2023 Form 5500 filing — Mony Life Retirement Income Security Plan For Employees
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 20241008112830NAL0009590851001) for Mony Life Retirement Income Security Plan For Employees, reported by Equitable Holdings, Inc under EIN 90-0226248 and plan number 001. It reports 2,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112830NAL0009590851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equitable Holdings, Inc
- EIN
- 90-0226248
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 2,403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,026,222
- Total liabilities (EOY)
- $4,388,915
- Net assets (EOY)
- $205,637,307
- Total income / additions
- $14,077,334
- Benefits paid
- $18,260,701
- Administrative expenses
- $1,200,668
- Total expenses
- $19,461,369
- Net increase / (decrease)
- -$5,384,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $452,975 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $305,115 | not reported in the loaded dataset |
| Equitable | NONE | $89,466 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $74,000 | not reported in the loaded dataset |
| Alight Solutions | NONE | $22,416 | not reported in the loaded dataset |
| Northern Trust | NONE | $19,138 | not reported in the loaded dataset |