2023 Form 5500 filing — Monongalia Health System, Inc. Retirement 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 20241011075632NAL0010713155001) for Monongalia Health System, Inc. Retirement Plan, reported by Monongalia Health System, Inc. under EIN 55-0621551 and plan number 001. It reports 1,307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011075632NAL0010713155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monongalia Health System, Inc.
- EIN
- 55-0621551
- Plan number
- 001
- Location
- Morgantown, WV
- Participants
- 1,307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,978,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,978,583
- Employer contributions
- $1,586,000
- Total income / additions
- $18,012,403
- Benefits paid
- $12,293,858
- Administrative expenses
- $1,201,506
- Total expenses
- $13,495,364
- Net increase / (decrease)
- $4,517,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank | NONE | $204,360 | $0 |
| Mercer (Us) Inc. | NONE | $92,248 | not reported in the loaded dataset |