2023 Form 5500 filing — Meriter Health Services Employee Retirement 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 20241010114609NAL0020917713001) for Meriter Health Services Employee Retirement Plan, reported by Meriter Health Services, Inc. under EIN 39-1412318 and plan number 002. It reports 2,770 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114609NAL0020917713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meriter Health Services, Inc.
- EIN
- 39-1412318
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 2,770
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,999,380
- Total liabilities (EOY)
- $717,655
- Net assets (EOY)
- $204,281,725
- Total income / additions
- $18,758,485
- Benefits paid
- $16,825,600
- Administrative expenses
- $2,786,485
- Total expenses
- $19,612,085
- Net increase / (decrease)
- -$853,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | CONSULTING | $499,328 | not reported in the loaded dataset |
| Reliance Trust Company Of Delaware | INVESTMENT ADVISORY | $333,024 | not reported in the loaded dataset |
| Mercer | INVESTMENT ADVISORY | $160,324 | not reported in the loaded dataset |
| Leeward Investments LLC | INVESTMENT ADVISORY | $47,700 | not reported in the loaded dataset |
| Pershing LLC | CONSUTLTING | $37,245 | not reported in the loaded dataset |
| Us Bank Trust | TRUSTEE | $14,207 | not reported in the loaded dataset |