2023 Form 5500 filing — Melmark, Inc. Supplemental Retirement Annuity 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 20241015120016NAL0047730144001) for Melmark, Inc. Supplemental Retirement Annuity Plan, reported by Melmark, Inc. under EIN 23-6399542 and plan number 002. It reports 939 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)$35.3MReported net assets$35,272,864
Participants939
Provider compensation$11K1 Schedule C row(s)$11,015
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120016NAL0047730144001
Plan sponsor
Melmark, Inc.
EIN
23-6399542
Plan number
002
Location
Berwyn, PA
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)$35.3M total assets
Net assets$35.3MLiabilities$0
Money in vs. money out
Total income / additions$9.2M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$737.1K
Participant$3.6M
Full reported line items
Total assets (EOY)
$35,272,864
Total liabilities (EOY)
$0
Net assets (EOY)
$35,272,864
Employer contributions
$737,093
Participant contributions
$3,571,848
Total income / additions
$9,160,904
Benefits paid
$2,357,137
Administrative expenses
$5,840
Total expenses
$2,439,793
Net increase / (decrease)
$6,721,111

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa - Teachers Insurance And AnnuiRECORDKEEPER$11,015$0

Related Form 5500 pages