Merrill — 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, Merrill 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 $75,713 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$75.7KDirect + indirect, across loaded filings$75,713
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$75.7K
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 compensation71%A&W Management Holdings, LLC
Top state share of plans25%CA
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Merrill. Bars show relative scale.

  1. 1
    TX · 1 plan(s)
  2. 2
  3. 3
    HI · 1 plan(s)
  4. 4
Geographic reach

State footprint

Where Merrill 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
    CA1 plan(s)
  2. 2
    HI1 plan(s)
  3. 3
    MO1 plan(s)
  4. 4
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Merrill are sponsored, by plan count.

  1. 1
    Ventura, CA1 plan(s)
  2. 2
  3. 3
    St. Louis, MO1 plan(s)
  4. 4
By reported compensation

Plans reporting this provider

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

  1. 1
    A&W Management Holdings, LLC, TX · Direct $53.6K · Indirect $0 · 2023
  2. 2
    Ventura Orthopedics Medical Group, Inc., CA · Direct $15.4K · 2023
  3. 3
    M. Dyer & Sons, Inc., HI · Direct $6.7K · 2023
  4. 4
    Urology Of St. Louis, Inc., MO · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Merrill?
Public Form 5500 Schedule C filings report compensation paid to Merrill as a plan service provider. Across loaded filings, total reported compensation is $75,713.
How many plans report Merrill as a service provider?
Merrill appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages