Merrill, WI Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Merrill, WI has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $346,550,941 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$325.2MSummed across loaded plans$325,150,433
Total reported assets$346.6M$346,550,941
Total reported participants5.2K5,192
Total reported liabilities$21.4M$21,400,508

Reported net position

Reported assets = net assets + liabilities (summed)$346.6M total assets
Net assets$325.2MLiabilities$21.4M
Contributions & income
Employer contributions$24.8M
Participant contributions$10.5M
Total income / additions$79.2M
Expenses & distributions
Benefits paid / distributions$29.2M
Total expenses$29.8M
Net increase / (decrease)$49.4M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation4 / 10 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Merrill, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Merrill, WI
PlanSponsorReported assets (EOY)Year
Church Mutual Salary Savings Plan And Trust (401(K) Plan)Church Mutual Insurance Company, S.I.$170,600,8782023
Church Mutual Insurance Company Cash Balance PlanChurch Mutual Insurance Company, S.I.$118,378,4362023
Weinbrenner Shoe Company, Inc. Employee Stock Ownership PlanWeinbrenner Shoe Company, Inc.$40,362,3362023
Agra Construction Co. 401(K) PlanAgra Construction Co.$7,175,8712023
Weinbrenner Shoe Company Savings Plan For Collectively Bargained EmployeesWeinbrenner Shoe Company Inc$6,702,7162023
Silverman Chiropractic Health Center, S.C. 401(K) PlanSilverman Chiropractic Health Center, S.C.$1,819,0262023
Millworx Acquisitions, Inc. 401(K) Profit Sharing PlanMillworx Acquisitions, Inc.$1,511,6782023
Weinbrenner Shoe Company, Inc. Salaried And Office Hourly Group Insurance PlanWeinbrenner Shoe Company, Inc.not reported in the loaded dataset2023
Church Mutual Master Welfare Benefit PlanChurch Mutual Insurance Company, S.I.not reported in the loaded dataset2023
Lincoln Wood Products Inc. Health Insurance And Dental PlanLincoln Wood Products, Inc.not reported in the loaded dataset2023

Related Form 5500 pages