Melaleuca, Inc. 401(K) Savings Plan And Trust — Form 5500 plan (Melaleuca, 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, Melaleuca, Inc. 401(K) Savings Plan And Trust is a benefit plan reported by Melaleuca, Inc. under EIN 82-0399405 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,894 participants and $120,405,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Melaleuca, Inc.
EIN
82-0399405
Plan number
001
Plan type
2
Location
Idaho Falls, ID
Latest filing year
2023
Participants
2,894
End-of-year plan assets
$120,405,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,894H, C20241011165721NAL0022384369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,405,331
Total liabilities (EOY)
$0
Net assets (EOY)
$120,405,331
Net assets (BOY)
$100,985,715

Income & contributions

Employer contributions
$1,853,992
Participant contributions
$8,698,060
Total contributions
$11,426,677
Total income / additions
$30,494,311

Expenses & distributions

Benefits paid
$10,783,981
Administrative expenses
$276,188
Total expenses
$11,074,695
Net increase / (decrease)
$19,419,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$206,188$02023
Creative Planning LLCADVISOR$58,333not reported in the loaded dataset2023
Lockton Investment AdvisorsADVISOR$11,667not reported in the loaded dataset2023

Related Form 5500 pages