Plan5500

The Oregon Clinic, P.C. Retirement Plan — Form 5500 plan (The Oregon Clinic, P.C.)

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 Oregon Clinic, P.C. Retirement Plan is a benefit plan reported by The Oregon Clinic, P.C. under EIN 93-1127856 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,660 participants and $312,781,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Oregon Clinic, P.C.
EIN
93-1127856
Plan number
003
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
1,660
End-of-year plan assets
$312,781,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,660H, C20241003135050NAL0017802512002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$312,781,274
Total liabilities (EOY)
$31
Net assets (EOY)
$312,781,243
Net assets (BOY)
$259,707,267

Income & contributions

Employer contributions
$15,275,929
Participant contributions
$10,755,703
Total contributions
$27,496,111
Total income / additions
$73,007,943

Expenses & distributions

Benefits paid
$19,743,525
Administrative expenses
$178,290
Total expenses
$19,933,967
Net increase / (decrease)
$53,073,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$141,110not reported in the loaded dataset2023
Multnomah Group IncNONE$37,105not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$1,954$02023

Related Form 5500 pages