Back to filter
Original filing (PDF)20240717120107NAL0004332177001
SERAN BIOSCIENCE, LLC
Form 5500
FILING_RECEIVED
SERAN BIOSCIENCE, LLC DENTAL, VISION, LTD, STD, LIFE, AD&D PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
188
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERAN BIOSCIENCE, LLC.
Plan sponsor
Name
SERAN BIOSCIENCE, LLC
EIN
81-1752632
Address
63047 LAYTON AVE · BEND, OR · 97701
Phone
(541) 237-8501
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-17
Welfare benefit codes
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Manufacturing plans
CORE ACCESS SURGICAL TECHNOLOGIES, INC.
DOME MEDICAL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
$0
PIEDMONT ANIMAL HEALTH, INC.
PIEDMONT ANIMAL HEALTH, INC. 401(K) RETIREMENT PLAN
$0
IONGEN PHARMACEUTICALS CO., LIMITED
IONGEN PHARMACEUTICALS CO., LIMITED 401K PLAN
$0
ALAMEDA THRIFTY PHARMACY
ALAMEDA THRIFTY PHARMACY RETIREMENT PLAN
$0
4M PHARMACEUTICALS, LLC
4M PHARMACEUTICALS 401(K) PLAN
$0
BRYTEMAP, INC.
BRYTEMAP 401(K) PROFIT SHARING PLAN
$0
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B