Who sponsors the Lovelace Biomedical Research Institute Tda And Dc Plan?

Lovelace Biomedical Research Institute Tda And Dc Plan is reported as sponsored by Lovelace Biomedical Research Institute (EIN 85-0110669, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Lovelace Biomedical Research Institute Tda And Dc Plan?

The latest Form 5500 filing year loaded for Lovelace Biomedical Research Institute Tda And Dc Plan is 2023.

How many participants does Lovelace Biomedical Research Institute Tda And Dc Plan report?

Lovelace Biomedical Research Institute Tda And Dc Plan reports 1,088 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Lovelace Biomedical Research Institute Tda And Dc Plan?

Lovelace Biomedical Research Institute Tda And Dc Plan reports $111,015,324 in end-of-year plan assets in its latest loaded Form 5500 filing.

Lovelace Biomedical Research Institute Tda And Dc Plan — Form 5500 plan (Lovelace Biomedical Research Institute)

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, Lovelace Biomedical Research Institute Tda And Dc Plan is a benefit plan reported by Lovelace Biomedical Research Institute under EIN 85-0110669 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,088 participants and $111,015,324 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$111MPlan net assets, end of year$111,015,324

Participants1.1KCovered participants reported1,088

Assets / participant$102KComputed: assets ÷ participants$102,036 (computed)

Provider compensation$110.2K3 Schedule C provider row(s)$110,195

Plan sponsor: Lovelace Biomedical Research Institute
EIN: 85-0110669
Plan number: 001
Plan type: 2
Location: Albuquerque, NM
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,088	H, C	20240723093309NAL0006480243005

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$111M total assets

Net assets$111MLiabilities—

Money in vs. money out

Total income / additions$18.7M

Total expenses$7.1M

Benefits paid / distributions$7M

Contributions

Employer$2.3M

Participant$1.8M

Full reported line items

Net assets

Total assets (EOY): $111,015,324
Net assets (EOY): $111,015,324
Net assets (BOY): $99,411,613

Income & contributions

Employer contributions: $2,280,615
Participant contributions: $1,793,535
Total contributions: $5,513,790
Total income / additions: $18,691,720

Expenses & distributions

Benefits paid: $6,970,670
Administrative expenses: $110,984
Total expenses: $7,088,009
Net increase / (decrease): $11,603,711

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

56%44%

Employer 56%Participant 44%

Total expenses ÷ net assets6%Computed ratio

Benefits paid ÷ total income37%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Global Retirement Partners, LLC	N/A	$56,529	not reported in the loaded dataset	2023
Teachers Insurance And Annuity Asso	N/A	$35,279	$0	2023
Moss Adams Llp	N/A	$18,387	not reported in the loaded dataset	2023