Oneoncology Cash Balance Pension Plan — Form 5500 plan (Oneoncology, LLC)

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, Oneoncology Cash Balance Pension Plan is a benefit plan reported by Oneoncology, LLC under EIN 82-3416811 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $36,171,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oneoncology, LLC
EIN
82-3416811
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
123
End-of-year plan assets
$36,171,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241015183941NAL0057708882001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,171,922
Total liabilities (EOY)
$0
Net assets (EOY)
$36,171,922
Net assets (BOY)
$23,639,594

Income & contributions

Employer contributions
$11,455,650
Total contributions
$11,455,650
Total income / additions
$12,625,767

Expenses & distributions

Benefits paid
$31,366
Administrative expenses
$62,073
Total expenses
$93,439
Net increase / (decrease)
$12,532,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCN/A$32,613not reported in the loaded dataset2023
Sage Advisory ServicesN/A$29,460not reported in the loaded dataset2023

Related Form 5500 pages