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UMPQUA ORTHOPEDICS PC — UMPQUA ORTHOPEDICS PC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250828154519NAL0020782002001
UMPQUA ORTHOPEDICS PC
Form 5500-SF
FILING_RECEIVED
UMPQUA ORTHOPEDICS PC 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
21
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UMPQUA ORTHOPEDICS PC
.
Find decision makers
Plan sponsor
Name
UMPQUA ORTHOPEDICS PC
EIN
20-5648026
Address
277 NW MEDICAL LOOP · ROSEBURG, OR · 97471
Phone
(541) 677-3332
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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SUMMIT ORTHOPEDICS, LTD.
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Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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$12.1B
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$10.9B
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$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
