Plan5500

Meridian Title Corporation Employee'S Savings And Profit Sharing Plan — Form 5500 plan (Meridian Title Company, 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, Meridian Title Corporation Employee'S Savings And Profit Sharing Plan is a benefit plan reported by Meridian Title Company, LLC under EIN 35-0134643 and plan number 002. The latest loaded filing year is 2023. The filing reports 337 participants and $12,317,832 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.3MPlan net assets, end of year$12,298,690
Participants337Covered participants reported
Assets / participant$36.6KComputed: assets ÷ participants$36,551 (computed)
Provider compensation$82K5 Schedule C provider row(s)$82,025
Plan sponsor
Meridian Title Company, LLC
EIN
35-0134643
Plan number
002
Plan type
2
Location
South Bend, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    337 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.3M total assets
Net assets$12.3MLiabilities$19.1K
Money in vs. money out
Total income / additions$2.6M
Total expenses$423.9K
Benefits paid / distributions$346.8K
Contributions
Employer$113K
Participant$728.2K
Full reported line items

Net assets

Total assets (EOY)
$12,317,832
Total liabilities (EOY)
$19,142
Net assets (EOY)
$12,298,690
Net assets (BOY)
$10,136,333

Income & contributions

Employer contributions
$113,034
Participant contributions
$728,164
Total contributions
$854,623
Total income / additions
$2,586,252

Expenses & distributions

Benefits paid
$346,766
Administrative expenses
$64,436
Total expenses
$423,895
Net increase / (decrease)
$2,162,357
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$28.8K
    RECORD KEEPER · Direct $28.8K · Indirect $0
  2. 2
    Morgan Stanley Global Banking Opera$20.3K
    INVESTMENT ADVISORY-PLAN · Direct $20.3K
  3. 3
    Meridian Title Company LLC$17K
    PLAN SPONSOR · Direct $17K
  4. 4
    Whalerock Point Partners LLC$9.3K
    INVESTMENT ADVISORY-PLAN · Direct $9.3K
  5. 5
    Merrill Lynch$6.6K
    INVESTMENT ADVISORY-PLAN · Direct $6.6K

What to inspect next

Frequently asked questions

Who sponsors the Meridian Title Corporation Employee'S Savings And Profit Sharing Plan?
Meridian Title Corporation Employee'S Savings And Profit Sharing Plan is reported as sponsored by Meridian Title Company, LLC (EIN 35-0134643, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Meridian Title Corporation Employee'S Savings And Profit Sharing Plan?
The latest Form 5500 filing year loaded for Meridian Title Corporation Employee'S Savings And Profit Sharing Plan is 2023.
How many participants does Meridian Title Corporation Employee'S Savings And Profit Sharing Plan report?
Meridian Title Corporation Employee'S Savings And Profit Sharing Plan reports 337 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Meridian Title Corporation Employee'S Savings And Profit Sharing Plan?
Meridian Title Corporation Employee'S Savings And Profit Sharing Plan reports $12,317,832 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages