What public Form 5500 filings show about the Oregon Urology Institute, P.C. 401(k) plan — and how to find and check your own account.
Oregon Urology Institute, P.C. (EIN 93-0636837) reports OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $53.5M in plan assets across 117 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Oregon Urology Institute, P.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oregon Urology Institute, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRIME PENSIONS NORTHWEST, DELAP LLP, ROEHL & YI INVESTMENT ADVISORS.
