Bio-Serv Corporation Employees Retirement Savings Plan — Form 5500 plan (Bio-Serv Corporation)
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, Bio-Serv Corporation Employees Retirement Savings Plan is a benefit plan reported by Bio-Serv Corporation under EIN 38-1643006 and plan number 002. The latest loaded filing year is 2023. The filing reports 344 participants and $32,617,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bio-Serv Corporation
- EIN
- 38-1643006
- Plan number
- 002
- Plan type
- 2
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $32,617,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241011144215NAL0037226832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,617,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,617,969
- Net assets (BOY)
- $28,086,001
Income & contributions
- Employer contributions
- $897,212
- Participant contributions
- $1,618,965
- Total contributions
- $2,590,062
- Total income / additions
- $7,012,298
Expenses & distributions
- Benefits paid
- $2,399,743
- Administrative expenses
- $80,587
- Total expenses
- $2,480,330
- Net increase / (decrease)
- $4,531,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,586 | $0 | 2023 |
| Morgan Stanley | OTHER SERVICES | $0 | $23,887 | 2023 |