Meriter 401(K) Plan — Form 5500 plan (Meriter Health 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, Meriter 401(K) Plan is a benefit plan reported by Meriter Health Systems, Inc. under EIN 39-1412318 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,436 participants and $297,447,879 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$297.4MPlan net assets, end of year$297,447,879
Participants4.4KCovered participants reported4,436
Assets / participant$67.1KComputed: assets ÷ participants$67,053 (computed)
Provider compensation$190.7K2 Schedule C provider row(s)$190,693
- Plan sponsor
- Meriter Health Systems, Inc.
- EIN
- 39-1412318
- Plan number
- 003
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,436 | H, C | 20240927125108NAL0001070483001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$297.4M total assets
Net assets$297.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $297,447,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $297,447,879
- Net assets (BOY)
- $255,592,565
Income & contributions
- Employer contributions
- $6,721,297
- Participant contributions
- $15,334,200
- Total contributions
- $23,546,905
- Total income / additions
- $68,345,385
Expenses & distributions
- Benefits paid
- $26,213,439
- Administrative expenses
- $220,935
- Total expenses
- $26,490,071
- Net increase / (decrease)
- $41,855,314
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $160,219 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $30,474 | not reported in the loaded dataset | 2023 |