2023 Form 5500 filing — Meridian Bioscience, Inc. Savings & Investment 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 20241009090944NAL0009058771001) for Meridian Bioscience, Inc. Savings & Investment Plan, reported by Meridian Bioscience, Inc. under EIN 31-0888197 and plan number 001. It reports 790 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)$82MReported net assets$82,034,960
Participants790
Provider compensation$16.1K2 Schedule C row(s)$16,055
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009090944NAL0009058771001
- Plan sponsor
- Meridian Bioscience, Inc.
- EIN
- 31-0888197
- Plan number
- 001
- Location
- Cincinnati, OH
- 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)$82M total assets
Net assets$82MLiabilities$0
Full reported line items
- Total assets (EOY)
- $82,034,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,034,960
- Employer contributions
- $2,630,255
- Participant contributions
- $3,694,341
- Total income / additions
- $17,795,556
- Benefits paid
- $10,325,130
- Administrative expenses
- $149,441
- Total expenses
- $10,668,643
- Net increase / (decrease)
- $7,126,913
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cassady Schiller Cpas & Advisors | ACCOUNTANT | $10,000 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $6,055 | $0 |