2023 Form 5500 filing — The Oregon Clinic, P.C. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003135050NAL0017802512002) for The Oregon Clinic, P.C. Retirement Plan, reported by The Oregon Clinic, P.C. under EIN 93-1127856 and plan number 003. It reports 1,660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003135050NAL0017802512002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Oregon Clinic, P.C.
- EIN
- 93-1127856
- Plan number
- 003
- Location
- Portland, OR
- Participants
- 1,660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,781,274
- Total liabilities (EOY)
- $31
- Net assets (EOY)
- $312,781,243
- Employer contributions
- $15,275,929
- Participant contributions
- $10,755,703
- Total income / additions
- $73,007,943
- Benefits paid
- $19,743,525
- Administrative expenses
- $178,290
- Total expenses
- $19,933,967
- Net increase / (decrease)
- $53,073,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $141,110 | not reported in the loaded dataset |
| Multnomah Group Inc | NONE | $37,105 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,954 | $0 |