2023 Form 5500 filing — Mercury Employees Retirement Investment Trust
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 20241014075425NAL0025679505001) for Mercury Employees Retirement Investment Trust, reported by Mercury Systems, Inc. under EIN 04-2741391 and plan number 001. It reports 3,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075425NAL0025679505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercury Systems, Inc.
- EIN
- 04-2741391
- Plan number
- 001
- Location
- Andover, MA
- Participants
- 3,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $440,477,387
- Total liabilities (EOY)
- $4,236
- Net assets (EOY)
- $440,473,151
- Employer contributions
- $19,316,439
- Participant contributions
- $28,092,267
- Total income / additions
- $112,243,917
- Benefits paid
- $41,335,493
- Administrative expenses
- $79,672
- Total expenses
- $41,447,515
- Net increase / (decrease)
- $70,796,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpw Solutions, LLC | OTHER SERVICES | $117,082 | not reported in the loaded dataset |
| Global Retirement Partners LLC | ADVISOR | $74,948 | not reported in the loaded dataset |
| The Wagner Law Group | LEGAL | $34,755 | not reported in the loaded dataset |
| Mazars Usa Llp | ACCOUNTANT/AUDITOR | $18,720 | not reported in the loaded dataset |
| Avizo Group, Inc. | ACCOUNTANT/AUDITOR | $11,995 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$187,611 | $0 |