Beyond Benefits Life Science Association Trust Plan — Form 5500 plan (Biocom)
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, Beyond Benefits Life Science Association Trust Plan is a benefit plan reported by Biocom under EIN 80-0928329 and plan number 501. The latest loaded filing year is 2023. The filing reports 21,106 participants and $68,022,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Biocom
- EIN
- 80-0928329
- Plan number
- 501
- Plan type
- 3
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 21,106
- End-of-year plan assets
- $68,022,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,106 | H, C | 20241016185504NAL0062151554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,022,512
- Total liabilities (EOY)
- $25,571,058
- Net assets (EOY)
- $42,451,454
- Net assets (BOY)
- $33,552,928
Income & contributions
- Employer contributions
- $306,134,572
- Participant contributions
- $4,212,732
- Total contributions
- $310,347,304
- Total income / additions
- $313,996,746
Expenses & distributions
- Benefits paid
- $287,213,045
- Administrative expenses
- $17,885,175
- Total expenses
- $305,098,220
- Net increase / (decrease)
- $8,898,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marsh & Mclennan Agency LLC | NONE | $17,556,789 | $1,439,738 | 2023 |
| Igoe & Company Incorporated | NONE | $147,928 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $69,314 | $0 | 2023 |
| The Wagner Law Group | NONE | $45,589 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $37,413 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Biocom
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Igoe & Company Incorporated — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation