2023 Form 5500 filing — Merck Retiree Medical Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001104949NAL0012147664001) for Merck Retiree Medical Plan, reported by Merck Sharp & Dohme LLC under EIN 22-1261880 and plan number 570. It reports 18,857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001104949NAL0012147664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merck Sharp & Dohme LLC
- EIN
- 22-1261880
- Plan number
- 570
- Location
- Rahway, NJ
- Participants
- 18,857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,934,996
- Total liabilities (EOY)
- $13,720,418
- Net assets (EOY)
- -$8,785,422
- Employer contributions
- $51,572,429
- Participant contributions
- $18,858,674
- Total income / additions
- $70,455,825
- Benefits paid
- $82,383,401
- Administrative expenses
- $1,295,040
- Total expenses
- $83,678,441
- Net increase / (decrease)
- -$13,222,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Bc/Bs Of Nj | CONTRACT ADMINISTRATOR | $1,212,677 | not reported in the loaded dataset |
| Express Scripts Inc. | CONTRACT ADMINISTRATOR | $86,434 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $30,164 | $0 |