Meredith Employees Retirement Income Plan — Form 5500 plan (Meredith Operations Corporation)

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, Meredith Employees Retirement Income Plan is a benefit plan reported by Meredith Operations Corporation under EIN 87-1159683 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,633 participants and $62,007,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meredith Operations Corporation
EIN
87-1159683
Plan number
005
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
1,633
End-of-year plan assets
$62,007,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,633H, C20240912143932NAL0005245011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,007,853
Total liabilities (EOY)
$1,181,774
Net assets (EOY)
$60,826,079
Net assets (BOY)
$76,640,725

Income & contributions

Total contributions
$0
Total income / additions
$3,775,583

Expenses & distributions

Benefits paid
$18,956,930
Administrative expenses
$633,299
Total expenses
$19,590,229
Net increase / (decrease)
-$15,814,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meredith Operations CorpCONTRACT ADMINISTRATOR$387,503not reported in the loaded dataset2023
Willis Towers Watson UsACTUARY$51,993not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,949$02023
State StreetINVESTMENT ADVISORY$13,277not reported in the loaded dataset2023

Related Form 5500 pages