· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PEDIATRIC CARDIOLOGY CENTER OF OREGON, P.C. — PEDIATRIC CARDIOLOGY CENTER OF OREGON, P.C. CASH BALANCE PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231013154334NAL0045622368001
PEDIATRIC CARDIOLOGY CENTER OF OREGON, P.C.
Form 5500-SF
FILING_RECEIVED
PEDIATRIC CARDIOLOGY CENTER OF OREGON, P.C. CASH BALANCE PLAN AND TRUST
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$515K
Net assets (EOY)
$515K
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PEDIATRIC CARDIOLOGY CENTER OF OREGON, P.C.
.
Find decision makers
Plan sponsor
Name
PEDIATRIC CARDIOLOGY CENTER OF OREGON, P.C.
EIN
93-1161256
Address
300 N. GRAHAM, SUITE 250 · PORTLAND, OR · 972271683
Phone
(503) 280-3418
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
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 providers
Related plans
Similar-size Offices of Physicians plans
RICHARD S. KALSKI, M.D., P.A.
RICHARD S. KALSKI, M.D., P.A. CASH BALANCE PLAN
$515K · 9 participants
CRESCENT MULTI-SPECIALTY GROUP
CRESCENT MULTI-SPECIALTY GROUP DEFINED BENEFIT PENSION PLAN AND TRUST
$515K · 8 participants
NORTH TEXAS PLASTIC SURGERY
NORTH TEXAS PLASTIC SURGERY 401(K) PLAN
$515K · 115 participants
CRAIG C. CALLEWART, MD, PA
CRAIG C. CALLEWART, MD, PA. 401(K) PLAN
$516K · 7 participants
KATHERINE W JONES MD PLC
KATHERINE W. JONES, MD, PLC 401(K) P/S PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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.
$515K · 9 participants
ANNA CHACON, M.D., P..A.
ANNA CHACON MD PA DEFINED BENEFIT PLAN
$516K · 2 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
