Monarch Life Insurance Company Savings Plan — Form 5500 plan (Monarch Life Insurance Company)
Plain-English plan 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, Monarch Life Insurance Company Savings Plan is a benefit plan reported by Monarch Life Insurance Company under EIN 04-1630650 and plan number 004. The latest loaded filing year is 2023. The filing reports 119 participants and $39,745,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monarch Life Insurance Company
- EIN
- 04-1630650
- Plan number
- 004
- Plan type
- 2
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $39,745,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241001142941NAL0003375491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,745,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,745,484
- Net assets (BOY)
- $37,035,636
Income & contributions
- Participant contributions
- $360,893
- Total contributions
- $360,893
- Total income / additions
- $5,875,141
Expenses & distributions
- Benefits paid
- $3,149,498
- Administrative expenses
- $15,795
- Total expenses
- $3,165,293
- Net increase / (decrease)
- $2,709,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meyers Brothers Kalicka | NONE | $15,000 | not reported in the loaded dataset | 2023 |