Meridian Industries Hourly Union Retirement Plan — Form 5500 plan (Meridian Industries, 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 Industries Hourly Union Retirement Plan is a benefit plan reported by Meridian Industries, Inc. under EIN 39-0732985 and plan number 006. The latest loaded filing year is 2023. The filing reports 143 participants and $3,578,262 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.6MPlan net assets, end of year$3,578,262
Participants143Covered participants reported
Assets / participant$25KComputed: assets ÷ participants$25,023 (computed)
Provider compensation$10.9K1 Schedule C provider row(s)$10,912
- Plan sponsor
- Meridian Industries, Inc.
- EIN
- 39-0732985
- Plan number
- 006
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241014154052NAL0027745089001 |
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,578,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,578,262
- Net assets (BOY)
- $3,863,125
Income & contributions
- Participant contributions
- $17,013
- Total contributions
- $17,013
- Total income / additions
- $392,310
Expenses & distributions
- Benefits paid
- $624,336
- Administrative expenses
- $52,837
- Total expenses
- $677,173
- Net increase / (decrease)
- -$284,863
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.
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income159%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services, LLC | CONTRACT ADMINISTRATOR | $10,912 | not reported in the loaded dataset | 2023 |