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Original filing (PDF)20251008160732NAL0010132832001
INSTRUMENTATION LABORATORY
Form 5500
FILING_RECEIVED
INSTRUMENTATION LABORATORY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
40% in single holding~139 bps in Sched C fees
Active participants
90
Accounts w/ balance
—
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "[DFE: BNYM INSIGHT DB NSL HIGH QUALITY CORPORATE BOND FUND OF THE BANK OF NEW YORK MELLON (extraction pending)]" is 40% of plan.
- 139 bps in Schedule C fees — 378% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTRUMENTATION LABORATORY.
Plan sponsor
Name
INSTRUMENTATION LABORATORY
EIN
02-0448199
Address
180 HARTWELL ROAD · BEDFORD, MA · 01730
Phone
(781) 861-4527
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
ARDITO, TOSCANO & MCCOLLUM, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $100K | — |
| AGILIS PARTNERS LLC | 04-3513306 | — | NONE | $57K | — |
| ARDITO, TOSCANO & MCCOLLUM, PC | 04-2774968 | — | NONE | $39K | — |
Investments
5 pooled funds· $14.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM INSIGHT DB NSL HQ CORP. BOND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 267 | Common Collective Trust | — | — | $5.7M | 40.2% | |
| BNYM MELLON DB SL INTERM. GOV'T BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 061 | Common Collective Trust | — | — | $4.9M | 34.9% | |
| BNYM MELLON DB NSL LT CREDIT BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 313 | Common Collective Trust | — | — | $2.0M | 14.1% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $997K | 7.1% | |
| BNYM DB SL LGUS T-STRIPS INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 336 | Common Collective Trust | — | — | $538K | 3.8% |
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