Monongalia Health System, Inc. Retirement Plan — Form 5500 plan (Monongalia Health System, Inc.)

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, Monongalia Health System, Inc. Retirement Plan is a benefit plan reported by Monongalia Health System, Inc. under EIN 55-0621551 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,307 participants and $175,978,583 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monongalia Health System, Inc.
EIN
55-0621551
Plan number
001
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
1,307
End-of-year plan assets
$175,978,583

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,307H, C20241011075632NAL0010713155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$175,978,583
Total liabilities (EOY)
$0
Net assets (EOY)
$175,978,583
Net assets (BOY)
$171,461,544

Income & contributions

Employer contributions
$1,586,000
Total contributions
$1,586,000
Total income / additions
$18,012,403

Expenses & distributions

Benefits paid
$12,293,858
Administrative expenses
$1,201,506
Total expenses
$13,495,364
Net increase / (decrease)
$4,517,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc BankNONE$204,360$02023
Mercer (Us) Inc.NONE$92,248not reported in the loaded dataset2023

Related Form 5500 pages