Plan5500

First Merchants Corporation Retirement Pension Plan — Form 5500 plan (First Merchants Corporation)

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, First Merchants Corporation Retirement Pension Plan is a benefit plan reported by First Merchants Corporation under EIN 35-1544218 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $82,258,406 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Merchants Corporation
EIN
35-1544218
Plan number
001
Plan type
2
Location
Muncie, IN
Latest filing year
2023
Participants
769
End-of-year plan assets
$82,258,406

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023769H, C20240917144945NAL0001821859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,258,406
Total liabilities (EOY)
$21,408
Net assets (EOY)
$82,236,998
Net assets (BOY)
$77,522,622

Income & contributions

Total contributions
$0
Total income / additions
$9,635,761

Expenses & distributions

Benefits paid
$4,670,154
Administrative expenses
$251,231
Total expenses
$4,921,385
Net increase / (decrease)
$4,714,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$176,741not reported in the loaded dataset2023

Related Form 5500 pages