Back to filter
Original filing (PDF)20251013073149NAL0000345395001
MERITER HEALTH SERVICES, INC.
Form 5500
FILING_RECEIVED
MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 4
100% in single holding~84 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
930
Accounts w/ balance
—
Plan assets (EOY)
$192.4M
Net assets (EOY)
$192.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "U.S. Bank Investments held at U.S. Bank (see attached)" is 100% of plan.
- 84 bps in Schedule C fees — 743% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERITER HEALTH SERVICES, INC..
Plan sponsor
Name
MERITER HEALTH SERVICES, INC.
EIN
39-1412318
Address
202 S. PARK STREET · MADISON, WI · 537150000
Phone
(608) 417-6054
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LG INVEST MGMT AMERICA INC | 20-8058531 | — | INVESTMENT ADVISORY | $962K | — |
| MERCER | 13-2834414 | — | INVESTMENT ADVISORY | $166K | — |
| LEEWARD INVESTMENTS LLC | 47-2540468 | — | INVESTMENT ADVISORY | $10K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK TRUST | 41-6271370 | — | TRUSTEE | $131K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | CONSULTING | $344K | — |
| PERSHING LLC | 13-2741729 | — | CONSUTLTING | $10K | — |
Investments
1 direct security · 2 pooled funds· $342.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$192.3M
1 holding
Common Collective Trust
$150.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| U.S. Bank Investments held at U.S. Bank (see attached) | — | — | $182.2M | $192.3M | 100.0% | |
| L&G LONG LIABILITY TREASURY CORP FD RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 017 | Common Collective Trust | — | — | $129.8M | 67.4% | |
| L&G LONG LIABILITY TREASURY CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 019 | Common Collective Trust | — | — | $20.6M | 10.7% |