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Form 5500 · Retirement plan · MADISON HEIGHTS, MI

BIO-SERV CORPORATION

The filing calls this plan BIO-SERV CORPORATION EMPLOYEES RETIREMENT SAVINGS PLAN.

BIO-SERV CORPORATION of MADISON HEIGHTS, MI's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-1643006 · plan 002 · plan year 2024, filed Oct 9, 2025

Participants at the start of the year
333
Contracts on file
2
Contract value
$10,658,593
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $10,658,593 at the end of the plan year, as reported on Schedule A.

$11,978 in agent commissions is disclosed across the contracts; MORGAN STANLEY is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC326December$7,203,085$6,350
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC326December$3,455,508$5,628

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BIO-SERV CORPORATION
EIN 38-1643006
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$93,004
paid directly by the plan
MORGAN STANLEY
OTHER SERVICES · EIN 26-4310632
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 246 employees, 3 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
246
Hours worked
518,127
Recordable cases
3
Days away from work
0
Establishments filed under this EIN
8

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$35,466,327
Paid out in benefits
$3,881,819
Participants at the start of the year
333
Participants with account balances
323

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 38-2527196
GROEN, KLUKA, AND COMPANY
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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