2023 Form 5500 filing — Monongalia Health System Retirement And Savings 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 20241010152252NAL0021337233001) for Monongalia Health System Retirement And Savings Plan, reported by Monongalia Health System, Inc. under EIN 55-0621551 and plan number 003. It reports 3,623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants3.6K3,623
Provider compensation$246.4K2 Schedule C row(s)$246,364
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010152252NAL0021337233001
- Plan sponsor
- Monongalia Health System, Inc.
- EIN
- 55-0621551
- Plan number
- 003
- Location
- Morgantown, WV
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $4,693,547
- Participant contributions
- $10,552,318
- Total income / additions
- $41,125,160
- Benefits paid
- $17,809,184
- Administrative expenses
- $246,364
- Total expenses
- $18,049,724
- Net increase / (decrease)
- $23,075,436
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $219,320 | $0 |
| Empower Advisory Group, LLC | NONE | $27,044 | not reported in the loaded dataset |