2023 Form 5500 filing — Meritor, Inc. 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 20250714141323NAL0000936691001) for Meritor, Inc. Retirement Plan, reported by Meritor, Inc. under EIN 38-3354643 and plan number 336. It reports 10,394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714141323NAL0000936691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meritor, Inc.
- EIN
- 38-3354643
- Plan number
- 336
- Location
- Columbus, IN
- Participants
- 10,394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $546,393,332
- Total liabilities (EOY)
- $468,704
- Net assets (EOY)
- $545,924,628
- Total income / additions
- $58,933,688
- Benefits paid
- $58,140,850
- Administrative expenses
- $7,550,481
- Total expenses
- $65,691,331
- Net increase / (decrease)
- -$6,757,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $935,815 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $436,052 | not reported in the loaded dataset |
| Evercore Group LLC | NONE | $326,543 | not reported in the loaded dataset |
| Pimco | NONE | $309,017 | $0 |
| Reams Asset Management | NONE | $235,827 | not reported in the loaded dataset |
| Sidley Austin Llp | NONE | $231,063 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $210,151 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $100,500 | not reported in the loaded dataset |
| Andersen Tax LLC | NONE | $70,900 | not reported in the loaded dataset |
| Blue & Co., LLC | NONE | $39,000 | not reported in the loaded dataset |
| Northern Trust Asset Management | NONE | $18,681 | $0 |
| Plante & Moran, Pllc | NONE | $10,900 | not reported in the loaded dataset |
| Wi Harper Fund LLC | NONE | $1,200 | $0 |