Upper Midwest Organ Procurement Organization Inc. Dba Lifesource — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Upper Midwest Organ Procurement Organization Inc. Dba Lifesource (EIN 36-3584029) is a plan sponsor located in Minneapolis, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3584029
Location
Minneapolis, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Upper Midwest Organ Procurement Organization Inc. Dba Lifesource

  • 2 loaded plans hold $34.5M in reported assets.
  • The largest, Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 525 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.5MSummed across loaded plans$34,471,146
Total reported assets$34.5M$34,472,272
Total reported participants525
Total reported liabilities$1.1K$1,126

Reported net position

Reported assets = net assets + liabilities (summed)$34.5M total assets
Net assets$34.5MLiabilities$1.1K
Contributions & income
Employer contributions$1.7M
Participant contributions$2M
Total income / additions$8.5M
Expenses & distributions
Benefits paid / distributions$8.3M
Total expenses$8.3M
Net increase / (decrease)$210.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan
Participants per plan263Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Lifesource Welfare Benefit Plannot reported in the loaded dataset
    Plan #506 · 214 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Upper Midwest Organ Procurement Organization Inc. Dba Lifesource. Open one for its full reported snapshot.

  1. 2023
    Lifesource Welfare Benefit Plan214 participants · 2No schedules
    View filing →
  2. 2023
    Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan311 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Upper Midwest Organ Procurement Organization Inc. Dba Lifesource report on Form 5500?
Upper Midwest Organ Procurement Organization Inc. Dba Lifesource (EIN 36-3584029) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Upper Midwest Organ Procurement Organization Inc. Dba Lifesource?
The Employer Identification Number (EIN) reported for Upper Midwest Organ Procurement Organization Inc. Dba Lifesource is 36-3584029.
What is the latest Form 5500 filing year for Upper Midwest Organ Procurement Organization Inc. Dba Lifesource?
The latest loaded Form 5500 filing year for Upper Midwest Organ Procurement Organization Inc. Dba Lifesource is 2023.

Related Form 5500 pages