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Original filing (PDF)20250731072910NAL0002895683001
ORIGENE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ORIGENE TECHNOLOGIES, INC. GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~7200 bps in Sched C feesNo recordkeeper disclosed
Active participants
107
Accounts w/ balance
—
Plan assets (EOY)
$225K
Net assets (EOY)
$107K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interest-Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking" is 100% of plan.
- 7200 bps in Schedule C fees — 4457% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORIGENE TECHNOLOGIES, INC..
Plan sponsor
Name
ORIGENE TECHNOLOGIES, INC.
EIN
65-0626270
Address
9620 MEDICAL CENTER DR STE 200 · ROCKVILLE, MD · 20850
Phone
(240) 620-0249
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
EMC CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP | 54-0654623 | — | BROKER | $64K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREFIRST ADMINISTRATORS | 52-1358219 | BALTIMORE, MD | ADMIN | $68K | — |
| CONNECTCARE3, LLC | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
Investments
1 direct security· $225K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking | — | — | $225K | $225K | 100.0% |
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