2023 Form 5500 filing — Us Radiology Physician Practice 401(K) 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 20250407095251NAL0009228147001) for Us Radiology Physician Practice 401(K) Retirement Plan, reported by Us Radiology Specialists, Inc. under EIN 82-3626023 and plan number 001. It reports 2,691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407095251NAL0009228147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Us Radiology Specialists, Inc.
- EIN
- 82-3626023
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 2,691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $447,471,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $447,471,846
- Employer contributions
- $19,341,050
- Participant contributions
- $13,716,549
- Total income / additions
- $102,260,046
- Benefits paid
- $36,204,841
- Administrative expenses
- $850,060
- Total expenses
- $37,059,056
- Net increase / (decrease)
- $65,200,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $228,733 | not reported in the loaded dataset |
| Creative Planning, LLC | INVESTMENT ADVISOR | $158,207 | not reported in the loaded dataset |
| Merrill Lynch | BROKERAGE & INVEST MGMT | $111,168 | not reported in the loaded dataset |
| Ubs Financial Services | BROKERAGE & INVEST MGMT | $104,375 | not reported in the loaded dataset |
| Bragg Financial Advisors | BROKERAGE & INVEST MGMT | $52,122 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | BROKERAGE & INVEST MGMT | $38,503 | not reported in the loaded dataset |
| Suntrust Advisory Services, Inc. | BROKERAGE & INVEST MGMT | $38,337 | not reported in the loaded dataset |
| Northwestern Mutual Financial | BROKERAGE & INVEST MGMT | $16,542 | not reported in the loaded dataset |
| Carolina Capital Consulting | INVESTMENT ADVISOR | $14,526 | not reported in the loaded dataset |
| Cantor Fiztgerald Inv Adv Lp | INVESTMENT ADVISOR | $12,336 | not reported in the loaded dataset |
| Cornerstone Wealth | INVESTMENT ADVISOR | $11,185 | not reported in the loaded dataset |
| Raymond James Financial Services | BROKERAGE & INVEST MGMT | $10,891 | not reported in the loaded dataset |
| Bam Advisor Services | INVESTMENT ADVISOR | $10,729 | not reported in the loaded dataset |
| Stifel Nicolaus | BROKERAGE & INVEST MGMT | $9,500 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | DC PLAN SERVICES | $7,159 | not reported in the loaded dataset |
| Wells Fargo Advisors | BROKERAGE & INVEST MGMT | $5,742 | not reported in the loaded dataset |
| Lumature Wealth | INVESTMENT ADVISOR | $5,740 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | BROKERAGE & INVEST MGMT | $1,285 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |