Texas Oncology, P.A. 401(K) Plan — Form 5500 plan (Us Oncology Corporate, Inc.)

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, Texas Oncology, P.A. 401(K) Plan is a benefit plan reported by Us Oncology Corporate, Inc. under EIN 75-2131429 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,223 participants and $985,591,959 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Us Oncology Corporate, Inc.
EIN
75-2131429
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
5,223
End-of-year plan assets
$985,591,959

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,223H, C20241014145248NAL0044963968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$985,591,959
Total liabilities (EOY)
$0
Net assets (EOY)
$985,591,959
Net assets (BOY)
$799,754,022

Income & contributions

Employer contributions
$37,482,558
Participant contributions
$34,448,627
Total contributions
$78,098,957
Total income / additions
$246,272,218

Expenses & distributions

Benefits paid
$60,132,234
Administrative expenses
$297,997
Total expenses
$60,434,281
Net increase / (decrease)
$185,837,937

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$217,715$02023
Nepc, LLCINVESTMENT ADVISOR$69,597not reported in the loaded dataset2023
Melton And MeltonACCOUNTANT/AUDITOR$26,000not reported in the loaded dataset2023

Related Form 5500 pages