Usw Local 10-00086 Merck Employees Health And Welfare Plan — Form 5500 plan (Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan)

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, Usw Local 10-00086 Merck Employees Health And Welfare Plan is a benefit plan reported by Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan under EIN 22-3548930 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,012 participants and $83,037,260 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan
EIN
22-3548930
Plan number
501
Plan type
2
Location
Horsham, PA
Latest filing year
2023
Participants
2,012
End-of-year plan assets
$83,037,260

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,012H, C20250327163924NAL0012552595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,037,260
Total liabilities (EOY)
$3,849,547
Net assets (EOY)
$79,187,713
Net assets (BOY)
$73,078,437

Income & contributions

Employer contributions
$38,001,824
Participant contributions
$5,441,278
Total contributions
$43,500,528
Total income / additions
$48,324,998

Expenses & distributions

Benefits paid
$41,590,386
Administrative expenses
$625,336
Total expenses
$42,215,722
Net increase / (decrease)
$6,109,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horizon Healthcare Services Inc.NONE$724,160not reported in the loaded dataset2023
Rae ConsultingNONE$195,700not reported in the loaded dataset2023
Pnc BankNONE$168,833$02023
Express Scripts Inc.NONE$145,303not reported in the loaded dataset2023
Gw&K Investment ManagementNONE$91,186not reported in the loaded dataset2023
United Concordia Companies Inc.NONE$59,118not reported in the loaded dataset2023
Willig Williams & DavidsonNONE$43,043not reported in the loaded dataset2023
Hj Knight InternationalNONE$23,464not reported in the loaded dataset2023
Foster & FosterNONE$23,000not reported in the loaded dataset2023
Day Pitney LlpNONE$16,259not reported in the loaded dataset2023
Attac Consulting GroupNONE$11,875not reported in the loaded dataset2023
Fischer Dorwart, P.C.NONE$9,750not reported in the loaded dataset2023
Cp PrintingNONE$9,732not reported in the loaded dataset2023

Related Form 5500 pages