Monument Health, Inc. Pension Plan — Form 5500 plan (Monument Health, 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, Monument Health, Inc. Pension Plan is a benefit plan reported by Monument Health, Inc. under EIN 20-1487506 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,635 participants and $106,098,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monument Health, Inc.
- EIN
- 20-1487506
- Plan number
- 001
- Plan type
- 2
- Location
- Rapid City, SD
- Latest filing year
- 2023
- Participants
- 4,635
- End-of-year plan assets
- $106,098,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,635 | H, C | 20241015162411NAL0015075107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,098,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,098,481
- Net assets (BOY)
- $99,154,347
Income & contributions
- Employer contributions
- $8,000,000
- Total contributions
- $8,000,000
- Total income / additions
- $17,263,380
Expenses & distributions
- Benefits paid
- $9,003,997
- Administrative expenses
- $1,315,249
- Total expenses
- $10,319,246
- Net increase / (decrease)
- $6,944,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $210,594 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | TRUSTEE | $39,439 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $14,549 | not reported in the loaded dataset | 2023 |
| Alliancebernstein Lp | NONE | $9,111 | not reported in the loaded dataset | 2023 |
| Scout Investments, Inc. | NONE | $7,208 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monument Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Rapid City, SD
- Willis Towers Watson Us LLC — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Scout Investments, Inc. — Schedule C compensation