Meriter Health Services Employee Retirement Plan — Form 5500 plan (Meriter Health Services, 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, Meriter Health Services Employee Retirement Plan is a benefit plan reported by Meriter Health Services, Inc. under EIN 39-1412318 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,770 participants and $204,999,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meriter Health Services, Inc.
- EIN
- 39-1412318
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 2,770
- End-of-year plan assets
- $204,999,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,770 | H, C | 20241010114609NAL0020917713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,999,380
- Total liabilities (EOY)
- $717,655
- Net assets (EOY)
- $204,281,725
- Net assets (BOY)
- $205,135,325
Income & contributions
- Total contributions
- $0
- Total income / additions
- $18,758,485
Expenses & distributions
- Benefits paid
- $16,825,600
- Administrative expenses
- $2,786,485
- Total expenses
- $19,612,085
- Net increase / (decrease)
- -$853,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | CONSULTING | $499,328 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company Of Delaware | INVESTMENT ADVISORY | $333,024 | not reported in the loaded dataset | 2023 |
| Mercer | INVESTMENT ADVISORY | $160,324 | not reported in the loaded dataset | 2023 |
| Leeward Investments LLC | INVESTMENT ADVISORY | $47,700 | not reported in the loaded dataset | 2023 |
| Pershing LLC | CONSUTLTING | $37,245 | not reported in the loaded dataset | 2023 |
| Us Bank Trust | TRUSTEE | $14,207 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meriter Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Fid Mgmt Trust Co — Schedule C compensation
- Reliance Trust Company Of Delaware — Schedule C compensation
- Mercer — Schedule C compensation
- Leeward Investments LLC — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Us Bank Trust — Schedule C compensation