Meridian Bioscience, Inc. Savings & Investment Plan — Form 5500 plan (Meridian Bioscience, 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, Meridian Bioscience, Inc. Savings & Investment Plan is a benefit plan reported by Meridian Bioscience, Inc. under EIN 31-0888197 and plan number 001. The latest loaded filing year is 2023. The filing reports 790 participants and $82,034,960 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meridian Bioscience, Inc.
EIN
31-0888197
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
790
End-of-year plan assets
$82,034,960

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023790H, C20241009090944NAL0009058771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,034,960
Total liabilities (EOY)
$0
Net assets (EOY)
$82,034,960
Net assets (BOY)
$74,908,047

Income & contributions

Employer contributions
$2,630,255
Participant contributions
$3,694,341
Total contributions
$6,683,032
Total income / additions
$17,795,556

Expenses & distributions

Benefits paid
$10,325,130
Administrative expenses
$149,441
Total expenses
$10,668,643
Net increase / (decrease)
$7,126,913

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cassady Schiller Cpas & AdvisorsACCOUNTANT$10,000not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$6,055$02023

Related Form 5500 pages