2023 Form 5500 filing — The Us Oncology Clinical Practice 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010145451NAL0034518864001) for The Us Oncology Clinical Practice 401k Plan, reported by Us Oncology Corporate, Inc. under EIN 84-1213501 and plan number 001. It reports 6,957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145451NAL0034518864001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Us Oncology Corporate, Inc.
- EIN
- 84-1213501
- Plan number
- 001
- Location
- The Woodlands, TX
- Participants
- 6,957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,076,112,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,076,112,725
- Employer contributions
- $29,454,319
- Participant contributions
- $40,330,087
- Total income / additions
- $253,936,280
- Benefits paid
- $73,535,276
- Administrative expenses
- $371,438
- Total expenses
- $73,973,043
- Net increase / (decrease)
- $179,963,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $259,267 | $0 |
| Nepc, LLC | INVESTMENT ADVISOR | $83,920 | not reported in the loaded dataset |
| Melton & Melton, L.L.P. | ACCOUNTANT/AUDITOR | $25,770 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | CONSULTANT | $5,340 | not reported in the loaded dataset |