What public Form 5500 filings show about the Morningstar Senior Living, Inc. 401(k) plan — and how to find and check your own account.
Morningstar Senior Living, Inc. (EIN 22-2717623) reports MORNINGSTAR SENIOR LIVING 401(K) PLAN on its most recent Form 5500, with $8.3M in plan assets across 370 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Morningstar Senior Living, Inc. filing — schedules, fees, and providers.
Morningstar Senior Living, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Morningstar Senior Living, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONNECTCARE3, UNIMERICA INSURANCE, HIGHMARK, RAYMOND JAMES FSA 338 FEE, PARAGON ALLIANCE GROUP, LR WEBBER ASSOCIATES.
