The Us Oncology Clinical Practice 401k Plan — Form 5500 plan (Us Oncology Corporate, 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, The Us Oncology Clinical Practice 401k Plan is a benefit plan reported by Us Oncology Corporate, Inc. under EIN 84-1213501 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,957 participants and $1,076,112,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Us Oncology Corporate, Inc.
- EIN
- 84-1213501
- Plan number
- 001
- Plan type
- 3
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 6,957
- End-of-year plan assets
- $1,076,112,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,957 | H, C | 20241010145451NAL0034518864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,076,112,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,076,112,725
- Net assets (BOY)
- $845,165,098
Income & contributions
- Employer contributions
- $29,454,319
- Participant contributions
- $40,330,087
- Total contributions
- $78,785,406
- Total income / additions
- $253,936,280
Expenses & distributions
- Benefits paid
- $73,535,276
- Administrative expenses
- $371,438
- Total expenses
- $73,973,043
- Net increase / (decrease)
- $179,963,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $259,267 | $0 | 2023 |
| Nepc, LLC | INVESTMENT ADVISOR | $83,920 | not reported in the loaded dataset | 2023 |
| Melton & Melton, L.L.P. | ACCOUNTANT/AUDITOR | $25,770 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | CONSULTANT | $5,340 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Us Oncology Corporate, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Fidelity Investments Institutional — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Melton & Melton, L.L.P. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation