Mercer Wise Pooled Employer Plan — Form 5500 plan (Mercer Investments, LLC)
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, Mercer Wise Pooled Employer Plan is a benefit plan reported by Mercer Investments, LLC under EIN 30-0282430 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,025 participants and $198,059,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercer Investments, LLC
- EIN
- 30-0282430
- Plan number
- 001
- Plan type
- 3
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 8,025
- End-of-year plan assets
- $198,059,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,025 | H, C | 20241015153950NAL0050236720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,059,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,059,510
- Net assets (BOY)
- $83,568,879
Income & contributions
- Employer contributions
- $10,789,995
- Participant contributions
- $31,478,161
- Total contributions
- $48,781,283
- Total income / additions
- $72,470,022
Expenses & distributions
- Benefits paid
- $26,664,934
- Administrative expenses
- $1,063,207
- Total expenses
- $27,972,303
- Net increase / (decrease)
- $44,497,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments, LLC | INVESTMENT ADVISOR | $622,476 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $382,707 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $27,013 | not reported in the loaded dataset | 2023 |
| Mauldin & Jenkins LLC | OTHER | $27,000 | not reported in the loaded dataset | 2023 |
| Guideline Inc | OTHER | $4,011 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercer Investments, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Mercer Investments, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mauldin & Jenkins LLC — Schedule C compensation
- Guideline Inc — Schedule C compensation