The Merisant Us, Inc. Employees' Savings And Retirement Plan — Form 5500 plan (Merisant Us, 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, The Merisant Us, Inc. Employees' Savings And Retirement Plan is a benefit plan reported by Merisant Us, Inc. under EIN 51-0397233 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $17,263,045 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.3MPlan net assets, end of year$17,263,045
Participants282Covered participants reported
Assets / participant$61.2KComputed: assets ÷ participants$61,216 (computed)
Provider compensation$16.3K2 Schedule C provider row(s)$16,314
- Plan sponsor
- Merisant Us, Inc.
- EIN
- 51-0397233
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20241015074042NAL0027771953001 |
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)$17.3M total assets
Net assets$17.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,263,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,263,045
- Net assets (BOY)
- $14,236,536
Income & contributions
- Employer contributions
- $431,908
- Participant contributions
- $845,838
- Total contributions
- $1,404,469
- Total income / additions
- $5,051,974
Expenses & distributions
- Benefits paid
- $2,009,151
- Administrative expenses
- $16,314
- Total expenses
- $2,025,465
- Net increase / (decrease)
- $3,026,509
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rothschild Investment Corp | ADVISOR | $15,401 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $913 | $0 | 2023 |