Newport Healthcare 401(K) Plan — Form 5500 plan (Monroe Operations, LLC)
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, Newport Healthcare 401(K) Plan is a benefit plan reported by Monroe Operations, LLC under EIN 26-0605517 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,113 participants and $14,369,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monroe Operations, LLC
- EIN
- 26-0605517
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 2,113
- End-of-year plan assets
- $14,369,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,113 | H, C | 20241002093849NAL0008095265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,369,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,369,256
- Net assets (BOY)
- $8,227,276
Income & contributions
- Employer contributions
- $552,397
- Participant contributions
- $3,737,546
- Total contributions
- $5,901,549
- Total income / additions
- $7,755,406
Expenses & distributions
- Benefits paid
- $1,272,503
- Administrative expenses
- $155,269
- Total expenses
- $1,613,426
- Net increase / (decrease)
- $6,141,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $95,754 | $0 | 2023 |
| Access Retirement Services LLC | CONTRACT ADMIN | $47,572 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $2,079 | $22,977 | 2023 |
| Raymond James Financial Services | BROKER/ADVISOR | $0 | $22,977 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monroe Operations, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Empower Annuity Insurance Company O — Schedule C compensation
- Access Retirement Services LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation