Plan5500

Oncology/Hematology Care, Inc. Defined Benefit Plan — Form 5500 plan (Oncology/Hematology Care, Inc.)

Plain-English plan 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, Oncology/Hematology Care, Inc. Defined Benefit Plan is a benefit plan reported by Oncology/Hematology Care, Inc. under EIN 31-1106418 and plan number 004. The latest loaded filing year is 2023. The filing reports 161 participants and $4,529,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oncology/Hematology Care, Inc.
EIN
31-1106418
Plan number
004
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
161
End-of-year plan assets
$4,529,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241014221608NAL0013891235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,529,206
Net assets (EOY)
$4,529,206
Net assets (BOY)
$6,810,888

Income & contributions

Employer contributions
$1,109,766
Total contributions
$1,109,766
Total income / additions
$1,810,831

Expenses & distributions

Benefits paid
$4,017,270
Administrative expenses
$75,243
Total expenses
$4,092,513
Net increase / (decrease)
-$2,281,682

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sms RetirementNONE$35,000not reported in the loaded dataset2023
Fidelity Brokerage Service LLCNONE$17,143not reported in the loaded dataset2023
Katz Tellernot reported in the loaded dataset$5,570not reported in the loaded dataset2023

Related Form 5500 pages