# Moneta Group LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/moneta-group-llc-201903821-501

> Moneta Group LLC's Health & Welfare plan: 516 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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