Us Radiology Physician Practice 401(K) Retirement Plan — Form 5500 plan (Us Radiology Specialists, 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, Us Radiology Physician Practice 401(K) Retirement Plan is a benefit plan reported by Us Radiology Specialists, Inc. under EIN 82-3626023 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,691 participants and $447,471,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Us Radiology Specialists, Inc.
- EIN
- 82-3626023
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 2,691
- End-of-year plan assets
- $447,471,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,691 | H, C | 20250407095251NAL0009228147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $447,471,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $447,471,846
- Net assets (BOY)
- $382,441,601
Income & contributions
- Employer contributions
- $19,341,050
- Participant contributions
- $13,716,549
- Total contributions
- $35,707,859
- Total income / additions
- $102,260,046
Expenses & distributions
- Benefits paid
- $36,204,841
- Administrative expenses
- $850,060
- Total expenses
- $37,059,056
- Net increase / (decrease)
- $65,200,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $228,733 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $158,207 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | BROKERAGE & INVEST MGMT | $111,168 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | BROKERAGE & INVEST MGMT | $104,375 | not reported in the loaded dataset | 2023 |
| Bragg Financial Advisors | BROKERAGE & INVEST MGMT | $52,122 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | BROKERAGE & INVEST MGMT | $38,503 | not reported in the loaded dataset | 2023 |
| Suntrust Advisory Services, Inc. | BROKERAGE & INVEST MGMT | $38,337 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Financial | BROKERAGE & INVEST MGMT | $16,542 | not reported in the loaded dataset | 2023 |
| Carolina Capital Consulting | INVESTMENT ADVISOR | $14,526 | not reported in the loaded dataset | 2023 |
| Cantor Fiztgerald Inv Adv Lp | INVESTMENT ADVISOR | $12,336 | not reported in the loaded dataset | 2023 |
| Cornerstone Wealth | INVESTMENT ADVISOR | $11,185 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | BROKERAGE & INVEST MGMT | $10,891 | not reported in the loaded dataset | 2023 |
| Bam Advisor Services | INVESTMENT ADVISOR | $10,729 | not reported in the loaded dataset | 2023 |
| Stifel Nicolaus | BROKERAGE & INVEST MGMT | $9,500 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | DC PLAN SERVICES | $7,159 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | BROKERAGE & INVEST MGMT | $5,742 | not reported in the loaded dataset | 2023 |
| Lumature Wealth | INVESTMENT ADVISOR | $5,740 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | BROKERAGE & INVEST MGMT | $1,285 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Us Radiology Specialists, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Oneamerica Retirement Services LLC — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Bragg Financial Advisors — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- Suntrust Advisory Services, Inc. — Schedule C compensation
- Northwestern Mutual Financial — Schedule C compensation
- Carolina Capital Consulting — Schedule C compensation
- Cantor Fiztgerald Inv Adv Lp — Schedule C compensation
- Cornerstone Wealth — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Bam Advisor Services — Schedule C compensation
- Stifel Nicolaus — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Lumature Wealth — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation