2023 Form 5500 filing — Texas Oncology, P.A. 401(K) 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 20241014145248NAL0044963968001) for Texas Oncology, P.A. 401(K) Plan, reported by Us Oncology Corporate, Inc. under EIN 75-2131429 and plan number 002. It reports 5,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145248NAL0044963968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Us Oncology Corporate, Inc.
- EIN
- 75-2131429
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 5,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $985,591,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $985,591,959
- Employer contributions
- $37,482,558
- Participant contributions
- $34,448,627
- Total income / additions
- $246,272,218
- Benefits paid
- $60,132,234
- Administrative expenses
- $297,997
- Total expenses
- $60,434,281
- Net increase / (decrease)
- $185,837,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $217,715 | $0 |
| Nepc, LLC | INVESTMENT ADVISOR | $69,597 | not reported in the loaded dataset |
| Melton And Melton | ACCOUNTANT/AUDITOR | $26,000 | not reported in the loaded dataset |