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Form 5500 · Retirement plan · CHATTANOOGA, TN

BLOOD ASSURANCE, INC.

The filing calls this plan BLOOD ASSURANCE, INC. 401(K) PLAN.

BLOOD ASSURANCE, INC. of CHATTANOOGA, TN's retirement plan holds 1 insurance-company contract (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)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0842419 · plan 002 · plan year 2025, filed Sep 3, 2026

Participants at the start of the year
225
Contracts on file
1
Contract value
$22,828
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA LIFE INSURANCE COMPANY.

The contracts held $22,828 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

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
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC127December$22,828$0

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
BLOOD ASSURANCE, INC.
EIN 62-0842419
PROACCOUNT
INVESTMENT ADVISORY · EIN 73-0988442
$10,852
paid directly by the plan
CAMBRIDGE INVESTMENT RESEARCH ADVIS
INVESTMENT ADVISORY · EIN 39-1897480
$10,467
paid directly by the plan
TRANSAMERICA RETIREMENT SOLUTIONS,
Recordkeeping and information management · EIN 13-3689044
$7,218
paid directly by the plan
CAMBRIDGE INVESTMENT RESEARCH
INVESTMENT ADVISORY · EIN 42-1445429
$0
paid directly by the plan
ERISA SERVICES, INC
Plan administrator · EIN 62-1200951
$1,023
paid directly by the plan
IRON FINANCIAL
INV ADV PART · EIN 99-9552241
$1,535
paid directly by the plan
ERISA SERVICES, INC
Recordkeeping and information management · EIN 62-1200951
$684
paid directly by the plan
NATIONWIDE LIFE INSURANCE COMPANY
OTHER FEES · EIN 31-4156830
$384
paid directly by the plan
RPA FINANCIAL LLC
INVESTMENT ADVISORY · EIN 83-1143379
$2,093
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: 358 employees, 15 recordable cases, 142 days away from work.

EmployeesThe company's own average for the year
358
Hours worked
629,626
Recordable cases
15
Days away from work
142

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$9,164,365
Paid out in benefits
$529,583
Participants at the start of the year
225
Participants with account balances
127

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

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS,
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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