The Blood Connection 401(K) Plan — Form 5500 plan (The Blood Connection, Incorporated)
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, The Blood Connection 401(K) Plan is a benefit plan reported by The Blood Connection, Incorporated under EIN 57-0660489 and plan number 001. The latest loaded filing year is 2023. The filing reports 759 participants and $19,281,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Blood Connection, Incorporated
- EIN
- 57-0660489
- Plan number
- 001
- Plan type
- 2
- Location
- Piedmont, SC
- Latest filing year
- 2023
- Participants
- 759
- End-of-year plan assets
- $19,281,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 759 | H, C | 20240830122445NAL0029935362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,281,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,281,058
- Net assets (BOY)
- $15,917,802
Income & contributions
- Employer contributions
- $1,900,026
- Participant contributions
- $1,279,248
- Total contributions
- $3,266,418
- Total income / additions
- $5,830,764
Expenses & distributions
- Benefits paid
- $2,337,675
- Administrative expenses
- $129,833
- Total expenses
- $2,467,508
- Net increase / (decrease)
- $3,363,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $129,368 | $0 | 2023 |
| Lincoln Financial Advisors Corp | NONE | $0 | $40,256 | 2023 |
| Wilshire Advisors LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Blood Connection, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Piedmont, SC
- Principal Life Insurance Company — Schedule C compensation
- Lincoln Financial Advisors Corp — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation