The Blood Center 403(B) Retirement Savings Plan — Form 5500 plan (The Blood Center)
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 Center 403(B) Retirement Savings Plan is a benefit plan reported by The Blood Center under EIN 72-0725401 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $5,617,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Blood Center
- EIN
- 72-0725401
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $5,617,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241008135444NAL0009752739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,617,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,617,858
- Net assets (BOY)
- $5,225,948
Income & contributions
- Employer contributions
- $228,200
- Participant contributions
- $408,865
- Total contributions
- $640,620
- Total income / additions
- $1,498,742
Expenses & distributions
- Benefits paid
- $1,066,666
- Administrative expenses
- $40,166
- Total expenses
- $1,106,832
- Net increase / (decrease)
- $391,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management LLC | RECORDKEEPER/BOOKKEEPER | $34,551 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,594 | $0 | 2023 |