Mercury Employees Retirement Investment Trust — Form 5500 plan (Mercury Systems, Inc.)
Plain-English plan 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, Mercury Employees Retirement Investment Trust is a benefit plan reported by Mercury Systems, Inc. under EIN 04-2741391 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,242 participants and $440,477,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercury Systems, Inc.
- EIN
- 04-2741391
- Plan number
- 001
- Plan type
- 2
- Location
- Andover, MA
- Latest filing year
- 2023
- Participants
- 3,242
- End-of-year plan assets
- $440,477,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,242 | H, C | 20241014075425NAL0025679505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $440,477,387
- Total liabilities (EOY)
- $4,236
- Net assets (EOY)
- $440,473,151
- Net assets (BOY)
- $369,676,749
Income & contributions
- Employer contributions
- $19,316,439
- Participant contributions
- $28,092,267
- Total contributions
- $52,228,783
- Total income / additions
- $112,243,917
Expenses & distributions
- Benefits paid
- $41,335,493
- Administrative expenses
- $79,672
- Total expenses
- $41,447,515
- Net increase / (decrease)
- $70,796,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpw Solutions, LLC | OTHER SERVICES | $117,082 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | ADVISOR | $74,948 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | LEGAL | $34,755 | not reported in the loaded dataset | 2023 |
| Mazars Usa Llp | ACCOUNTANT/AUDITOR | $18,720 | not reported in the loaded dataset | 2023 |
| Avizo Group, Inc. | ACCOUNTANT/AUDITOR | $11,995 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$187,611 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercury Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Andover, MA
- Rpw Solutions, LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation
- Avizo Group, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation