Back to filter
Original filing (PDF)20250410180308NAL0033980672001
BEND ANESTHESIOLOGY GROUP, P.C.
Form 5500-SF
FILING_RECEIVED
BEND ANESTHESIOLOGY GROUP, P.C. EMPLOYEE BENEFIT PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
55
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.4M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEND ANESTHESIOLOGY GROUP, P.C..
Plan sponsor
Name
BEND ANESTHESIOLOGY GROUP, P.C.
EIN
93-1048304
Address
PO BOX 5517 · BEND, OR · 97708
Phone
(843) 810-7017
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
92-3583058
City
BEND, OR
Phone
(843) 810-7017
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
KALAMAZOO ANESTHESIOLOGY, P.C.
KALAMAZOO ANESTHESIOLOGY, P.C. EMPLOYEES' 401(K) PROFIT-SHARING PLAN FOR CRNAS
$43.7M · 72 participants
ELWYN
ELWYN, INC. RETIREMENT PLAN
$43.0M · 648 participants
UNIVERSITY PEDIATRIC ASSOCIATES, INC.
UNIVERSITY PEDIATRIC ASSOCIATES RETIREMENT PLAN
$42.9M · 206 participants
ADVOCATES, INC.
ADVOCATES, INC. 401(K) PLAN
$44.0M · 1,862 participants
COMMONWEALTH RADIOLOGY ASSOCIATES, INC.
COMMONWEALTH RADIOLOGY ASSOCIATES, INC. PROFIT-SHARING PLAN AND TRUST
$42.8M · 53 participants
FOUR WINDS HEALTH, LLC
FOUR WINDS HEALTH RETIREMENT PLAN
$42.6M · 2,416 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B