Plan5500

Mease Life, Inc. 401(K) Retirement Plan — Form 5500 plan (Mease Life, 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, Mease Life, Inc. 401(K) Retirement Plan is a benefit plan reported by Mease Life, Inc. under EIN 59-1005403 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $32 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mease Life, Inc.
EIN
59-1005403
Plan number
001
Plan type
2
Location
Dunedin, FL
Latest filing year
2023
Participants
220
End-of-year plan assets
$32

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241009161018NAL0019603873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32
Total liabilities (EOY)
$0
Net assets (EOY)
$32
Net assets (BOY)
$1,467,241

Income & contributions

Employer contributions
$76,723
Participant contributions
$224,407
Total contributions
$301,578
Total income / additions
$399,402

Expenses & distributions

Benefits paid
$1,845,089
Administrative expenses
$21,522
Total expenses
$1,866,611
Net increase / (decrease)
-$1,467,209

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Florida Retirement Consultants LLCNONE$16,459$8362023
Merrill Lynch Pierce Fenner & SmithNONE$10,018not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaNONE$8,787$02023

Related Form 5500 pages