Monument Health, Inc. Pension Plan
Sponsored by Monument Health, Inc. · EIN 201487506 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 2,459
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Brandywine Asset Management, Inc CRD 307564 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $339,267 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan | $130,000 |
| Von Briesen | Legal, Direct payment from the plan | $61,299 |
| Us Bank National Association | Trustee (institutional), Direct payment from the plan, Float revenue | $36,402 |
| State Street Global Trust | Investment advisory (plan), Direct payment from the plan | $10,329 |
| Brandywine Asset Management | Investment advisory (plan), Direct payment from the plan | $9,616 |