Biomed Realty 401(K) Retirement Savings Plan — Form 5500 plan (Biomed Realty, L.P.)

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, Biomed Realty 401(K) Retirement Savings Plan is a benefit plan reported by Biomed Realty, L.P. under EIN 20-1320636 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $42,679,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Biomed Realty, L.P.
EIN
20-1320636
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
370
End-of-year plan assets
$42,679,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023370H, C20241011180952NAL0045420626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,679,661
Total liabilities (EOY)
$0
Net assets (EOY)
$42,679,661
Net assets (BOY)
$33,777,319

Income & contributions

Employer contributions
$2,492,374
Participant contributions
$3,902,093
Total contributions
$7,659,675
Total income / additions
$14,299,784

Expenses & distributions

Benefits paid
$5,264,707
Administrative expenses
$128,436
Total expenses
$5,397,442
Net increase / (decrease)
$8,902,342

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$128,435$02023
401(K) Advisors IncINVESTMENT ADVISORY$0$86,9022023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages