2023 Form 5500 filing — Monument Health, Inc. Pension 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 20241015162411NAL0015075107001) for Monument Health, Inc. Pension Plan, reported by Monument Health, Inc. under EIN 20-1487506 and plan number 001. It reports 4,635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162411NAL0015075107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monument Health, Inc.
- EIN
- 20-1487506
- Plan number
- 001
- Location
- Rapid City, SD
- Participants
- 4,635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,098,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,098,481
- Employer contributions
- $8,000,000
- Total income / additions
- $17,263,380
- Benefits paid
- $9,003,997
- Administrative expenses
- $1,315,249
- Total expenses
- $10,319,246
- Net increase / (decrease)
- $6,944,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $210,594 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $130,000 | not reported in the loaded dataset |
| Us Bank National Association | TRUSTEE | $39,439 | $0 |
| State Street Global Advisors Trust | NONE | $14,549 | not reported in the loaded dataset |
| Alliancebernstein Lp | NONE | $9,111 | not reported in the loaded dataset |
| Scout Investments, Inc. | NONE | $7,208 | not reported in the loaded dataset |