Back to filter
Original filing (PDF)20260115100736NAL0018540512001
MONARCH
Form 5500
FILING_RECEIVED
MONARCH EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
608
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONARCH.
Plan sponsor
Name
MONARCH
EIN
56-1922385
Address
350 PEE DEE AVE STE A · ALBEMARLE, NC · 280014932
Phone
(704) 986-1500
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-15
Welfare benefit codes
4A · Health (other than dental or vision)
4Q · Other
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEY BENEFIT ADMINISTRATORS, INC | 35-1450364 | — | NONE | $235K | — |
| AMERICAN HEALTH DATA INSTITURE | 35-2048379 | — | NONE | $89K | — |
| MEDCOST | 56-1999192 | — | NONE | $48K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using KEY BENEFIT ADMINISTRATORS, INC
SNIDER-BLAKE BUSINESS SERVICES, INC
SNIDER-BLAKE BUSINESS SERVICES
— · 144 participants
ANDERSON REGIONAL MEDICAL CENTER
ANDERSON REGIONAL MEDICAL CENTER HEALTH BENEFIT PLAN
— · 749 participants
NATIONAL STORAGE AFFILIATES
SECURCARE MANAGEMENT EMPLOYEE BENEFITS PLAN
— · 200 participants
LEE FP, INC. DBA CYPRESS LIVING
LEE FP, INC. DBA CYPRESS LIVING EMPLOYEE WELFARE BENEFITS PLAN.
— · 359 participants
EVERISE, INC.
EVERISE, INC. EMPLOYEE BENEFITS PLAN
— · 5,508 participants
BRUCETON FARM SERVICE, INC.
BRUCETON FARM SERVICE EMPLOYEE WELFARE PLAN
— · 240 participants
Similar-size Health Care & Social Assistance plans
THREE BEAUTIFUL LIVES INC
THREE BEAUTIFUL LIVES INC MEDOVA LIFESTYLE HEALTH PLAN
$0
JOB'S HOUSE OF PROSPERITY LLC
JOB'S HOUSE OF PROSPERITY 401(K) PLAN
$0
CORPORATION OF GUARDIANSHIP
CORPORATION OF GUARDIANSHIP 403(B) PLAN
$0
SERVANT MANOR INC
SERVANT MANOR INC 401(K) PROFIT SHARING PLAN & TRUST
$0
MOSAIC AUTISM SERVICES, LLC
MOSAIC AUTISM SERVICES 401(K) PLAN
$0 · 13 participants
CHANGES RECOVERY COUNSELING LLC
CHANGES RECOVERY COUNSELING LLC 401(K)
$0
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants