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  1. Companies/
  2. Meritan, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Meritan, Inc.

EIN 62-0674655-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$27.9M assets
Health & Benefits
1
$134K premiums
Participants
773
345 ADAMS AVENUE - MEMPHIS, TN 38103901-766-0600meritan.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#001Traditional DB-$24.3M - 274 part#005403(b)-$3.6M - 398 part#503Fully insured-$134K - 104 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $27.9M assets / 672 participants

Assets by plan

Share of aggregate retirement assets

  • SERVICES RETIREMENT PLAN (#001)$24.3M
  • MERITAN, INC. 403(B) (#005)$3.6M
Total $27.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • PENCHECKS$24.3M
  • (Not disclosed)$3.6M
Total $27.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MERITAN, INC. 403(B) (#005)398
  • SERVICES RETIREMENT PLAN (#001)274
Total 672Select a row to open it

Benefits portfolio analytics

1 plan / $134K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$87K
  • Other$87K
  • Short-term disability$62K
  • Long-term disability$62K
  • Dental$47K
  • Vision$47K
Total $134K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SENIOR SERVICES RETIREMENT PLAN

Traditional DB

Assets$24.3M
Participants274
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

MERITAN, INC. 403(B) PLAN

403(b)

Assets$3.6M
Participants398
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

MERITAN, INC. WELFARE BENEFITS PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$134K
Covered lives104
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SENIOR SERVICES RETIREMENT PLANTraditional DB$24.3M2742025
#005MERITAN, INC. 403(B) PLAN403(b)$3.6M3982025
  • SENIOR SERVICES RETIREMENT PLAN$24.3M
    #001 · Traditional DB · 2025274
  • MERITAN, INC. 403(B) PLAN$3.6M
    #005 · 403(b) · 2025398

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503MERITAN, INC. WELFARE BENEFITS PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$134K1042025
  • MERITAN, INC. WELFARE BENEFITS PLAN$134K
    #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025104
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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