Monongalia Health System Retirement And Savings 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 Retirement And Savings Plan is a benefit plan reported by Monongalia Health System, Inc. under EIN 55-0621551 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,623 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants3.6KCovered participants reported3,623
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$246.4K2 Schedule C provider row(s)$246,364
- Plan sponsor
- Monongalia Health System, Inc.
- EIN
- 55-0621551
- Plan number
- 003
- Plan type
- 2
- Location
- Morgantown, WV
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,623 | H, C | 20241010152252NAL0021337233001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $135,249,695
Income & contributions
- Employer contributions
- $4,693,547
- Participant contributions
- $10,552,318
- Total contributions
- $16,892,833
- Total income / additions
- $41,125,160
Expenses & distributions
- Benefits paid
- $17,809,184
- Administrative expenses
- $246,364
- Total expenses
- $18,049,724
- Net increase / (decrease)
- $23,075,436
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Benefits paid ÷ total income43%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $219,320 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $27,044 | not reported in the loaded dataset | 2023 |