2023 Form 5500 filing — Lifestream 403(B) 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 20241011113518NAL0012431299001) for Lifestream 403(B) Plan, reported by Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream under EIN 95-1708743 and plan number 003. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113518NAL0012431299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream
- EIN
- 95-1708743
- Plan number
- 003
- Location
- San Bernardino, CA
- Participants
- 560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,481,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,481,596
- Employer contributions
- $665,334
- Participant contributions
- $1,575,383
- Total income / additions
- $5,032,019
- Benefits paid
- $2,168,783
- Administrative expenses
- $94,529
- Total expenses
- $2,263,312
- Net increase / (decrease)
- $2,768,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | FINANCIAL SERVICES | $94,529 | $3,988 |
| Independent Financial Group, LLC | INVESTMENT ADVISOR | $8,984 | $5,568 |
| The Ryding Company | THIRD PARTY ADMINISTRATO | $0 | $9,077 |