2023 Form 5500 filing — Mease Life, Inc. 401(K) Retirement 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 20241009161018NAL0019603873001) for Mease Life, Inc. 401(K) Retirement Plan, reported by Mease Life, Inc. under EIN 59-1005403 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009161018NAL0019603873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mease Life, Inc.
- EIN
- 59-1005403
- Plan number
- 001
- Location
- Dunedin, FL
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32
- Employer contributions
- $76,723
- Participant contributions
- $224,407
- Total income / additions
- $399,402
- Benefits paid
- $1,845,089
- Administrative expenses
- $21,522
- Total expenses
- $1,866,611
- Net increase / (decrease)
- -$1,467,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Florida Retirement Consultants LLC | NONE | $16,459 | $836 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $10,018 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | NONE | $8,787 | $0 |