Plan5500

Meridian Trust & Investment Company — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Meridian Trust & Investment Company is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $734,282 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$734.3KDirect + indirect, across loaded filings$734,282
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$734.3K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation69%Medical Anesthesia Group, P.A.
Top state share of plans100%TN
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Meridian Trust & Investment Company. Bars show relative scale.

  1. 1
    Medical Anesthesia Group, P.A.$503.7K
    TN · 1 plan(s)
  2. 2
    The Eye Center Of Oak Ridge, P.C.$102K
    TN · 1 plan(s)
  3. 3
    Lhp Management, LLC$71.7K
    TN · 1 plan(s)
  4. 4
    Wallace Hardware Company, Inc.$56.9K
    TN · 1 plan(s)
Geographic reach

State footprint

Where Meridian Trust & Investment Company appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    TN4 plan(s)
Geographic reach

City footprint

Cities where plans reporting Meridian Trust & Investment Company are sponsored, by plan count.

  1. 1
    Knoxville, TN1 plan(s)
  2. 2
    Memphis, TN1 plan(s)
  3. 3
    Morristown, TN1 plan(s)
  4. 4
    Oak Ridge, TN1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Medical Anesthesia Group, P.A. Profit Sharing Plan$503.7K
    Medical Anesthesia Group, P.A., TN · Direct $503.7K · Indirect $0 · 2023
  2. 2
    The Eye Center Of Oak Ridge, P.C. Profit Sharing Plan$102K
    The Eye Center Of Oak Ridge, P.C., TN · Direct $102K · Indirect $0 · 2023
  3. 3
    Lhp 401(K) Profit Sharing Plan$71.7K
    Lhp Management, LLC, TN · Direct $71.7K · Indirect $0 · 2023
  4. 4
    Wallace Distribution Company Profit Sharing Plan$56.9K
    Wallace Hardware Company, Inc., TN · Direct $56.9K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Meridian Trust & Investment Company?
Public Form 5500 Schedule C filings report compensation paid to Meridian Trust & Investment Company as a plan service provider. Across loaded filings, total reported compensation is $734,282.
How many plans report Meridian Trust & Investment Company as a service provider?
Meridian Trust & Investment Company appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages