Mission
TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE MONETA GROUP EMPLOYEES AND THEIR DEPENDENTS.
Public Charity
MONETA GROUP LLC EMPLOYEE BENEFITS PLAN TRUST
MONETA GROUP LLC EMPLOYEE BENEFITS PLAN TRUST is a Public Charity headquartered in ST LOUIS, MO. Financial data from the 2024 filing: $6.3M revenue, $5.8M expenses, $4.0M total assets.
EIN: 616555965
ST LOUIS, MO
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$6.3M
Total Expenses$5.8M
Total Assets$4.0M
Grant Records0
Filing Years2019–2024
Where $100 goes at Moneta Group LLC Employee Benefits Plan Trust
How Moneta Group LLC Employee Benefits Plan Trust divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$91
Programs
the work itself
$9
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $91 for programs
$91
Provision of health and welfare expenses for 524 participants and their dependents, as well as administrative expenses
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Bethany Wilkinson
TRUSTEE
Eric Lequia
TRUSTEE
Keith Bowles
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $6.3M | $5.8M | $4.0M |
| 2023 | $5.9M | $5.2M | $3.4M |
| 2022 | $5.4M | $4.8M | $2.7M |
| 2020 | $4.0M | $3.3M | $2.0M |
| 2019 | $3.6M | $3.3M | $1.3M |
Between 2019 and 2024, reported annual revenue grew from $3.6M to $6.3M (+76%), with total assets most recently reported at $4.0M.
Interactive year-over-year charts and full filing details available with membership.