Plan5500

Iowa Donor Network 401(K) Plan — Form 5500 plan (Iowa Donor Network)

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, Iowa Donor Network 401(K) Plan is a benefit plan reported by Iowa Donor Network under EIN 42-1414092 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $20,036,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iowa Donor Network
EIN
42-1414092
Plan number
002
Plan type
2
Location
North Liberty, IA
Latest filing year
2023
Participants
223
End-of-year plan assets
$20,036,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20240906122913NAL0000692451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,036,086
Total liabilities (EOY)
$0
Net assets (EOY)
$20,036,086
Net assets (BOY)
$16,230,545

Income & contributions

Employer contributions
$1,341,292
Participant contributions
$1,157,238
Total contributions
$3,067,819
Total income / additions
$5,554,529

Expenses & distributions

Benefits paid
$1,696,655
Administrative expenses
$52,333
Total expenses
$1,748,988
Net increase / (decrease)
$3,805,541

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,332$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$19,2272023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages