2023 Form 5500 filing — Retirement Plan For Salaried Employees Of Mersen Usa
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 20241001144217NAL0007308353001) for Retirement Plan For Salaried Employees Of Mersen Usa, reported by Mersen Usa Holding Corp. under EIN 22-0807643 and plan number 004. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$50.1MReported net assets$50,062,122
Participants553
Provider compensation$184.5K3 Schedule C row(s)$184,507
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001144217NAL0007308353001
- Plan sponsor
- Mersen Usa Holding Corp.
- EIN
- 22-0807643
- Plan number
- 004
- Location
- Boonton, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$50.1M total assets
Net assets$50.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $50,062,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,062,122
- Employer contributions
- $879,439
- Total income / additions
- $6,634,494
- Benefits paid
- $3,073,387
- Administrative expenses
- $598,151
- Total expenses
- $3,671,538
- Net increase / (decrease)
- $2,962,956
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $142,699 | $0 |
| Morgan Stanley Global Banking Ops | RETAINED BY CLIENT | $33,355 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | RETAINED BY CLIENT | $8,453 | not reported in the loaded dataset |