Logo

LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 401k Plan overview

Plan NameLIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN
Plan identification number 002

LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESO has sponsored the creation of one or more 401k plans.

Company Name:UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESO
Employer identification number (EIN):363584029
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PETER FARSTAD PETER FARSTAD2018-07-30
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01PETER FARSTAD
0022012-01-01PETER FARSTAD
0022011-01-01PETER FARSTAD
0022009-01-01PETER FARSTAD PETER FARSTAD2010-07-27
0022009-01-01PETER D FARSTAD PETER D FARSTAD2010-07-28

Plan Statistics for LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN

401k plan membership statisitcs for LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN

Measure Date Value
2022: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01258
Total number of active participants reported on line 7a of the Form 55002022-01-01238
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01309
Number of participants with account balances2022-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01240
Number of participants with account balances2021-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01226
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01231
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01229
Number of participants with account balances2019-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01207
Total number of active participants reported on line 7a of the Form 55002018-01-01161
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01213
Number of participants with account balances2018-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01199
Total participants2015-01-01199
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01175
Total participants2014-01-01175
Number of participants with account balances2014-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01179
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01159
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01157
Number of participants with account balances2011-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01157
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN

Measure Date Value
2022 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,876
Total income from all sources (including contributions)2022-12-31$-2,094,179
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,313,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,306,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,273,385
Value of total assets at end of year2022-12-31$34,260,793
Value of total assets at beginning of year2022-12-31$38,674,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,711
Total interest from all sources2022-12-31$16,271
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,711
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,780,241
Participant contributions at end of year2022-12-31$259,624
Participant contributions at beginning of year2022-12-31$290,853
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,132,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,876
Other income not declared elsewhere2022-12-31$-95,413
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,407,895
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,260,793
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,668,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$30,782,397
Value of interest in pooled separate accounts at beginning of year2022-12-31$35,438,157
Interest on participant loans2022-12-31$16,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,206,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,933,967
Net investment gain/loss from pooled separate accounts2022-12-31$-6,288,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,360,814
Employer contributions (assets) at end of year2022-12-31$11,774
Employer contributions (assets) at beginning of year2022-12-31$11,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,306,005
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2022-12-31411687782
2021 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,366,739
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,100,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,093,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,662,834
Value of total assets at end of year2021-12-31$38,674,564
Value of total assets at beginning of year2021-12-31$35,402,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,639
Total interest from all sources2021-12-31$20,107
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$6,639
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,428,051
Participant contributions at end of year2021-12-31$290,853
Participant contributions at beginning of year2021-12-31$384,546
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$82,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,876
Other income not declared elsewhere2021-12-31$95,231
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,266,629
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,668,688
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,402,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$35,438,157
Value of interest in pooled separate accounts at beginning of year2021-12-31$32,648,129
Interest on participant loans2021-12-31$20,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,933,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,364,926
Net investment gain/loss from pooled separate accounts2021-12-31$3,588,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,152,022
Employer contributions (assets) at end of year2021-12-31$11,587
Employer contributions (assets) at beginning of year2021-12-31$4,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,093,471
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2021-12-31411687782
2020 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$85
Total income from all sources (including contributions)2020-12-31$7,266,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,391,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,384,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,394,178
Value of total assets at end of year2020-12-31$35,402,059
Value of total assets at beginning of year2020-12-31$29,526,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,674
Total interest from all sources2020-12-31$18,809
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$6,674
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,240,297
Participant contributions at end of year2020-12-31$384,546
Participant contributions at beginning of year2020-12-31$264,020
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$101,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$85
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,875,629
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,402,059
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,526,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$32,648,129
Value of interest in pooled separate accounts at beginning of year2020-12-31$28,121,674
Interest on participant loans2020-12-31$18,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,364,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,134,580
Net investment gain/loss from pooled separate accounts2020-12-31$4,853,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,051,912
Employer contributions (assets) at end of year2020-12-31$4,458
Employer contributions (assets) at beginning of year2020-12-31$6,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,384,596
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2020-12-31411687782
2019 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$85
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,905
Total income from all sources (including contributions)2019-12-31$7,061,456
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,457,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,451,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,069,353
Value of total assets at end of year2019-12-31$29,526,515
Value of total assets at beginning of year2019-12-31$23,927,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,408
Total interest from all sources2019-12-31$11,986
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$5,408
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,089,828
Participant contributions at end of year2019-12-31$264,020
Participant contributions at beginning of year2019-12-31$222,711
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$86,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$85
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,905
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,604,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,526,430
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,922,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$28,121,674
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,585,872
Interest on participant loans2019-12-31$11,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,134,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,119,392
Net investment gain/loss from pooled separate accounts2019-12-31$4,980,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$893,158
Employer contributions (assets) at end of year2019-12-31$6,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,451,688
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2019-12-31411687782
2018 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$496,629
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$703,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$698,082
Value of total corrective distributions2018-12-31$224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,041,839
Value of total assets at end of year2018-12-31$23,927,975
Value of total assets at beginning of year2018-12-31$24,129,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,289
Total interest from all sources2018-12-31$24,200
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,289
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$979,819
Participant contributions at end of year2018-12-31$222,711
Participant contributions at beginning of year2018-12-31$311,955
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$170,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,905
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-206,966
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,922,070
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,129,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$22,585,872
Value of interest in pooled separate accounts at beginning of year2018-12-31$23,170,791
Interest on participant loans2018-12-31$11,977
Interest earned on other investments2018-12-31$12,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,119,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$646,290
Net investment gain/loss from pooled separate accounts2018-12-31$-1,569,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$891,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$698,082
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2018-12-31411687782
2017 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,690,090
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,660,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,658,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,824,733
Value of total assets at end of year2017-12-31$24,129,036
Value of total assets at beginning of year2017-12-31$20,099,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,925
Total interest from all sources2017-12-31$24,609
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,925
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$934,718
Participant contributions at end of year2017-12-31$311,955
Participant contributions at beginning of year2017-12-31$339,475
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,217
Other income not declared elsewhere2017-12-31$25,431
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,029,339
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,129,036
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,099,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$23,170,791
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,183,918
Interest on participant loans2017-12-31$17,122
Interest earned on other investments2017-12-31$7,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$646,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$576,304
Net investment gain/loss from pooled separate accounts2017-12-31$3,815,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$832,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,658,826
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2017-12-31411687782
2016 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,221,631
Total of all expenses incurred2016-12-31$1,495,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,484,920
Value of total corrective distributions2016-12-31$1,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,757,191
Value of total assets at end of year2016-12-31$20,099,697
Value of total assets at beginning of year2016-12-31$18,373,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,139
Total interest from all sources2016-12-31$25,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$9,139
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$859,974
Participant contributions at end of year2016-12-31$339,475
Participant contributions at beginning of year2016-12-31$420,088
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$141,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,726,070
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,099,697
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,373,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$19,183,918
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,533,584
Interest on participant loans2016-12-31$16,649
Interest earned on other investments2016-12-31$8,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$576,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$419,955
Net investment gain/loss from pooled separate accounts2016-12-31$1,439,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$755,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,484,920
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2016-12-31411687782
2015 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,145,008
Total of all expenses incurred2015-12-31$1,459,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,458,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,502,541
Value of total assets at end of year2015-12-31$18,373,627
Value of total assets at beginning of year2015-12-31$18,688,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,331
Total interest from all sources2015-12-31$23,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,331
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$802,309
Participant contributions at end of year2015-12-31$420,088
Participant contributions at beginning of year2015-12-31$431,496
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-314,534
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,373,627
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,688,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$17,533,584
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,699,468
Interest on participant loans2015-12-31$16,090
Interest earned on other investments2015-12-31$7,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$419,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$557,197
Net investment gain/loss from pooled separate accounts2015-12-31$-381,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$670,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,458,211
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2015-12-31411687782
2014 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,887
Total income from all sources (including contributions)2014-12-31$2,608,177
Total of all expenses incurred2014-12-31$824,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$823,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,583,062
Value of total assets at end of year2014-12-31$18,688,161
Value of total assets at beginning of year2014-12-31$16,918,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,438
Total interest from all sources2014-12-31$23,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,438
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$792,917
Participant contributions at end of year2014-12-31$431,496
Participant contributions at beginning of year2014-12-31$278,242
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,783,472
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,688,161
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,904,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$17,699,468
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,135,675
Interest on participant loans2014-12-31$14,649
Interest earned on other investments2014-12-31$8,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$557,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$501,664
Net investment gain/loss from pooled separate accounts2014-12-31$1,001,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$745,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$823,267
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2014-12-31411687782
2013 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,596
Total income from all sources (including contributions)2013-12-31$4,208,294
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$786,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$785,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,521,006
Value of total assets at end of year2013-12-31$16,918,576
Value of total assets at beginning of year2013-12-31$13,485,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,334
Total interest from all sources2013-12-31$22,811
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,334
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$741,029
Participant contributions at end of year2013-12-31$278,242
Participant contributions at beginning of year2013-12-31$302,489
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$113,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,421,480
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,904,689
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,483,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$16,135,675
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,586,505
Interest on participant loans2013-12-31$14,277
Interest earned on other investments2013-12-31$8,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$501,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$596,307
Net investment gain/loss from pooled separate accounts2013-12-31$2,664,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$666,547
Employer contributions (assets) at beginning of year2013-12-31$504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$785,480
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THORESEN DIABY HELLE CONDON DODGE
Accountancy firm EIN2013-12-31411687782
2012 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,659
Total income from all sources (including contributions)2012-12-31$3,173,435
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,314,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,274,695
Expenses. Certain deemed distributions of participant loans2012-12-31$30,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,623,316
Value of total assets at end of year2012-12-31$13,485,805
Value of total assets at beginning of year2012-12-31$11,646,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,116
Total interest from all sources2012-12-31$22,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,116
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$726,964
Participant contributions at end of year2012-12-31$302,489
Participant contributions at beginning of year2012-12-31$304,252
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$96,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,659
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,858,813
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,483,209
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,624,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$12,586,505
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,762,549
Interest on participant loans2012-12-31$11,090
Interest earned on other investments2012-12-31$11,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$596,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$579,254
Net investment gain/loss from pooled separate accounts2012-12-31$1,527,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$799,731
Employer contributions (assets) at end of year2012-12-31$504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,274,695
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRUNBERG BLATT AND COMPANY, INC.
Accountancy firm EIN2012-12-31411687782
2011 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,970
Total income from all sources (including contributions)2011-12-31$1,427,968
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$595,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$581,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,631,717
Value of total assets at end of year2011-12-31$11,646,055
Value of total assets at beginning of year2011-12-31$10,821,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,208
Total interest from all sources2011-12-31$22,855
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,208
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$732,514
Participant contributions at end of year2011-12-31$304,252
Participant contributions at beginning of year2011-12-31$223,212
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$28,970
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$3,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$832,055
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,624,396
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,792,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$10,762,549
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,344,347
Interest on participant loans2011-12-31$11,285
Interest earned on other investments2011-12-31$11,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$579,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$250,348
Net investment gain/loss from pooled separate accounts2011-12-31$-226,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$806,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$581,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRUNBERG BLATT AND COMPANY, INC.
Accountancy firm EIN2011-12-31411687782
2010 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,869
Total income from all sources (including contributions)2010-12-31$2,784,303
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$698,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$697,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,448,189
Value of total assets at end of year2010-12-31$10,821,311
Value of total assets at beginning of year2010-12-31$8,714,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,085
Total interest from all sources2010-12-31$7,049
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$65,554
Administrative expenses professional fees incurred2010-12-31$1,085
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$685,834
Participant contributions at end of year2010-12-31$223,212
Participant contributions at beginning of year2010-12-31$102,898
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$28,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,869
Total non interest bearing cash at end of year2010-12-31$3,404
Total non interest bearing cash at beginning of year2010-12-31$560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,086,170
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,792,341
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,706,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,610,582
Value of interest in pooled separate accounts at end of year2010-12-31$10,344,347
Interest on participant loans2010-12-31$6,756
Interest earned on other investments2010-12-31$293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$250,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,139,962
Net investment gain/loss from pooled separate accounts2010-12-31$123,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$756,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$697,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRUNBERG BLATT AND COMPANY, INC.
Accountancy firm EIN2010-12-31411687782
2009 : LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN

2022: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341847-000
Policy instance 1
Insurance contract or identification number341847-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $85,980
Total amount of fees paid to insurance companyUSD $10,252
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,392
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341847-000
Policy instance 1
Insurance contract or identification number341847-000
Number of Individuals Covered274
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $92,737
Total amount of fees paid to insurance companyUSD $11,225
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,095
Insurance broker organization code?3
Amount paid for insurance broker fees11225
Additional information about fees paid to insurance brokerTPA REFERRAL/COMPENSATION
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341847-000
Policy instance 1
Insurance contract or identification number341847-000
Number of Individuals Covered256
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $73,775
Total amount of fees paid to insurance companyUSD $12,127
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,510
Insurance broker organization code?3
Amount paid for insurance broker fees12127
Additional information about fees paid to insurance brokerTPA REFERRAL/COMPENSATION
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341847-000
Policy instance 1
Insurance contract or identification number341847-000
Number of Individuals Covered229
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $67,068
Total amount of fees paid to insurance companyUSD $13,522
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,827
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA REFERRAL/COMPENSATION
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341847-000
Policy instance 1
Insurance contract or identification number341847-000
Number of Individuals Covered213
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $61,792
Total amount of fees paid to insurance companyUSD $12,389
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,717
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA REFERRAL/COMPENSATION
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341847-000
Policy instance 1
Insurance contract or identification number341847-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,212,354
Total amount of fees paid to insurance companyUSD $10,941
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,797
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameTAX SHELTERED COMPENSATION INC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1