Mony Life Retirement Income Security Plan For Employees — Form 5500 plan (Equitable Holdings, 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, Mony Life Retirement Income Security Plan For Employees is a benefit plan reported by Equitable Holdings, Inc under EIN 90-0226248 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,403 participants and $210,026,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equitable Holdings, Inc
- EIN
- 90-0226248
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 2,403
- End-of-year plan assets
- $210,026,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,403 | H, C | 20241008112830NAL0009590851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,026,222
- Total liabilities (EOY)
- $4,388,915
- Net assets (EOY)
- $205,637,307
- Net assets (BOY)
- $211,021,342
Income & contributions
- Total contributions
- $0
- Total income / additions
- $14,077,334
Expenses & distributions
- Benefits paid
- $18,260,701
- Administrative expenses
- $1,200,668
- Total expenses
- $19,461,369
- Net increase / (decrease)
- -$5,384,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $452,975 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $305,115 | not reported in the loaded dataset | 2023 |
| Equitable | NONE | $89,466 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $74,000 | not reported in the loaded dataset | 2023 |
| Alight Solutions | NONE | $22,416 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $19,138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equitable Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Morgan Stanley — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Equitable — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Northern Trust — Schedule C compensation