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Form 5500 · Retirement plan · JACKSONVILLE, FL

CANCER SPECIALISTS, LLC

The filing calls this plan CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN.

CANCER SPECIALISTS, LLC of JACKSONVILLE, FL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5523028 · plan 001 · plan year 2025, filed Jul 28, 2026

Participants at the start of the year
712
Contracts on file
1
Contract value
$1,967,376
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $1,967,376 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC588December$1,967,376$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CANCER SPECIALISTS, LLC
EIN 45-5523028
MAI CAPITAL MANAGEMENT, LLC
SERVICE PROVIDER · EIN 61-1495162
$0
paid directly by the plan
ECONOMIC GROUP PENSION SERVICES
TPA · EIN 13-3180178
$0
paid directly by the plan
VOYA RETIREMENT ADVISORS, LLC
SERVICE PROVIDER · EIN 02-0488491
$15,030
paid directly by the plan
MORNINGSTAR
SERVICE PROVIDER · EIN 36-3297908
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$66,430,712
Paid out in benefits
$3,759,558
Participants at the start of the year
712
Participants with account balances
703

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 59-0602635
SMOAK, DAVIS AND NIXON, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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