2023 Form 5500 filing — Mercer Wise Pooled Employer 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 20241015153950NAL0050236720001) for Mercer Wise Pooled Employer Plan, reported by Mercer Investments, LLC under EIN 30-0282430 and plan number 001. It reports 8,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153950NAL0050236720001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mercer Investments, LLC
- EIN
- 30-0282430
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 8,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,059,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,059,510
- Employer contributions
- $10,789,995
- Participant contributions
- $31,478,161
- Total income / additions
- $72,470,022
- Benefits paid
- $26,664,934
- Administrative expenses
- $1,063,207
- Total expenses
- $27,972,303
- Net increase / (decrease)
- $44,497,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments, LLC | INVESTMENT ADVISOR | $622,476 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $382,707 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $27,013 | not reported in the loaded dataset |
| Mauldin & Jenkins LLC | OTHER | $27,000 | not reported in the loaded dataset |
| Guideline Inc | OTHER | $4,011 | not reported in the loaded dataset |