2023 Form 5500 filing — Lifesource, Upper Midwest Organ Procurement Organization, Inc. 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 20241015073347NAL0015942755001) for Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan, reported by Upper Midwest Organ Procurement Organization Inc. Dba Lifesource under EIN 36-3584029 and plan number 002. It reports 311 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)$34.5MReported net assets$34,471,146
Participants311
Provider compensation$11.5K2 Schedule C row(s)$11,503
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015073347NAL0015942755001
Plan sponsor
Upper Midwest Organ Procurement Organization Inc. Dba Lifesource
EIN
36-3584029
Plan number
002
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$34.5M total assets
Net assets$34.5MLiabilities$1.1K
Money in vs. money out
Total income / additions$8.5M
Total expenses$8.3M
Benefits paid / distributions$8.3M
Contributions
Employer$1.7M
Participant$2M
Full reported line items
Total assets (EOY)
$34,472,272
Total liabilities (EOY)
$1,126
Net assets (EOY)
$34,471,146
Employer contributions
$1,721,215
Participant contributions
$1,971,718
Total income / additions
$8,544,223
Benefits paid
$8,322,634
Administrative expenses
$11,236
Total expenses
$8,333,870
Net increase / (decrease)
$210,353
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6.5K · Indirect $267
  2. 2
    RECORDKEEPER · Direct $4.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015073347NAL0015942755001 cover?
It is the 2023 Form 5500 filing for Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan, reported by Upper Midwest Organ Procurement Organization Inc. Dba Lifesource (EIN 36-3584029).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages