Plan5500

Lifestream 403(B) Plan — Form 5500 plan (Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream)

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, Lifestream 403(B) Plan is a benefit plan reported by Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream under EIN 95-1708743 and plan number 003. The latest loaded filing year is 2023. The filing reports 560 participants and $20,481,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream
EIN
95-1708743
Plan number
003
Plan type
2
Location
San Bernardino, CA
Latest filing year
2023
Participants
560
End-of-year plan assets
$20,481,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023560H, C20241011113518NAL0012431299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,481,596
Total liabilities (EOY)
$0
Net assets (EOY)
$20,481,596
Net assets (BOY)
$17,712,889

Income & contributions

Employer contributions
$665,334
Participant contributions
$1,575,383
Total contributions
$2,317,413
Total income / additions
$5,032,019

Expenses & distributions

Benefits paid
$2,168,783
Administrative expenses
$94,529
Total expenses
$2,263,312
Net increase / (decrease)
$2,768,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupFINANCIAL SERVICES$94,529$3,9882023
Independent Financial Group, LLCINVESTMENT ADVISOR$8,984$5,5682023
The Ryding CompanyTHIRD PARTY ADMINISTRATO$0$9,0772023

Related Form 5500 pages