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, Monarch 403(B) Plan is a benefit plan reported by Monarch under EIN 56-1326126 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,024 participants and $11,915,073 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,915,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,915,073
- Net assets (BOY)
- $11,167,937
Income & contributions
- Participant contributions
- $1,379,629
- Total contributions
- $1,386,359
- Total income / additions
- $3,109,260
Expenses & distributions
- Benefits paid
- $2,335,639
- Administrative expenses
- $26,485
- Total expenses
- $2,362,124
- Net increase / (decrease)
- $747,136