2023 Form 5500 filing — Usw Local 10-00086 Merck Employees Health And Welfare 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 20250327163924NAL0012552595001) for Usw Local 10-00086 Merck Employees Health And Welfare Plan, reported by Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan under EIN 22-3548930 and plan number 501. It reports 2,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327163924NAL0012552595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan
- EIN
- 22-3548930
- Plan number
- 501
- Location
- Horsham, PA
- Participants
- 2,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,037,260
- Total liabilities (EOY)
- $3,849,547
- Net assets (EOY)
- $79,187,713
- Employer contributions
- $38,001,824
- Participant contributions
- $5,441,278
- Total income / additions
- $48,324,998
- Benefits paid
- $41,590,386
- Administrative expenses
- $625,336
- Total expenses
- $42,215,722
- Net increase / (decrease)
- $6,109,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services Inc. | NONE | $724,160 | not reported in the loaded dataset |
| Rae Consulting | NONE | $195,700 | not reported in the loaded dataset |
| Pnc Bank | NONE | $168,833 | $0 |
| Express Scripts Inc. | NONE | $145,303 | not reported in the loaded dataset |
| Gw&K Investment Management | NONE | $91,186 | not reported in the loaded dataset |
| United Concordia Companies Inc. | NONE | $59,118 | not reported in the loaded dataset |
| Willig Williams & Davidson | NONE | $43,043 | not reported in the loaded dataset |
| Hj Knight International | NONE | $23,464 | not reported in the loaded dataset |
| Foster & Foster | NONE | $23,000 | not reported in the loaded dataset |
| Day Pitney Llp | NONE | $16,259 | not reported in the loaded dataset |
| Attac Consulting Group | NONE | $11,875 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $9,750 | not reported in the loaded dataset |
| Cp Printing | NONE | $9,732 | not reported in the loaded dataset |