The Oregon 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, The Oregon Clinic, P.C. (EIN 93-1127856) is a plan sponsor located in Portland, OR with 3 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
93-1127856
Location
Portland, OR
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$322,930,478
Total reported liabilities (EOY)
$31
Total reported net assets (EOY)
$322,930,447

Contributions & income

Employer contributions
$25,053,721
Participant contributions
$10,755,703
Total income / additions
$83,283,814

Expenses & distributions

Benefits paid / distributions
$19,782,373
Total expenses
$20,060,634
Net increase / (decrease)
$63,223,180

Coverage

Total reported participants
3,220
Plans with financial statements
2
Plans with provider compensation
2

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

The Oregon Clinic, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Oregon Clinic, P.C. Retirement Plan0031,660$312,781,2742023
The Oregon Clinic, P.C. Cash Balance Plan004186$10,149,2042023
The Oregon Clinic Group Insurance Plan5011,374not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Oregon Clinic, P.C.
YearPlanParticipantsSchedulesFiling
2023The Oregon Clinic Group Insurance Plan1,37420240619113455NAL0002657907001
2023The Oregon Clinic, P.C. Retirement Plan1,660H, C20241003135050NAL0017802512002
2023The Oregon Clinic, P.C. Cash Balance Plan186H, C20241014165630NAL0026769313001

Related Form 5500 pages