2023 Form 5500 filing — First Merchants Corporation Retirement Income And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621092632NAL0004960354001) for First Merchants Corporation Retirement Income And Savings Plan, reported by First Merchants Corporation under EIN 35-1544218 and plan number 002. It reports 2,772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240621092632NAL0004960354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Merchants Corporation
- EIN
- 35-1544218
- Plan number
- 002
- Location
- Muncie, IN
- Participants
- 2,772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $238,918,095
- Total liabilities (EOY)
- $8,853
- Net assets (EOY)
- $238,909,242
- Employer contributions
- $7,046,447
- Participant contributions
- $13,138,914
- Total income / additions
- $56,814,631
- Benefits paid
- $22,353,365
- Administrative expenses
- $174,935
- Total expenses
- $22,572,006
- Net increase / (decrease)
- $34,242,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $166,216 | $0 |