Monument Health, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by Monument Health, Inc. under EIN 20-1487506 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,828 participants and $300,945,116 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
- 002
- Plan type
- 2
- Location
- Rapid City, SD
- Latest filing year
- 2023
- Participants
- 7,828
- End-of-year plan assets
- $300,945,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,828 | H, C | 20241009115305NAL0010576547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $300,945,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $300,945,116
- Net assets (BOY)
- $233,784,371
Income & contributions
- Employer contributions
- $11,745,729
- Participant contributions
- $29,254,708
- Total contributions
- $44,472,926
- Total income / additions
- $91,221,958
Expenses & distributions
- Benefits paid
- $23,699,861
- Administrative expenses
- $310,627
- Total expenses
- $24,061,213
- Net increase / (decrease)
- $67,160,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $145,072 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $102,444 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | INVESTMENT ADVISOR | $48,750 | not reported in the loaded dataset | 2023 |
| Von Briesen & Roper, S.C. | ATTORNEY/LEGAL | $16,091 | 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
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Von Briesen & Roper, S.C. — Schedule C compensation