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Original filing (PDF)20250929110747NAL0011225569005

MCBRIDE CLINIC, INC.

Form 5500
FILING_RECEIVED
MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST
Health & welfare plan
Signals · 3
~16576 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
668
Accounts w/ balance
Plan assets (EOY)
$376K
Net assets (EOY)
-$288K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 16576 bps in Schedule C fees — 10391% above peer band of 158 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCBRIDE CLINIC, INC..
Plan sponsor
Name
MCBRIDE CLINIC, INC.
EIN
73-0714291
Address
9600 BROADWAY EXT · OKLAHOMA CITY, OK · 731147408
Phone
(405) 486-2500
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P. C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

7 rows
Other
7
NameEINLocationRelationDirect compIndirect comp
KEMPTON GROUP ADMINISTRATORS73-1201547OKLAHOMA CITY, OKNONE$312K
HEALTHCARE HIGHWAYS36-4827148FRISCO, TXNONE$120K
SCRIPT CARE, LTD76-0621375HOUSTON, TXNONE$95K
DELTA DENTAL35-1545647NONE$35K
COMPASS46-2047081PLANO, TXNONE$28K
MEDCOM CARE MANAGEMENT, INC.72-1339762NONE$25K
THE PHIA GROUP04-3504115NONE$9K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.