2023 Form 5500 filing — Monument Health, Inc. 403(B) 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 20241009115305NAL0010576547001) for Monument Health, Inc. 403(B) Plan, reported by Monument Health, Inc. under EIN 20-1487506 and plan number 002. It reports 7,828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115305NAL0010576547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monument Health, Inc.
- EIN
- 20-1487506
- Plan number
- 002
- Location
- Rapid City, SD
- Participants
- 7,828
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $300,945,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $300,945,116
- Employer contributions
- $11,745,729
- Participant contributions
- $29,254,708
- Total income / additions
- $91,221,958
- Benefits paid
- $23,699,861
- Administrative expenses
- $310,627
- Total expenses
- $24,061,213
- Net increase / (decrease)
- $67,160,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $145,072 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $102,444 | not reported in the loaded dataset |
| Meketa Investment Group | INVESTMENT ADVISOR | $48,750 | not reported in the loaded dataset |
| Von Briesen & Roper, S.C. | ATTORNEY/LEGAL | $16,091 | not reported in the loaded dataset |