Carter Bloodcare Employee'S Savings Plan — Form 5500 plan (Carter Bloodcare)
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, Carter Bloodcare Employee'S Savings Plan is a benefit plan reported by Carter Bloodcare under EIN 75-1035606 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,095 participants and $56,396,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carter Bloodcare
- EIN
- 75-1035606
- Plan number
- 001
- Plan type
- 2
- Location
- Bedford, TX
- Latest filing year
- 2023
- Participants
- 1,095
- End-of-year plan assets
- $56,396,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,095 | H, C | 20241007155038NAL0027883920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,396,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,396,987
- Net assets (BOY)
- $48,029,666
Income & contributions
- Employer contributions
- $2,045,097
- Participant contributions
- $3,431,044
- Total contributions
- $5,740,604
- Total income / additions
- $13,751,086
Expenses & distributions
- Benefits paid
- $5,198,639
- Administrative expenses
- $185,126
- Total expenses
- $5,383,765
- Net increase / (decrease)
- $8,367,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $185,126 | $955 | 2023 |
| Lockton Investment Advisors | INVESTMENT MANAGEMENT | $0 | $50,000 | 2023 |
| Whitley Penn Llp | ACCOUNTANT | $0 | $15,491 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carter Bloodcare
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Bedford, TX
- Principal Life Insurance Company — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation