Blood Assurance, Inc. 401(K) Plan — Form 5500 plan (Blood Assurance, Inc.)
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, Blood Assurance, Inc. 401(K) Plan is a benefit plan reported by Blood Assurance, Inc. under EIN 62-0842419 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $7,463,172 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.5MPlan net assets, end of year$7,463,172
Participants239Covered participants reported
Assets / participant$31.2KComputed: assets ÷ participants$31,227 (computed)
Provider compensation$80.8K3 Schedule C provider row(s)$80,803
- Plan sponsor
- Blood Assurance, Inc.
- EIN
- 62-0842419
- Plan number
- 002
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240729085743NAL0012352803001 |
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,463,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,463,172
- Net assets (BOY)
- $6,299,506
Income & contributions
- Employer contributions
- $258,614
- Participant contributions
- $440,055
- Total contributions
- $698,669
- Total income / additions
- $1,860,582
Expenses & distributions
- Benefits paid
- $674,631
- Administrative expenses
- $22,285
- Total expenses
- $696,916
- Net increase / (decrease)
- $1,163,666
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $59,490 | $9,514 | 2023 |
| Iron-Co-Fid-Traditional | INV. ADVISORY | $6,839 | not reported in the loaded dataset | 2023 |
| Ppa/Tpa Marly Stone | INV ADV PART | $1,600 | $3,360 | 2023 |