Merrill, WI Form 5500 retirement and benefit plan filings
City Form 5500 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, Merrill, WI has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $346,550,941 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $346,550,941
- Total reported liabilities (EOY)
- $21,400,508
- Total reported net assets (EOY)
- $325,150,433
Contributions & income
- Employer contributions
- $24,791,018
- Participant contributions
- $10,497,406
- Total income / additions
- $79,162,863
Expenses & distributions
- Benefits paid / distributions
- $29,151,798
- Total expenses
- $29,781,078
- Net increase / (decrease)
- $49,381,785
Coverage
- Total reported participants
- 5,192
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Merrill, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Church Mutual Salary Savings Plan And Trust (401(K) Plan) | Church Mutual Insurance Company, S.I. | $170,600,878 | 2023 |
| Church Mutual Insurance Company Cash Balance Plan | Church Mutual Insurance Company, S.I. | $118,378,436 | 2023 |
| Weinbrenner Shoe Company, Inc. Employee Stock Ownership Plan | Weinbrenner Shoe Company, Inc. | $40,362,336 | 2023 |
| Agra Construction Co. 401(K) Plan | Agra Construction Co. | $7,175,871 | 2023 |
| Weinbrenner Shoe Company Savings Plan For Collectively Bargained Employees | Weinbrenner Shoe Company Inc | $6,702,716 | 2023 |
| Silverman Chiropractic Health Center, S.C. 401(K) Plan | Silverman Chiropractic Health Center, S.C. | $1,819,026 | 2023 |
| Millworx Acquisitions, Inc. 401(K) Profit Sharing Plan | Millworx Acquisitions, Inc. | $1,511,678 | 2023 |
| Weinbrenner Shoe Company, Inc. Salaried And Office Hourly Group Insurance Plan | Weinbrenner Shoe Company, Inc. | not reported in the loaded dataset | 2023 |
| Church Mutual Master Welfare Benefit Plan | Church Mutual Insurance Company, S.I. | not reported in the loaded dataset | 2023 |
| Lincoln Wood Products Inc. Health Insurance And Dental Plan | Lincoln Wood Products, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Merrill → · Merrill plans by participants → · Merrill plans with financial data → · Merrill plans with provider compensation → · $1B+ plans in Merrill →
Related Form 5500 pages
- All WI Form 5500 filings
- Church Mutual Salary Savings Plan And Trust (401(K) Plan) (plan 002)
- Church Mutual Insurance Company, S.I. — all reported plans
- Church Mutual Insurance Company Cash Balance Plan (plan 001)
- Weinbrenner Shoe Company, Inc. Employee Stock Ownership Plan (plan 003)
- Weinbrenner Shoe Company, Inc. — all reported plans
- Agra Construction Co. 401(K) Plan (plan 001)
- Agra Construction Co. — all reported plans
- Weinbrenner Shoe Company Savings Plan For Collectively Bargained Employees (plan 002)
- Silverman Chiropractic Health Center, S.C. 401(K) Plan (plan 001)
- Silverman Chiropractic Health Center, S.C. — all reported plans
- Millworx Acquisitions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Millworx Acquisitions, Inc. — all reported plans
- Weinbrenner Shoe Company, Inc. Salaried And Office Hourly Group Insurance Plan (plan 502)
- Church Mutual Master Welfare Benefit Plan (plan 510)
- Lincoln Wood Products Inc. Health Insurance And Dental Plan (plan 502)
- Lincoln Wood Products, Inc. — all reported plans
- Methodology
- Data sources