2023 Form 5500 filing — Lovelace Biomedical Research Institute Tda And Dc Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723093309NAL0006480243005) for Lovelace Biomedical Research Institute Tda And Dc Plan, reported by Lovelace Biomedical Research Institute under EIN 85-0110669 and plan number 001. It reports 1,088 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$111MReported net assets$111,015,324
Participants1.1K1,088
Provider compensation$110.2K3 Schedule C row(s)$110,195
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240723093309NAL0006480243005
- Plan sponsor
- Lovelace Biomedical Research Institute
- EIN
- 85-0110669
- Plan number
- 001
- Location
- Albuquerque, NM
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$111M total assets
Net assets$111MLiabilities—
Full reported line items
- Total assets (EOY)
- $111,015,324
- Net assets (EOY)
- $111,015,324
- Employer contributions
- $2,280,615
- Participant contributions
- $1,793,535
- Total income / additions
- $18,691,720
- Benefits paid
- $6,970,670
- Administrative expenses
- $110,984
- Total expenses
- $7,088,009
- Net increase / (decrease)
- $11,603,711
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | N/A | $56,529 | not reported in the loaded dataset |
| Teachers Insurance And Annuity Asso | N/A | $35,279 | $0 |
| Moss Adams Llp | N/A | $18,387 | not reported in the loaded dataset |