401k Plan data: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN plan

OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 401k Plan overview

Plan Name	OHIO STATE MEDICAL ASSOCIATION PENSION PLAN
Plan identification number	001

OHIO STATE MEDICAL ASSOCIATION PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

OHIO STATE MEDICAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: OHIO STATE MEDICAL ASSOCIATION

Employer identification number (EIN): 314364893

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about OHIO STATE MEDICAL ASSOCIATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1904-05-10

Company Identification Number: 17908

Legal Registered Office Address: 3401 MILL RUN DRIVE
-
HILLIARD
United States of America (USA)
43026

More information about OHIO STATE MEDICAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO STATE MEDICAL ASSOCIATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-12-31 JULIE METHENY 2022-05-31 JULIE A METHENY 2022-05-31
001 2019-12-31 JULIE METHENY 2021-10-12 JULIE A METHENY 2021-10-12
001 2018-12-31 JULIE METHENY 2020-10-04
001 2017-12-31 JULIE METHENY 2019-10-11
001 2016-12-31 JULIE METHENY 2018-10-16
001 2015-12-31 JULIE METHENY 2017-10-10
001 2014-12-31
001 2013-12-31 JULIE METHENY 2015-10-09
001 2012-12-31 FILED WITH AN AUTHORIZED SIGNATURE 2014-09-23
001 2011-12-31 JOSEPH CHURILLA 2013-10-09
001 2010-12-31 JOSEPH CHURILLA 2012-10-15
001 2008-12-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-12-31	JULIE METHENY	2022-05-31	JULIE A METHENY	2022-05-31
001	2019-12-31	JULIE METHENY	2021-10-12	JULIE A METHENY	2021-10-12
001	2018-12-31	JULIE METHENY	2020-10-04
001	2017-12-31	JULIE METHENY	2019-10-11
001	2016-12-31	JULIE METHENY	2018-10-16
001	2015-12-31	JULIE METHENY	2017-10-10
001	2014-12-31
001	2013-12-31	JULIE METHENY	2015-10-09
001	2012-12-31	FILED WITH AN AUTHORIZED SIGNATURE	2014-09-23
001	2011-12-31	JOSEPH CHURILLA	2013-10-09
001	2010-12-31	JOSEPH CHURILLA	2012-10-15
001	2008-12-31

Plan Statistics for OHIO STATE MEDICAL ASSOCIATION PENSION PLAN

401k plan membership statisitcs for OHIO STATE MEDICAL ASSOCIATION PENSION PLAN

Measure Date Value
2021: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-21 16,004,505
Acturial value of plan assets 2021-12-21 14,878,681
Funding target for retired participants and beneficiaries receiving payment 2021-12-21 10,141,135
Number of terminated vested participants 2021-12-21 12
Fundng target for terminated vested participants 2021-12-21 1,292,230
Active participant vested funding target 2021-12-21 1,264,542
Number of active participants 2021-12-21 11
Total funding liabilities for active participants 2021-12-21 1,367,621
Total participant count 2021-12-21 61
Total funding target for all participants 2021-12-21 12,800,986
Balance at beginning of prior year after applicable adjustments 2021-12-21 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-21 41,748
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-21 0
Prefunding balanced used to offset prior years funding requirement 2021-12-21 0
Amount remaining of carryover balance 2021-12-21 0
Amount remaining of prefunding balance 2021-12-21 41,748
Present value of excess contributions 2021-12-21 2,090,725
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-21 2,204,879
Balance of carryovers at beginning of current year 2021-12-21 0
Balance of prefunding at beginning of current year 2021-12-21 47,133
Total employer contributions 2021-12-21 157,000
Total employee contributions 2021-12-21 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-21 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-21 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-21 150,665
Liquidity shortfalls end of Q1 2021-12-21 0
Liquidity shortfalls end of Q2 2021-12-21 0
Liquidity shortfalls end of Q3 2021-12-21 0
Liquidity shortfalls end of Q4 2021-12-21 0
Unpaid minimum required contributions for all prior years 2021-12-21 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-21 0
Remaining amount of unpaid minimum required contributions 2021-12-21 0
Minimum required contributions for current year target normal cost 2021-12-21 37,127
Net shortfall amortization installment of oustanding balance 2021-12-21 0
Waiver amortization installment 2021-12-21 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-21 0
Additional cash requirement 2021-12-21 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-21 150,665
Unpaid minimum required contributions for current year 2021-12-21 0
Unpaid minimum required contributions for all years 2021-12-21 0
2020: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-30 12,787,679
Acturial value of plan assets 2020-12-30 12,145,128
Funding target for retired participants and beneficiaries receiving payment 2020-12-30 10,736,905
Number of terminated vested participants 2020-12-30 13
Fundng target for terminated vested participants 2020-12-30 1,472,461
Active participant vested funding target 2020-12-30 1,248,450
Number of active participants 2020-12-30 11
Total funding liabilities for active participants 2020-12-30 1,344,937
Total participant count 2020-12-30 62
Total funding target for all participants 2020-12-30 13,554,303
Balance at beginning of prior year after applicable adjustments 2020-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-30 34,178
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-30 0
Prefunding balanced used to offset prior years funding requirement 2020-12-30 0
Amount remaining of carryover balance 2020-12-30 0
Amount remaining of prefunding balance 2020-12-30 34,178
Present value of excess contributions 2020-12-30 85,794
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-30 90,624
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-30 0
Balance of carryovers at beginning of current year 2020-12-30 0
Balance of prefunding at beginning of current year 2020-12-30 41,748
Total employer contributions 2020-12-30 2,764,931
Total employee contributions 2020-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-30 2,532,578
Liquidity shortfalls end of Q1 2020-12-30 0
Liquidity shortfalls end of Q2 2020-12-30 0
Liquidity shortfalls end of Q3 2020-12-30 0
Liquidity shortfalls end of Q4 2020-12-30 0
Unpaid minimum required contributions for all prior years 2020-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-30 0
Remaining amount of unpaid minimum required contributions 2020-12-30 0
Minimum required contributions for current year target normal cost 2020-12-30 55,834
Net shortfall amortization installment of oustanding balance 2020-12-30 1,450,923
Waiver amortization installment 2020-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-30 441,853
Carryover balance elected to use to offset funding requirement 2020-12-30 0
Prefunding balance elected to use to offset funding requirement 2020-12-30 0
Additional cash requirement 2020-12-30 441,853
Contributions allocatedtoward minimum required contributions for current year 2020-12-30 2,532,578
Unpaid minimum required contributions for current year 2020-12-30 0
Unpaid minimum required contributions for all years 2020-12-30 0
2019: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-30 11,277,819
Acturial value of plan assets 2019-12-30 11,983,142
Funding target for retired participants and beneficiaries receiving payment 2019-12-30 10,608,171
Number of terminated vested participants 2019-12-30 14
Fundng target for terminated vested participants 2019-12-30 1,399,552
Active participant vested funding target 2019-12-30 1,114,352
Number of active participants 2019-12-30 11
Total funding liabilities for active participants 2019-12-30 1,202,221
Total participant count 2019-12-30 64
Total funding target for all participants 2019-12-30 13,209,944
Balance at beginning of prior year after applicable adjustments 2019-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-30 36,252
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-30 0
Prefunding balanced used to offset prior years funding requirement 2019-12-30 0
Amount remaining of carryover balance 2019-12-30 0
Amount remaining of prefunding balance 2019-12-30 36,252
Present value of excess contributions 2019-12-30 72,819
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-30 77,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-30 0
Reductions in caryover balances due to elections or deemed elections 2019-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-30 0
Balance of carryovers at beginning of current year 2019-12-30 0
Balance of prefunding at beginning of current year 2019-12-30 34,178
Total employer contributions 2019-12-30 170,000
Total employee contributions 2019-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-30 165,263
Liquidity shortfalls end of Q1 2019-12-30 0
Liquidity shortfalls end of Q2 2019-12-30 0
Liquidity shortfalls end of Q3 2019-12-30 0
Liquidity shortfalls end of Q4 2019-12-30 0
Unpaid minimum required contributions for all prior years 2019-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-30 0
Remaining amount of unpaid minimum required contributions 2019-12-30 0
Minimum required contributions for current year target normal cost 2019-12-30 51,068
Net shortfall amortization installment of oustanding balance 2019-12-30 1,260,980
Waiver amortization installment 2019-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-30 79,469
Carryover balance elected to use to offset funding requirement 2019-12-30 0
Prefunding balance elected to use to offset funding requirement 2019-12-30 0
Additional cash requirement 2019-12-30 79,469
Contributions allocatedtoward minimum required contributions for current year 2019-12-30 165,263
Unpaid minimum required contributions for current year 2019-12-30 0
Unpaid minimum required contributions for all years 2019-12-30 0
2018: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-30 12,701,076
Acturial value of plan assets 2018-12-30 12,160,942
Funding target for retired participants and beneficiaries receiving payment 2018-12-30 9,887,039
Number of terminated vested participants 2018-12-30 15
Fundng target for terminated vested participants 2018-12-30 1,439,759
Active participant vested funding target 2018-12-30 1,413,180
Number of active participants 2018-12-30 12
Total funding liabilities for active participants 2018-12-30 1,605,822
Total participant count 2018-12-30 65
Total funding target for all participants 2018-12-30 12,932,620
Balance at beginning of prior year after applicable adjustments 2018-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-30 31,653
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-30 0
Prefunding balanced used to offset prior years funding requirement 2018-12-30 0
Amount remaining of carryover balance 2018-12-30 0
Amount remaining of prefunding balance 2018-12-30 31,653
Present value of excess contributions 2018-12-30 153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-30 162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-30 0
Reductions in caryover balances due to elections or deemed elections 2018-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-30 0
Balance of carryovers at beginning of current year 2018-12-30 0
Balance of prefunding at beginning of current year 2018-12-30 36,252
Total employer contributions 2018-12-30 323,379
Total employee contributions 2018-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-30 309,596
Liquidity shortfalls end of Q1 2018-12-30 0
Liquidity shortfalls end of Q2 2018-12-30 0
Liquidity shortfalls end of Q3 2018-12-30 0
Liquidity shortfalls end of Q4 2018-12-30 0
Unpaid minimum required contributions for all prior years 2018-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-30 0
Remaining amount of unpaid minimum required contributions 2018-12-30 0
Minimum required contributions for current year target normal cost 2018-12-30 45,250
Net shortfall amortization installment of oustanding balance 2018-12-30 807,930
Waiver amortization installment 2018-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-30 236,777
Carryover balance elected to use to offset funding requirement 2018-12-30 0
Prefunding balance elected to use to offset funding requirement 2018-12-30 0
Additional cash requirement 2018-12-30 236,777
Contributions allocatedtoward minimum required contributions for current year 2018-12-30 309,596
Unpaid minimum required contributions for current year 2018-12-30 0
Unpaid minimum required contributions for all years 2018-12-30 0
2017: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-30 11,678,414
Acturial value of plan assets 2017-12-30 12,011,718
Funding target for retired participants and beneficiaries receiving payment 2017-12-30 9,788,341
Number of terminated vested participants 2017-12-30 15
Fundng target for terminated vested participants 2017-12-30 1,450,074
Active participant vested funding target 2017-12-30 1,370,644
Number of active participants 2017-12-30 14
Total funding liabilities for active participants 2017-12-30 1,491,064
Total participant count 2017-12-30 67
Total funding target for all participants 2017-12-30 12,729,479
Balance at beginning of prior year after applicable adjustments 2017-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-30 29,997
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-30 0
Prefunding balanced used to offset prior years funding requirement 2017-12-30 0
Amount remaining of carryover balance 2017-12-30 0
Amount remaining of prefunding balance 2017-12-30 29,997
Present value of excess contributions 2017-12-30 888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-30 943
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-30 0
Reductions in caryover balances due to elections or deemed elections 2017-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-30 0
Balance of carryovers at beginning of current year 2017-12-30 0
Balance of prefunding at beginning of current year 2017-12-30 31,653
Total employer contributions 2017-12-30 391,794
Total employee contributions 2017-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-30 380,359
Liquidity shortfalls end of Q1 2017-12-30 0
Liquidity shortfalls end of Q2 2017-12-30 0
Liquidity shortfalls end of Q3 2017-12-30 0
Liquidity shortfalls end of Q4 2017-12-30 0
Unpaid minimum required contributions for all prior years 2017-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-30 0
Remaining amount of unpaid minimum required contributions 2017-12-30 0
Minimum required contributions for current year target normal cost 2017-12-30 57,908
Net shortfall amortization installment of oustanding balance 2017-12-30 749,414
Waiver amortization installment 2017-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-30 380,206
Carryover balance elected to use to offset funding requirement 2017-12-30 0
Prefunding balance elected to use to offset funding requirement 2017-12-30 0
Additional cash requirement 2017-12-30 380,206
Contributions allocatedtoward minimum required contributions for current year 2017-12-30 380,359
Unpaid minimum required contributions for current year 2017-12-30 0
Unpaid minimum required contributions for all years 2017-12-30 0

Measure	Date	Value
2021: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-21	16,004,505
Acturial value of plan assets	2021-12-21	14,878,681
Funding target for retired participants and beneficiaries receiving payment	2021-12-21	10,141,135
Number of terminated vested participants	2021-12-21	12
Fundng target for terminated vested participants	2021-12-21	1,292,230
Active participant vested funding target	2021-12-21	1,264,542
Number of active participants	2021-12-21	11
Total funding liabilities for active participants	2021-12-21	1,367,621
Total participant count	2021-12-21	61
Total funding target for all participants	2021-12-21	12,800,986
Balance at beginning of prior year after applicable adjustments	2021-12-21	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-21	41,748
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-21	0
Prefunding balanced used to offset prior years funding requirement	2021-12-21	0
Amount remaining of carryover balance	2021-12-21	0
Amount remaining of prefunding balance	2021-12-21	41,748
Present value of excess contributions	2021-12-21	2,090,725
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-21	2,204,879
Balance of carryovers at beginning of current year	2021-12-21	0
Balance of prefunding at beginning of current year	2021-12-21	47,133
Total employer contributions	2021-12-21	157,000
Total employee contributions	2021-12-21	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-21	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-21	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-21	150,665
Liquidity shortfalls end of Q1	2021-12-21	0
Liquidity shortfalls end of Q2	2021-12-21	0
Liquidity shortfalls end of Q3	2021-12-21	0
Liquidity shortfalls end of Q4	2021-12-21	0
Unpaid minimum required contributions for all prior years	2021-12-21	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-21	0
Remaining amount of unpaid minimum required contributions	2021-12-21	0
Minimum required contributions for current year target normal cost	2021-12-21	37,127
Net shortfall amortization installment of oustanding balance	2021-12-21	0
Waiver amortization installment	2021-12-21	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-21	0
Additional cash requirement	2021-12-21	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-21	150,665
Unpaid minimum required contributions for current year	2021-12-21	0
Unpaid minimum required contributions for all years	2021-12-21	0
2020: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-30	12,787,679
Acturial value of plan assets	2020-12-30	12,145,128
Funding target for retired participants and beneficiaries receiving payment	2020-12-30	10,736,905
Number of terminated vested participants	2020-12-30	13
Fundng target for terminated vested participants	2020-12-30	1,472,461
Active participant vested funding target	2020-12-30	1,248,450
Number of active participants	2020-12-30	11
Total funding liabilities for active participants	2020-12-30	1,344,937
Total participant count	2020-12-30	62
Total funding target for all participants	2020-12-30	13,554,303
Balance at beginning of prior year after applicable adjustments	2020-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-30	34,178
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-30	0
Prefunding balanced used to offset prior years funding requirement	2020-12-30	0
Amount remaining of carryover balance	2020-12-30	0
Amount remaining of prefunding balance	2020-12-30	34,178
Present value of excess contributions	2020-12-30	85,794
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-30	90,624
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-30	0
Balance of carryovers at beginning of current year	2020-12-30	0
Balance of prefunding at beginning of current year	2020-12-30	41,748
Total employer contributions	2020-12-30	2,764,931
Total employee contributions	2020-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-30	2,532,578
Liquidity shortfalls end of Q1	2020-12-30	0
Liquidity shortfalls end of Q2	2020-12-30	0
Liquidity shortfalls end of Q3	2020-12-30	0
Liquidity shortfalls end of Q4	2020-12-30	0
Unpaid minimum required contributions for all prior years	2020-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-30	0
Remaining amount of unpaid minimum required contributions	2020-12-30	0
Minimum required contributions for current year target normal cost	2020-12-30	55,834
Net shortfall amortization installment of oustanding balance	2020-12-30	1,450,923
Waiver amortization installment	2020-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-30	441,853
Carryover balance elected to use to offset funding requirement	2020-12-30	0
Prefunding balance elected to use to offset funding requirement	2020-12-30	0
Additional cash requirement	2020-12-30	441,853
Contributions allocatedtoward minimum required contributions for current year	2020-12-30	2,532,578
Unpaid minimum required contributions for current year	2020-12-30	0
Unpaid minimum required contributions for all years	2020-12-30	0
2019: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-30	11,277,819
Acturial value of plan assets	2019-12-30	11,983,142
Funding target for retired participants and beneficiaries receiving payment	2019-12-30	10,608,171
Number of terminated vested participants	2019-12-30	14
Fundng target for terminated vested participants	2019-12-30	1,399,552
Active participant vested funding target	2019-12-30	1,114,352
Number of active participants	2019-12-30	11
Total funding liabilities for active participants	2019-12-30	1,202,221
Total participant count	2019-12-30	64
Total funding target for all participants	2019-12-30	13,209,944
Balance at beginning of prior year after applicable adjustments	2019-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-30	36,252
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-30	0
Prefunding balanced used to offset prior years funding requirement	2019-12-30	0
Amount remaining of carryover balance	2019-12-30	0
Amount remaining of prefunding balance	2019-12-30	36,252
Present value of excess contributions	2019-12-30	72,819
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-30	77,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-30	0
Reductions in caryover balances due to elections or deemed elections	2019-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-30	0
Balance of carryovers at beginning of current year	2019-12-30	0
Balance of prefunding at beginning of current year	2019-12-30	34,178
Total employer contributions	2019-12-30	170,000
Total employee contributions	2019-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-30	165,263
Liquidity shortfalls end of Q1	2019-12-30	0
Liquidity shortfalls end of Q2	2019-12-30	0
Liquidity shortfalls end of Q3	2019-12-30	0
Liquidity shortfalls end of Q4	2019-12-30	0
Unpaid minimum required contributions for all prior years	2019-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-30	0
Remaining amount of unpaid minimum required contributions	2019-12-30	0
Minimum required contributions for current year target normal cost	2019-12-30	51,068
Net shortfall amortization installment of oustanding balance	2019-12-30	1,260,980
Waiver amortization installment	2019-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-30	79,469
Carryover balance elected to use to offset funding requirement	2019-12-30	0
Prefunding balance elected to use to offset funding requirement	2019-12-30	0
Additional cash requirement	2019-12-30	79,469
Contributions allocatedtoward minimum required contributions for current year	2019-12-30	165,263
Unpaid minimum required contributions for current year	2019-12-30	0
Unpaid minimum required contributions for all years	2019-12-30	0
2018: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-30	12,701,076
Acturial value of plan assets	2018-12-30	12,160,942
Funding target for retired participants and beneficiaries receiving payment	2018-12-30	9,887,039
Number of terminated vested participants	2018-12-30	15
Fundng target for terminated vested participants	2018-12-30	1,439,759
Active participant vested funding target	2018-12-30	1,413,180
Number of active participants	2018-12-30	12
Total funding liabilities for active participants	2018-12-30	1,605,822
Total participant count	2018-12-30	65
Total funding target for all participants	2018-12-30	12,932,620
Balance at beginning of prior year after applicable adjustments	2018-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-30	31,653
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-30	0
Prefunding balanced used to offset prior years funding requirement	2018-12-30	0
Amount remaining of carryover balance	2018-12-30	0
Amount remaining of prefunding balance	2018-12-30	31,653
Present value of excess contributions	2018-12-30	153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-30	162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-30	0
Reductions in caryover balances due to elections or deemed elections	2018-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-30	0
Balance of carryovers at beginning of current year	2018-12-30	0
Balance of prefunding at beginning of current year	2018-12-30	36,252
Total employer contributions	2018-12-30	323,379
Total employee contributions	2018-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-30	309,596
Liquidity shortfalls end of Q1	2018-12-30	0
Liquidity shortfalls end of Q2	2018-12-30	0
Liquidity shortfalls end of Q3	2018-12-30	0
Liquidity shortfalls end of Q4	2018-12-30	0
Unpaid minimum required contributions for all prior years	2018-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-30	0
Remaining amount of unpaid minimum required contributions	2018-12-30	0
Minimum required contributions for current year target normal cost	2018-12-30	45,250
Net shortfall amortization installment of oustanding balance	2018-12-30	807,930
Waiver amortization installment	2018-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-30	236,777
Carryover balance elected to use to offset funding requirement	2018-12-30	0
Prefunding balance elected to use to offset funding requirement	2018-12-30	0
Additional cash requirement	2018-12-30	236,777
Contributions allocatedtoward minimum required contributions for current year	2018-12-30	309,596
Unpaid minimum required contributions for current year	2018-12-30	0
Unpaid minimum required contributions for all years	2018-12-30	0
2017: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-30	11,678,414
Acturial value of plan assets	2017-12-30	12,011,718
Funding target for retired participants and beneficiaries receiving payment	2017-12-30	9,788,341
Number of terminated vested participants	2017-12-30	15
Fundng target for terminated vested participants	2017-12-30	1,450,074
Active participant vested funding target	2017-12-30	1,370,644
Number of active participants	2017-12-30	14
Total funding liabilities for active participants	2017-12-30	1,491,064
Total participant count	2017-12-30	67
Total funding target for all participants	2017-12-30	12,729,479
Balance at beginning of prior year after applicable adjustments	2017-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-30	29,997
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-30	0
Prefunding balanced used to offset prior years funding requirement	2017-12-30	0
Amount remaining of carryover balance	2017-12-30	0
Amount remaining of prefunding balance	2017-12-30	29,997
Present value of excess contributions	2017-12-30	888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-30	943
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-30	0
Reductions in caryover balances due to elections or deemed elections	2017-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-30	0
Balance of carryovers at beginning of current year	2017-12-30	0
Balance of prefunding at beginning of current year	2017-12-30	31,653
Total employer contributions	2017-12-30	391,794
Total employee contributions	2017-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-30	380,359
Liquidity shortfalls end of Q1	2017-12-30	0
Liquidity shortfalls end of Q2	2017-12-30	0
Liquidity shortfalls end of Q3	2017-12-30	0
Liquidity shortfalls end of Q4	2017-12-30	0
Unpaid minimum required contributions for all prior years	2017-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-30	0
Remaining amount of unpaid minimum required contributions	2017-12-30	0
Minimum required contributions for current year target normal cost	2017-12-30	57,908
Net shortfall amortization installment of oustanding balance	2017-12-30	749,414
Waiver amortization installment	2017-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-30	380,206
Carryover balance elected to use to offset funding requirement	2017-12-30	0
Prefunding balance elected to use to offset funding requirement	2017-12-30	0
Additional cash requirement	2017-12-30	380,206
Contributions allocatedtoward minimum required contributions for current year	2017-12-30	380,359
Unpaid minimum required contributions for current year	2017-12-30	0
Unpaid minimum required contributions for all years	2017-12-30	0

Form 5500 Responses for OHIO STATE MEDICAL ASSOCIATION PENSION PLAN

2008: OHIO STATE MEDICAL ASSOCIATION PENSION PLAN 2008 form 5500 responses
2008-12-31	Type of plan entity	Single employer plan
2008-12-31	Submission has been amended	No
2008-12-31	This submission is the final filing	No
2008-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-31	Plan is a collectively bargained plan	No

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Company Name:	OHIO STATE MEDICAL ASSOCIATION
Employer identification number (EIN):	314364893
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1904-05-10
Company Identification Number:	17908
Legal Registered Office Address:	3401 MILL RUN DRIVE - HILLIARD United States of America (USA) 43026