Plan Snapshot
- Plan Sponsor: Moneta Group LLC
- Sponsor EIN: 201903821
- Sponsor Address: 100 SOUTH BRENTWOOD, CLAYTON, MO, 63105
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 516
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 516 | $4.0M | $3.8M | $2.5M |
| 2023 | 489 | $3.4M | $3.5M | $2.3M |
| 2022 | 354 | $2.7M | $3.3M | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $284,167 | — | $284,167 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $284,167
- Estimated Expense Ratio: 7.181% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,319,638 | — | $279,598 | $21,998 | — |
| 2023 | $327,040 | — | $261,933 | $19,425 | — |
| 2022 | $395,881 | — | — | — | — |