2023 Form 5500 filing — The Oncology Institute Retirement 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 20250729092843NAL0006960626001) for The Oncology Institute Retirement Plan, reported by Toi Management, LLC under EIN 83-1856196 and plan number 001. It reports 806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250729092843NAL0006960626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toi Management, LLC
- EIN
- 83-1856196
- Plan number
- 001
- Location
- Cerritos, CA
- Participants
- 806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,958,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,958,931
- Employer contributions
- $1,274,862
- Participant contributions
- $2,776,501
- Total income / additions
- $6,723,873
- Benefits paid
- $2,427,237
- Administrative expenses
- $106,807
- Total expenses
- $2,545,217
- Net increase / (decrease)
- $4,178,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $88,915 | $0 |
| Alliant Retirement Consulting | INVESTMENT MANAGEMENT | $10,606 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,286 | $0 |