Bend Memorial Clinic, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bend Memorial Clinic, P.C. (EIN 68-0637976) is a plan sponsor located in Bend, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
68-0637976
Location
Bend, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$54,308,366
Total reported net assets (EOY)
$54,308,366

Contributions & income

Employer contributions
$2,713,832
Participant contributions
$2,472,021
Total income / additions
$13,018,954

Expenses & distributions

Benefits paid / distributions
$1,607,711
Total expenses
$1,609,660
Net increase / (decrease)
$11,409,294

Coverage

Total reported participants
472
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bend Memorial Clinic, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bend Memorial Clinic, P.C. 401(K) Retirement Plan002330$54,308,3662023
Bend Memorial Clinic Health, Life And Disability Plan501142not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bend Memorial Clinic, P.C.
YearPlanParticipantsSchedulesFiling
2023Bend Memorial Clinic Health, Life And Disability Plan14220240816103716NAL0024440016001
2023Bend Memorial Clinic, P.C. 401(K) Retirement Plan330H20241015102600NAL0028055489002

Related Form 5500 pages