Messer Inc. Employee Stock Ownership Plan — Form 5500 plan (Messer Inc.)

Plain-English plan 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, Messer Inc. Employee Stock Ownership Plan is a benefit plan reported by Messer Inc. under EIN 20-1963972 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $622,497,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Messer Inc.
EIN
20-1963972
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
1,015
End-of-year plan assets
$622,497,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,015H, C20250715074907NAL0001149027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$622,497,740
Total liabilities (EOY)
$45,952,804
Net assets (EOY)
$576,544,936
Net assets (BOY)
$509,482,107

Income & contributions

Employer contributions
$2,083,148
Total contributions
$2,083,148
Total income / additions
$124,883,136

Expenses & distributions

Benefits paid
$48,938,574
Administrative expenses
$320,986
Total expenses
$50,650,734
Net increase / (decrease)
$74,232,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
JpmcbINVESTMENT MANAGEMENT$96,429not reported in the loaded dataset2023
Principal Financial GroupRECORDKEEPER/BOOKKEEPER$56,313not reported in the loaded dataset2023
Alix PartnersVALUATION SERVICES$54,644not reported in the loaded dataset2023
SawgrassINVESTMENT MANAGEMENT$35,600not reported in the loaded dataset2023
Mariner Institutional LLCINVESTMENT MANAGEMENT$25,000not reported in the loaded dataset2023
Plante & Moran, PllcOTHER SERVICES$24,500not reported in the loaded dataset2023
PncCUSTODIAN$22,857not reported in the loaded dataset2023
Blueridge Esop AssociatesRECORDKEEPER/BOOKKEEPER$14,969not reported in the loaded dataset2023

Related Form 5500 pages