.2M Wells Fargo / Allspring$3.1M Morgan Stanley$2.8M MetLife$2.1M Prudential / PGIM$2.0M Schwab$817K Nationwide$295K

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					% of plan
NT COLLECTIVE RUSSELL 1000 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 095	Common Collective Trust	—	$43.6M	$77.3M	10.4%
ALTERNATIVE INVESTMENTS / LIMITED PARTNERSHIPS VALUED AT NAV BPIF NON-TAXABLE L.P. 37,500,000 shares	Other securities	—	$2.5M	$38.1M	5.1%
CLARION LION PROPERTIES FUND LLC 20,416 shares	Other securities	—	$19.4M	$26.0M	3.5%
THE SILCHESTER INTL INVESTOR INT SILCHESTER INTERNATIONAL INVESTORS LLP · EIN 36-7045783 / PN 001	103-12 Investment Entity	—	$19.3M	$24.1M	3.2%
NT COLLECTIVE EAFE INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 024	Common Collective Trust	—	$20.0M	$23.0M	3.1%
WCM FOCUSED INTERNATIONAL GROWTH FUND LP 22,000,000 shares	Other securities	—	$22.0M	$22.1M	3.0%
S MFO WILLIAM BLAIR FDS SMALL CAP ICM R6 636,326 shares	Mutual Funds	—	$17.4M	$18.8M	2.5%
CITY OF LONDON GLOBAL EMERGING 211,748 shares	Other securities	—	$10.6M	$17.2M	2.3%
WILLIAM BLAIR EMERGING MKTS GROWTH GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 003	Common Collective Trust	—	$19.5M	$16.2M	2.2%
INTEREST-BEARING CASH NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT FUND Investor Class	Common Collective Trusts	—	$15.3M	$15.3M	2.1%
UNITED STATES OF AMER TREAS NOTES 4.375%12-15-2026 15,200,000 shares	U.S. Treasuries	—	$15.3M	$15.3M	2.1%
UNITED STATES OF AMER TREAS NOTES 4.25% 08-31-2030 10,900,000 shares	U.S. Treasuries	—	$10.7M	$10.9M	1.5%
UNITED STATES TREAS BDS 4.625% 05-15-2044 9,526,000 shares	U.S. Treasuries	—	$9.7M	$9.3M	1.3%
UNITED STATES TREAS NTS DTD 11/30/2022 3.875% 11-30-2027 9,000,000 shares	U.S. Treasuries	—	$9.0M	$8.9M	1.2%
UNITED STATES TREAS NTS DTD 3.875% 11-30-2029 9,000,000 shares	U.S. Treasuries	—	$9.0M	$8.8M	1.2%
UNITED STATES OF AMER TREAS NOTES 4.25% 11-15-2034 7,575,000 shares	U.S. Treasuries	—	$7.5M	$7.4M	1.0%
UNITED STATES OF AMER TREAS BONDS 4.375% 08-15-2043 6,608,000 shares	U.S. Treasuries	—	$6.5M	$6.3M	0.9%
UNITED STATES OF AMER TREAS BONDS DTD 4.0% 11-15-2052 7,050,000 shares	U.S. Treasuries	—	$6.2M	$6.2M	0.8%
UNITED STATES TREAS NTS DTD 02/29/2024 4.25% 02-28-2031 5,400,000 shares	U.S. Treasuries	—	$5.4M	$5.4M	0.7%
UNITED STATES OF AMER TREAS NOTES 4.0% 07-31-2029 5,000,000 shares	U.S. Treasuries	—	$5.1M	$5.0M	0.7%
UNITED STATES TREAS NTS 4.25% 4,900,000 shares	U.S. Treasuries	—	$4.9M	$4.9M	0.7%
UNITED STATES TREAS BDS 4.375% DUE 11-15-2039 5,000,000 shares	U.S. Treasuries	—	$5.3M	$4.8M	0.6%
UNITED STATES OF AMER TREAS NOTES 4.0% 12-15-2025 4,400,000 shares	U.S. Treasuries	—	$4.4M	$4.4M	0.6%
UNITED STATES OF AMER TREAS NOTES 5% NTS 09-30-2025 4,300,000 shares	U.S. Treasuries	—	$4.3M	$4.4M	0.6%
UNITED STATES TREAS NTS DTD 09/30/2018 3.0% DUE 09-30-2025 4,000,000 shares	U.S. Treasuries	—	$3.9M	$4.0M	0.5%
WI TREASURY SEC 3.375% DUE 11-15-2048 REG 5,000,000 shares	Bonds / Notes	—	$4.4M	$3.9M	0.5%
UNITED STATES TREAS NTS DTD 06/30/2024 4.25% 06-30-2031 3,900,000 shares	U.S. Treasuries	—	$4.0M	$3.9M	0.5%
UNITED STATES TREAS NTS 4.375% 3,750,000 shares	U.S. Treasuries	—	$3.8M	$3.8M	0.5%
UNITED STATES TREAS NTS 4.625% 09-15-2026 3,600,000 shares	U.S. Treasuries	—	$3.6M	$3.7M	0.5%
ANHEUSER-BUSCH COS LLC CORP 4.9% 02-01-2046 3,660,000 shares	Bonds / Notes	—	$3.5M	$3.4M	0.5%
UNITED STATES TREAS BDS DTD 3.125% 05-15-2048 4,500,000 shares	U.S. Treasuries	—	$3.9M	$3.4M	0.5%
UNITED STATES TREAS SEC STRIPPED INT PMT00886 05-15-2033 (UNDDATE) REG 5,000,000 shares	U.S. Treasuries	—	$3.3M	$3.4M	0.5%
ORACLE CORP 3.95% DUE 03-25-2051 4,408,000 shares	Bonds / Notes	—	$3.2M	$3.3M	0.4%
BANK OF AMERICA CORPORATION 4.244% 3,670,000 shares	Bonds / Notes	—	$3.2M	$3.3M	0.4%
UNITED STATES TREAS SEC STRIPPED INT PMT00887 11-15-2033 (UNDDATE) REG 5,000,000 shares	U.S. Treasuries	—	$3.3M	$3.3M	0.4%
UNITED STATES TREAS NTS 3.625% 3,300,000 shares	U.S. Treasuries	—	$3.4M	$3.2M	0.4%
UNITED STATES OF AMER TREAS NOTES 4.0% 07-31-2031 3,175,000 shares	U.S. Treasuries	—	$3.2M	$3.2M	0.4%
UNITED STATES OF AMER TREAS NOTES 4.625%06-30-2026 3,100,000 shares	U.S. Treasuries	—	$3.1M	$3.1M	0.4%
AT&T INC 3.5% DUE 09-15-2053 REG 4,295,000 shares	Bonds / Notes	—	$3.0M	$2.9M	0.4%
UNITED STATES TREAS NTS T NOTE 2.125% 05-31-2026 3,000,000 shares	U.S. Treasuries	—	$2.8M	$2.9M	0.4%
WI TREASURY SEC 3.75% TNOTE 08-31-2031 3,000,000 shares	Bonds / Notes	—	$3.0M	$2.9M	0.4%
UNITED STATES TREAS 2.75% 02-15-2028 3,000,000 shares	U.S. Treasuries	—	$2.8M	$2.9M	0.4%
WELLS FARGO & CO MEDIUM TERM 5.013% 2,785,000 shares	Bonds / Notes	—	$2.5M	$2.5M	0.3%
UNITED STATES TREAS SEC STRIPPED INT PMT00840 02-15-2035 (UNDDATE) REG 4,000,000 shares	U.S. Treasuries	—	$2.5M	$2.5M	0.3%
UNITED STATES TREAS NTS FIXED 2.625% 2,500,000 shares	U.S. Treasuries	—	$2.4M	$2.5M	0.3%
UNITED STATES OF AMER TREAS NOTES .625% DUE 08-15-2030 3,000,000 shares	U.S. Treasuries	—	$2.4M	$2.4M	0.3%
UNITED STATES TREAS SEC STRIPPED INT PMT00841 08-15-2035 (UNDDATE) REG 4,000,000 shares	U.S. Treasuries	—	$2.4M	$2.4M	0.3%
UNITED STATES TREAS NTS 3.875% 2,400,000 shares	U.S. Treasuries	—	$2.4M	$2.4M	0.3%
UNITED STATES TREAS SEC STRIPPED INT PMT00842 02-15-2036 (UNDDATE) REG 4,000,000 shares	U.S. Treasuries	—	$2.4M	$2.3M	0.3%
ENERGY TRANSFER OPER L P 5.0% 2,598,000 shares	Bonds / Notes	—	$2.3M	$2.2M	0.3%

1–50 of 460

1 / 10

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLARION PARTNERS, LLC	13-3379970	—	NONE	$318K	—
SILCHESTER INTERNATIONAL INVESTOR	36-7045783	—	NONE	$265K	—
NORTHERN TRUST COMPANY	36-1561860	—	NONE	$175K	—
LEGAL & GENERAL INVESTMENT	20-8058531	—	NONE	$155K	—
AON CONSULTING	22-2232264	—	NONE	$85K	—
PLANTE & MORAN, PLLC	33-1498605	—	NONE	$15K	—
BAKER & HOSTETLER, LLP	34-0082025	—	NONE	$10K	—