Plan5500

Megalodon Midco LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Megalodon Midco LLC (EIN 87-3643212) is a plan sponsor located in Auburn Hills, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-3643212
Location
Auburn Hills, MI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Megalodon Midco LLC

  • 3 loaded plans hold $146.7M in reported assets.
  • The largest, Non-Union Employees 401(K) Plan, holds 99% of this company's reported plan assets.
  • Plans cover 4,198 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$146.7MSummed across loaded plans$146,706,119
Total reported assets$146.7M$146,706,119
Total reported participants4.2K4,198
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$146.7M total assets
Net assets$146.7MLiabilities$0
Contributions & income
Employer contributions$3.2M
Participant contributions$5.9M
Total income / additions$33.1M
Expenses & distributions
Benefits paid / distributions$35.6M
Total expenses$35.9M
Net increase / (decrease)-$2.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets99%Non-Union Employees 401(K) Plan
Participants per plan1,399Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Non-Union Employees 401(K) Plan$145.3M
    Plan #003 · 2,616 participants · 2023
  2. 2
    Warren Union Employees 401(K) Plan$1.4M
    Plan #002 · 110 participants · 2023
  3. 3
    Megalodon Midco, LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,472 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Megalodon Midco LLC. Open one for its full reported snapshot.

  1. 2023
    Warren Union Employees 401(K) Plan110 participants · 2Sch I
    View filing →
  2. 2023
    Megalodon Midco, LLC Health & Welfare Benefit Plan1,472 participants · 2No schedules
    View filing →
  3. 2023
    Non-Union Employees 401(K) Plan2,616 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Megalodon Midco LLC report on Form 5500?
Megalodon Midco LLC (EIN 87-3643212) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Megalodon Midco LLC?
The Employer Identification Number (EIN) reported for Megalodon Midco LLC is 87-3643212.
What is the latest Form 5500 filing year for Megalodon Midco LLC?
The latest loaded Form 5500 filing year for Megalodon Midco LLC is 2023.

Related Form 5500 pages