Southern Ohio Medical Center Cash Balance Pension Plan
Sponsored by Southern Ohio Medical Center · EIN 310678022 · Plan #003
- Total assets
- $74.7M
- Net assets
- $74.7M
- Active participants
- 3,176
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $245,151 |
| Nepc, Llc | Consulting (pension), Investment management, Direct payment from the plan | $95,744 |
| Wellington Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $18,163 |
| U.S. Bank National Association | Custodial (securities), Trustee (directed), Investment management | $13,945 |
| Income Research & Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $11,721 |
| State Street Gloval Advisors Trust | Custodial (other), Custodial (securities), Direct payment from the plan | $4,823 |