Life-Science Innovations And Affiliates Retirement Plan — Form 5500 plan (Life-Science Innovations, LLC)
Plain-English plan 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, Life-Science Innovations And Affiliates Retirement Plan is a benefit plan reported by Life-Science Innovations, LLC under EIN 27-0123014 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,496 participants and $91,506,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Life-Science Innovations, LLC
- EIN
- 27-0123014
- Plan number
- 001
- Plan type
- 3
- Location
- Willmar, MN
- Latest filing year
- 2023
- Participants
- 2,496
- End-of-year plan assets
- $91,506,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,496 | H, C | 20250612133153NAL0012968579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,506,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,506,456
- Net assets (BOY)
- $73,117,806
Income & contributions
- Employer contributions
- $2,981,333
- Participant contributions
- $4,538,538
- Total contributions
- $7,928,433
- Total income / additions
- $24,949,364
Expenses & distributions
- Benefits paid
- $6,307,079
- Administrative expenses
- $209,185
- Total expenses
- $6,560,714
- Net increase / (decrease)
- $18,388,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $118,139 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $71,562 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings, Inc. | CONTRACT ADMIN | $55,668 | not reported in the loaded dataset | 2023 |
| Redpath And Company, LLC | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Life-Science Innovations, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Willmar, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Ascensus Holdings, Inc. — Schedule C compensation
- Redpath And Company, LLC — Schedule C compensation