2023 Form 5500 filing — Retirement Plan For Salaried Employees Of Mersen Usa
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 20241001144217NAL0007308353001) for Retirement Plan For Salaried Employees Of Mersen Usa, reported by Mersen Usa Holding Corp. under EIN 22-0807643 and plan number 004. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001144217NAL0007308353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mersen Usa Holding Corp.
- EIN
- 22-0807643
- Plan number
- 004
- Location
- Boonton, NJ
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,062,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,062,122
- Employer contributions
- $879,439
- Total income / additions
- $6,634,494
- Benefits paid
- $3,073,387
- Administrative expenses
- $598,151
- Total expenses
- $3,671,538
- Net increase / (decrease)
- $2,962,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $142,699 | $0 |
| Morgan Stanley Global Banking Ops | RETAINED BY CLIENT | $33,355 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | RETAINED BY CLIENT | $8,453 | not reported in the loaded dataset |