2023 Form 5500 filing — Life-Science Innovations And Affiliates 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 20250612133153NAL0012968579001) for Life-Science Innovations And Affiliates Retirement Plan, reported by Life-Science Innovations, LLC under EIN 27-0123014 and plan number 001. It reports 2,496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$91.5MReported net assets$91,506,456
Participants2.5K2,496
Provider compensation$261.4K4 Schedule C row(s)$261,369
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250612133153NAL0012968579001
Plan sponsor
Life-Science Innovations, LLC
EIN
27-0123014
Plan number
001
Location
Willmar, 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)$91.5M total assets
Net assets$91.5MLiabilities$0
Money in vs. money out
Total income / additions$24.9M
Total expenses$6.6M
Benefits paid / distributions$6.3M
Contributions
Employer$3M
Participant$4.5M
Full reported line items
Total assets (EOY)
$91,506,456
Total liabilities (EOY)
$0
Net assets (EOY)
$91,506,456
Employer contributions
$2,981,333
Participant contributions
$4,538,538
Total income / additions
$24,949,364
Benefits paid
$6,307,079
Administrative expenses
$209,185
Total expenses
$6,560,714
Net increase / (decrease)
$18,388,650
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $118.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $71.6K
  3. 3
    CONTRACT ADMIN · Direct $55.7K
  4. 4
    AUDITOR · Direct $16K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250612133153NAL0012968579001 cover?
It is the 2023 Form 5500 filing for Life-Science Innovations And Affiliates Retirement Plan, reported by Life-Science Innovations, LLC (EIN 27-0123014).
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