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BLOOD SYSTEMS, INC. 403(B) PLAN 401k Plan overview

Plan NameBLOOD SYSTEMS, INC. 403(B) PLAN
Plan identification number 003

BLOOD SYSTEMS, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

VITALANT has sponsored the creation of one or more 401k plans.

Company Name:VITALANT
Employer identification number (EIN):860098929
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLOOD SYSTEMS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01RAE LYNN SPEARS
0032012-01-01RAE LYNN SPEARS
0032011-01-01RAE LYNN SPEARS
0032009-01-01RAE LYNN SPEARS
0032009-01-01RAE LYNN SPEARS
0032008-01-01RAE LYNN M. SPEARS
0032007-01-01RAE LYNN M. SPEARS
0032006-01-01RAE LYNN M. SPEARS
0032005-01-01RAE LYNN M. SPEARS
0032004-01-01RAE LYNN SPEARS
0032003-01-01RAE LYNN M. SPEARS

Plan Statistics for BLOOD SYSTEMS, INC. 403(B) PLAN

401k plan membership statisitcs for BLOOD SYSTEMS, INC. 403(B) PLAN

Measure Date Value
2013: BLOOD SYSTEMS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,480
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BLOOD SYSTEMS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,788
Total number of active participants reported on line 7a of the Form 55002012-01-012,473
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-012,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,480
Number of participants with account balances2012-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BLOOD SYSTEMS, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,952
Total number of active participants reported on line 7a of the Form 55002011-01-012,783
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-012,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,788
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BLOOD SYSTEMS, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-013,249
2008: BLOOD SYSTEMS, INC. 403(B) PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: BLOOD SYSTEMS, INC. 403(B) PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: BLOOD SYSTEMS, INC. 403(B) PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: BLOOD SYSTEMS, INC. 403(B) PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: BLOOD SYSTEMS, INC. 403(B) PLAN 2004 401k membership
Total of all active and inactive participants2004-01-010
Total participants2004-01-010
2003: BLOOD SYSTEMS, INC. 403(B) PLAN 2003 401k membership
Total of all active and inactive participants2003-01-010
Total participants2003-01-010

Financial Data on BLOOD SYSTEMS, INC. 403(B) PLAN

Measure Date Value
2013 : BLOOD SYSTEMS, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-08-22$295,358
Total of all expenses incurred2013-08-22$2,984,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-22$2,981,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-22$48,551
Value of total assets at end of year2013-08-22$0
Value of total assets at beginning of year2013-08-22$2,689,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-22$3,230
Total dividends received (eg from common stock, registered investment company shares)2013-08-22$11,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-22Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-08-22$0
Total dividends received from registered investment company shares (eg mutual funds)2013-08-22$11,622
Was this plan covered by a fidelity bond2013-08-22Yes
Value of fidelity bond cover2013-08-22$5,000,000
If this is an individual account plan, was there a blackout period2013-08-22No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-22$0
Were there any nonexempt tranactions with any party-in-interest2013-08-22No
Contributions received from participants2013-08-22$48,551
Administrative expenses (other) incurred2013-08-22$3,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-22No
Value of net income/loss2013-08-22$-2,689,260
Value of net assets at end of year (total assets less liabilities)2013-08-22$0
Value of net assets at beginning of year (total assets less liabilities)2013-08-22$2,689,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-22No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-22No
Were any leases to which the plan was party in default or uncollectible2013-08-22No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-22$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-22$2,688,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-22$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-22$391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-22$391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-22$235,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-22No
Was there a failure to transmit to the plan any participant contributions2013-08-22No
Has the plan failed to provide any benefit when due under the plan2013-08-22No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-22$2,981,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-22No
Did the plan have assets held for investment2013-08-22No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-22Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-22Yes
Opinion of an independent qualified public accountant for this plan2013-08-22Disclaimer
Accountancy firm name2013-08-22GRANT THORNTON LLP
Accountancy firm EIN2013-08-22366055558
2012 : BLOOD SYSTEMS, INC. 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$263,777
Total income from all sources (including contributions)2012-12-31$498,726
Total of all expenses incurred2012-12-31$419,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$415,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$177,945
Value of total assets at end of year2012-12-31$2,689,260
Value of total assets at beginning of year2012-12-31$2,346,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,131
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$67,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$67,369
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$176,714
Administrative expenses (other) incurred2012-12-31$4,131
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$79,276
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,689,260
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,346,207
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,688,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,346,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$253,412
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$1,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$415,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : BLOOD SYSTEMS, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$350,867
Total of all expenses incurred2011-12-31$384,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$384,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$360,615
Value of total assets at end of year2011-12-31$2,346,207
Value of total assets at beginning of year2011-12-31$2,380,305
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$38,009
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$360,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-34,098
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,346,207
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,380,305
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,346,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,380,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-47,757
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$384,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : BLOOD SYSTEMS, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$616,708
Total of all expenses incurred2010-12-31$95,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$95,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$351,669
Value of total assets at end of year2010-12-31$2,380,305
Value of total assets at beginning of year2010-12-31$1,859,212
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,784
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$43,784
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$351,669
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$521,093
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,380,305
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,859,212
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 end of year2010-12-31$2,380,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,859,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$221,255
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$95,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : BLOOD SYSTEMS, INC. 403(B) 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 BLOOD SYSTEMS, INC. 403(B) PLAN

2013: BLOOD SYSTEMS, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLOOD SYSTEMS, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLOOD SYSTEMS, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BLOOD SYSTEMS, INC. 403(B) 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
2008: BLOOD SYSTEMS, INC. 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: BLOOD SYSTEMS, INC. 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: BLOOD SYSTEMS, INC. 403(B) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: BLOOD SYSTEMS, INC. 403(B) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: BLOOD SYSTEMS, INC. 403(B) PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: BLOOD SYSTEMS, INC. 403(B) PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01First time form 5500 has been submittedYes
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo

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