2023 Form 5500 filing — Beyond Benefits Life Science Association Trust 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 20241016185504NAL0062151554001) for Beyond Benefits Life Science Association Trust Plan, reported by Biocom under EIN 80-0928329 and plan number 501. It reports 21,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016185504NAL0062151554001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Biocom
- EIN
- 80-0928329
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 21,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,022,512
- Total liabilities (EOY)
- $25,571,058
- Net assets (EOY)
- $42,451,454
- Employer contributions
- $306,134,572
- Participant contributions
- $4,212,732
- Total income / additions
- $313,996,746
- Benefits paid
- $287,213,045
- Administrative expenses
- $17,885,175
- Total expenses
- $305,098,220
- Net increase / (decrease)
- $8,898,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marsh & Mclennan Agency LLC | NONE | $17,556,789 | $1,439,738 |
| Igoe & Company Incorporated | NONE | $147,928 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $69,314 | $0 |
| The Wagner Law Group | NONE | $45,589 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $37,413 | not reported in the loaded dataset |