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Original filing (PDF)20251014130839NAL0005981122001
UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE
Form 5500
FILING_RECEIVED
LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
359
Plan assets (EOY)
$37.8M
Net assets (EOY)
$37.8M
How this plan invests
This plan
24 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE.
Plan sponsor
Name
UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE
EIN
36-3584029
Address
2225 WEST RIVER ROAD NORTH · MINNEAPOLIS, MN · 55411
Phone
(612) 800-6100
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THORESEN DIABY HELLE CONDON DODGE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION INC | 41-0955056 | MAPLE GROVE, MN | — | $5K | — |
Investments
3 direct securities · 24 pooled funds· $38.3M(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.
Pooled Separate Account
$36.1M
24 holdings
Uncategorized
$2.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $4.3M | 11.4% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $4.1M | 10.8% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $4.0M | 10.6% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $3.8M | 10.2% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $3.5M | 9.2% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $2.4M | 6.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $2.4M | 6.3% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $1.8M | 4.8% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $1.7M | 4.5% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $1.5M | 3.9% | |
| Transamerica Stable Value Beacon Option (1) | — | — | — | $1.4M | 3.8% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| JANUS HENDERSON ENTERPRISE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 881 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $873K | 2.3% | |
| LOOMIS SAYLES INVST GRADE BD RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $575K | 1.5% | |
| THORNBURG INTERNATIONAL EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 210 | Pooled Separate Account | — | — | $559K | 1.5% | |
| Transamerica Partners Stock Index (1) | — | — | — | $544K | 1.4% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $544K | 1.4% | |
| NEUBERGER BERMAN STRATGC INCOME RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 952 | Pooled Separate Account | — | — | $444K | 1.2% | |
| JPMORGAN U.S. SM COMP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 011 | Pooled Separate Account | — | — | $439K | 1.2% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $328K | 0.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $276K | 0.7% | |
| Participant Loans $50,000 maximum note; interest bearing - | — | — | — | $229K | 0.6% | |
| DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $105K | 0.3% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $105K | 0.3% | |
| NYLI MACKAY HIGH YD CORP BD RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 347 | Pooled Separate Account | — | — | $98K | 0.3% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 403 | Pooled Separate Account | — | — | $2K | <0.1% |
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