2023 Form 5500 filing — Monarch Life Insurance Company Savings 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 20241001142941NAL0003375491001) for Monarch Life Insurance Company Savings Plan, reported by Monarch Life Insurance Company under EIN 04-1630650 and plan number 004. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001142941NAL0003375491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monarch Life Insurance Company
- EIN
- 04-1630650
- Plan number
- 004
- Location
- Holyoke, MA
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,745,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,745,484
- Participant contributions
- $360,893
- Total income / additions
- $5,875,141
- Benefits paid
- $3,149,498
- Administrative expenses
- $15,795
- Total expenses
- $3,165,293
- Net increase / (decrease)
- $2,709,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meyers Brothers Kalicka | NONE | $15,000 | not reported in the loaded dataset |