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 Income And Savings Plan is a benefit plan reported by First Merchants Corporation under EIN 35-1544218 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,772 participants and $238,918,095 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $238,918,095
- Total liabilities (EOY)
- $8,853
- Net assets (EOY)
- $238,909,242
- Net assets (BOY)
- $204,666,617
Income & contributions
- Employer contributions
- $7,046,447
- Participant contributions
- $13,138,914
- Total contributions
- $23,119,920
- Total income / additions
- $56,814,631
Expenses & distributions
- Benefits paid
- $22,353,365
- Administrative expenses
- $174,935
- Total expenses
- $22,572,006
- Net increase / (decrease)
- $34,242,625