Meritor, Inc. Retirement Plan — Form 5500 plan (Meritor, 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, Meritor, Inc. Retirement Plan is a benefit plan reported by Meritor, Inc. under EIN 38-3354643 and plan number 336. The latest loaded filing year is 2023. The filing reports 10,394 participants and $546,393,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meritor, Inc.
- EIN
- 38-3354643
- Plan number
- 336
- Plan type
- 2
- Location
- Columbus, IN
- Latest filing year
- 2023
- Participants
- 10,394
- End-of-year plan assets
- $546,393,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,394 | H, C | 20250714141323NAL0000936691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $546,393,332
- Total liabilities (EOY)
- $468,704
- Net assets (EOY)
- $545,924,628
- Net assets (BOY)
- $552,682,271
Income & contributions
- Total contributions
- $0
- Total income / additions
- $58,933,688
Expenses & distributions
- Benefits paid
- $58,140,850
- Administrative expenses
- $7,550,481
- Total expenses
- $65,691,331
- Net increase / (decrease)
- -$6,757,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $935,815 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $436,052 | not reported in the loaded dataset | 2023 |
| Evercore Group LLC | NONE | $326,543 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $309,017 | $0 | 2023 |
| Reams Asset Management | NONE | $235,827 | not reported in the loaded dataset | 2023 |
| Sidley Austin Llp | NONE | $231,063 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $210,151 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $100,500 | not reported in the loaded dataset | 2023 |
| Andersen Tax LLC | NONE | $70,900 | not reported in the loaded dataset | 2023 |
| Blue & Co., LLC | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Asset Management | NONE | $18,681 | $0 | 2023 |
| Plante & Moran, Pllc | NONE | $10,900 | not reported in the loaded dataset | 2023 |
| Wi Harper Fund LLC | NONE | $1,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meritor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbus, IN
- Willis Towers Watson — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Evercore Group LLC — Schedule C compensation
- Pimco — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- Sidley Austin Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Andersen Tax LLC — Schedule C compensation
- Blue & Co., LLC — Schedule C compensation
- Northern Trust Asset Management — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Wi Harper Fund LLC — Schedule C compensation