2023 Form 5500 filing — Merieux Nutrisciences & Subsidiaries 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 20250227074544NAL0003807728001) for Merieux Nutrisciences & Subsidiaries Retirement Plan, reported by Merieux Nutrisciences Corporation under EIN 43-1848483 and plan number 001. It reports 1,835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227074544NAL0003807728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merieux Nutrisciences Corporation
- EIN
- 43-1848483
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,512,950
- Net assets (EOY)
- $93,512,950
- Employer contributions
- $2,036,194
- Participant contributions
- $6,128,945
- Total income / additions
- $23,106,974
- Benefits paid
- $7,460,823
- Administrative expenses
- $325,647
- Total expenses
- $7,790,870
- Net increase / (decrease)
- $15,316,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco LLC | NONE | $170,546 | not reported in the loaded dataset |
| Schwab Retirement Plan Service,Inc. | NONE | $142,596 | not reported in the loaded dataset |
| Fisher Investment | NONE | $6,832 | not reported in the loaded dataset |
| Total Wealth Planning LLC | NONE | $5,748 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $108 | $0 |