2023 Form 5500 filing — Morningstar Senior Management, LLC Welfare Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240408174919NAL0011888131001) for Morningstar Senior Management, LLC Welfare Benefit Plan, reported by Morningstar Senior Management, LLC under EIN 20-3561128 and plan number 510. It reports 1,888 participants. Attached schedule details are not reported in the loaded dataset.
Filing snapshot
- EFAST2 acknowledgement
- 20240408174919NAL0011888131001
- Plan sponsor
- Morningstar Senior Management, LLC
- EIN
- 20-3561128
- Plan number
- 510
- Location
- Denver, CO
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.