2023 Form 5500 filing — Carter Bloodcare Employee'S Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007155038NAL0027883920001) for Carter Bloodcare Employee'S Savings Plan, reported by Carter Bloodcare under EIN 75-1035606 and plan number 001. It reports 1,095 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007155038NAL0027883920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carter Bloodcare
- EIN
- 75-1035606
- Plan number
- 001
- Location
- Bedford, TX
- Participants
- 1,095
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,396,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,396,987
- Employer contributions
- $2,045,097
- Participant contributions
- $3,431,044
- Total income / additions
- $13,751,086
- Benefits paid
- $5,198,639
- Administrative expenses
- $185,126
- Total expenses
- $5,383,765
- Net increase / (decrease)
- $8,367,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $185,126 | $955 |
| Lockton Investment Advisors | INVESTMENT MANAGEMENT | $0 | $50,000 |
| Whitley Penn Llp | ACCOUNTANT | $0 | $15,491 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |