2023 Form 5500 filing — The Blood Center 403(B) Retirement 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 20241008135444NAL0009752739001) for The Blood Center 403(B) Retirement Savings Plan, reported by The Blood Center under EIN 72-0725401 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135444NAL0009752739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Blood Center
- EIN
- 72-0725401
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,617,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,617,858
- Employer contributions
- $228,200
- Participant contributions
- $408,865
- Total income / additions
- $1,498,742
- Benefits paid
- $1,066,666
- Administrative expenses
- $40,166
- Total expenses
- $1,106,832
- Net increase / (decrease)
- $391,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | RECORDKEEPER/BOOKKEEPER | $34,551 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,594 | $0 |