Original filing (PDF)20251229164935NAL0018994385001

OREGON SURGICAL SPECIALISTS, P.C.

Name: OREGON SURGICAL SPECIALISTS, P.C. — OREGON SURGICAL SPECIALISTS, P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: OREGON SURGICAL SPECIALISTS, P.C.

Form 5500-SF

FILING_RECEIVED

OREGON SURGICAL SPECIALISTS, P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON SURGICAL SPECIALISTS, P.C..

Plan sponsor

Name

OREGON SURGICAL SPECIALISTS, P.C.

EIN

93-0592325

Address

520 MEDICAL CENTER DRIVE · SUITE 300 · MEDFORD, OR · 97504

Phone

(541) 930-8926

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-12-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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