2023 Form 5500 filing — Instrumentation Laboratory Retirement 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 20241011110248NAL0036731536001) for Instrumentation Laboratory Retirement Plan, reported by Instrumentation Laboratory under EIN 02-0448199 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.3MReported net assets$15,253,554
Participants231
Provider compensation$199.9K3 Schedule C row(s)$199,928
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011110248NAL0036731536001
Plan sponsor
Instrumentation Laboratory
EIN
02-0448199
Plan number
001
Location
Bedford, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.3M total assets
Net assets$15.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.2M
Benefits paid / distributions$956.7K
Full reported line items
Total assets (EOY)
$15,253,554
Total liabilities (EOY)
$0
Net assets (EOY)
$15,253,554
Total income / additions
$1,070,556
Benefits paid
$956,666
Administrative expenses
$222,104
Total expenses
$1,178,770
Net increase / (decrease)
-$108,214

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Bank Of New York MellonNONE$100,145not reported in the loaded dataset
Agilis Partners LLCNONE$60,500not reported in the loaded dataset
Ardito, Toscano & Mccollum, PcNONE$39,283not reported in the loaded dataset

Related Form 5500 pages