Civic Intelligence

Morningstar Senior Management LLC

Plan context: Morningstar Senior Living Retirement Plan

EIN 20-3561128 • Littleton, CO • 40 filings • 8 plans

5344 S Kipling ParkwayLittleton, CO 80127
Current Snapshot

Latest Year

2025

2025 Participants

2,344

2025 Assets

$6,294,635

2025 Contributions

$2,025,660

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,294,635$3,147,318$0200720162024YearValue
$6,294,635Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2,6421,3210200720162025YearValue
2,344Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202512,344$0$0-
Morningstar Senior Management LLC Welfare Benefit Plan-2,344---
202422,317$6,294,635$2,025,660$874iApproximate average salary by contribution assumption: employee only about $21,856 at 4% or $14,571 at 6%; with 50% employer match about $14,571 at 4% or $9,714 at 6%; with 100% employer match about $10,928 at 4% or $7,285 at 6%.
Morningstar Senior Living Retirement Plan-2,309$6,294,635$2,025,660$877iApproximate average salary by contribution assumption: employee only about $21,932 at 4% or $14,621 at 6%; with 50% employer match about $14,621 at 4% or $9,748 at 6%; with 100% employer match about $10,966 at 4% or $7,311 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-2,317---
202322,642$4,562,040$1,788,121$677iApproximate average salary by contribution assumption: employee only about $16,920 at 4% or $11,280 at 6%; with 50% employer match about $11,280 at 4% or $7,520 at 6%; with 100% employer match about $8,460 at 4% or $5,640 at 6%.
Morningstar Senior Living Retirement Plan-2,642$4,562,040$1,788,121$677iApproximate average salary by contribution assumption: employee only about $16,920 at 4% or $11,280 at 6%; with 50% employer match about $11,280 at 4% or $7,520 at 6%; with 100% employer match about $8,460 at 4% or $5,640 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-1,988---
202221,888$2,699,050$1,591,018$843iApproximate average salary by contribution assumption: employee only about $21,068 at 4% or $14,045 at 6%; with 50% employer match about $14,045 at 4% or $9,363 at 6%; with 100% employer match about $10,534 at 4% or $7,023 at 6%.
Morningstar Senior Living Retirement Plan-1,596$2,699,050$1,591,018$997iApproximate average salary by contribution assumption: employee only about $24,922 at 4% or $16,615 at 6%; with 50% employer match about $16,615 at 4% or $11,076 at 6%; with 100% employer match about $12,461 at 4% or $8,307 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-1,888---
202121,773$2,160,340$856,556$483iApproximate average salary by contribution assumption: employee only about $12,078 at 4% or $8,052 at 6%; with 50% employer match about $8,052 at 4% or $5,368 at 6%; with 100% employer match about $6,039 at 4% or $4,026 at 6%.
Morningstar Senior Living Retirement Plan-1,384$2,160,340$856,556$619iApproximate average salary by contribution assumption: employee only about $15,472 at 4% or $10,315 at 6%; with 50% employer match about $10,315 at 4% or $6,877 at 6%; with 100% employer match about $7,736 at 4% or $5,157 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-1,773---
202021,531$1,577,872$481,430$314iApproximate average salary by contribution assumption: employee only about $7,861 at 4% or $5,241 at 6%; with 50% employer match about $5,241 at 4% or $3,494 at 6%; with 100% employer match about $3,931 at 4% or $2,620 at 6%.
Morningstar Senior Living Retirement Plan-1,327$1,577,872$481,430$363iApproximate average salary by contribution assumption: employee only about $9,070 at 4% or $6,047 at 6%; with 50% employer match about $6,047 at 4% or $4,031 at 6%; with 100% employer match about $4,535 at 4% or $3,023 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-1,531---
201921,208$1,158,883$321,270$266iApproximate average salary by contribution assumption: employee only about $6,649 at 4% or $4,433 at 6%; with 50% employer match about $4,433 at 4% or $2,955 at 6%; with 100% employer match about $3,324 at 4% or $2,216 at 6%.
Morningstar Senior Living Retirement Plan-1,208$1,158,883$321,270$266iApproximate average salary by contribution assumption: employee only about $6,649 at 4% or $4,433 at 6%; with 50% employer match about $4,433 at 4% or $2,955 at 6%; with 100% employer match about $3,324 at 4% or $2,216 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-485---
20182900$942,280$261,807$291iApproximate average salary by contribution assumption: employee only about $7,272 at 4% or $4,848 at 6%; with 50% employer match about $4,848 at 4% or $3,232 at 6%; with 100% employer match about $3,636 at 4% or $2,424 at 6%.
Morningstar Senior Living Retirement Plan-859$942,280$261,807$305iApproximate average salary by contribution assumption: employee only about $7,620 at 4% or $5,080 at 6%; with 50% employer match about $5,080 at 4% or $3,386 at 6%; with 100% employer match about $3,810 at 4% or $2,540 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-900---
201721,228$837,219$256,017$208iApproximate average salary by contribution assumption: employee only about $5,212 at 4% or $3,475 at 6%; with 50% employer match about $3,475 at 4% or $2,316 at 6%; with 100% employer match about $2,606 at 4% or $1,737 at 6%.
Morningstar Senior Living Retirement Plan-1,228$837,219$256,017$208iApproximate average salary by contribution assumption: employee only about $5,212 at 4% or $3,475 at 6%; with 50% employer match about $3,475 at 4% or $2,316 at 6%; with 100% employer match about $2,606 at 4% or $1,737 at 6%.
Morningstar Senior Management LLC Welfare Benefit Plan-900---
201651,036$606,710$207,650$200iApproximate average salary by contribution assumption: employee only about $5,011 at 4% or $3,341 at 6%; with 50% employer match about $3,341 at 4% or $2,227 at 6%; with 100% employer match about $2,505 at 4% or $1,670 at 6%.
Morningstar Senior Living Retirement Plan-1,036$606,710$207,650$200iApproximate average salary by contribution assumption: employee only about $5,011 at 4% or $3,341 at 6%; with 50% employer match about $3,341 at 4% or $2,227 at 6%; with 100% employer match about $2,505 at 4% or $1,670 at 6%.
Morningstar Senior Management LLC Health and Welfare Benefit Plan-0---
Morningstar Senior Management Welfare Plan-0---
Morningstar Senior Management Welfare Plan-0---
Morningstar Senior Management Welfare Plan-0---
20154595$476,052$130,368$219iApproximate average salary by contribution assumption: employee only about $5,478 at 4% or $3,652 at 6%; with 50% employer match about $3,652 at 4% or $2,435 at 6%; with 100% employer match about $2,739 at 4% or $1,826 at 6%.
Morningstar Senior Living Retirement Plan-595$476,052$130,368$219iApproximate average salary by contribution assumption: employee only about $5,478 at 4% or $3,652 at 6%; with 50% employer match about $3,652 at 4% or $2,435 at 6%; with 100% employer match about $2,739 at 4% or $1,826 at 6%.
Morningstar Senior Management Welfare Plan-165---
Morningstar Senior Management Welfare Plan-133---
Morningstar Senior Management LLC Health and Welfare Benefit Plan-215---
20142583$367,585$46,558$80iApproximate average salary by contribution assumption: employee only about $1,996 at 4% or $1,331 at 6%; with 50% employer match about $1,331 at 4% or $887 at 6%; with 100% employer match about $998 at 4% or $665 at 6%.
Morningstar Senior Living Retirement Plan-583$367,585$46,558$80iApproximate average salary by contribution assumption: employee only about $1,996 at 4% or $1,331 at 6%; with 50% employer match about $1,331 at 4% or $887 at 6%; with 100% employer match about $998 at 4% or $665 at 6%.
Morningstar Senior Management LLC Health and Welfare Benefit Plan-144---
20132314$366,400$54,579$174iApproximate average salary by contribution assumption: employee only about $4,345 at 4% or $2,897 at 6%; with 50% employer match about $2,897 at 4% or $1,931 at 6%; with 100% employer match about $2,173 at 4% or $1,448 at 6%.
Morningstar Senior Living Retirement Plan-314$366,400$54,579$174iApproximate average salary by contribution assumption: employee only about $4,345 at 4% or $2,897 at 6%; with 50% employer match about $2,897 at 4% or $1,931 at 6%; with 100% employer match about $2,173 at 4% or $1,448 at 6%.
Morningstar Senior Management LLC Health and Welfare Benefit Plan-132---
20122272$312,299$58,084$214iApproximate average salary by contribution assumption: employee only about $5,339 at 4% or $3,559 at 6%; with 50% employer match about $3,559 at 4% or $2,373 at 6%; with 100% employer match about $2,669 at 4% or $1,780 at 6%.
Morningstar Senior Living Retirement Plan-272$312,299$58,084$214iApproximate average salary by contribution assumption: employee only about $5,339 at 4% or $3,559 at 6%; with 50% employer match about $3,559 at 4% or $2,373 at 6%; with 100% employer match about $2,669 at 4% or $1,780 at 6%.
Morningstar Senior Management LLC Health and Welfare Benefit Plan-121---
20112246$234,916$63,871$260iApproximate average salary by contribution assumption: employee only about $6,491 at 4% or $4,327 at 6%; with 50% employer match about $4,327 at 4% or $2,885 at 6%; with 100% employer match about $3,245 at 4% or $2,164 at 6%.
Morningstar Senior Living Retirement Plan-246$234,916$63,871$260iApproximate average salary by contribution assumption: employee only about $6,491 at 4% or $4,327 at 6%; with 50% employer match about $4,327 at 4% or $2,885 at 6%; with 100% employer match about $3,245 at 4% or $2,164 at 6%.
Morningstar Senior Management LLC Health and Welfare Benefit Plan-114---
20102265$192,320$71,320$269iApproximate average salary by contribution assumption: employee only about $6,728 at 4% or $4,486 at 6%; with 50% employer match about $4,486 at 4% or $2,990 at 6%; with 100% employer match about $3,364 at 4% or $2,243 at 6%.
Morningstar Senior Living Retirement Plan-265$192,320$71,320$269iApproximate average salary by contribution assumption: employee only about $6,728 at 4% or $4,486 at 6%; with 50% employer match about $4,486 at 4% or $2,990 at 6%; with 100% employer match about $3,364 at 4% or $2,243 at 6%.
Morningstar Senior Management LLC Health and Welfare Benefit Plan-96---
20092218$125,663$49,421$227iApproximate average salary by contribution assumption: employee only about $5,668 at 4% or $3,778 at 6%; with 50% employer match about $3,778 at 4% or $2,519 at 6%; with 100% employer match about $2,834 at 4% or $1,889 at 6%.
Morningstar Senior Living Retirement Plan-218$125,663$49,421$227iApproximate average salary by contribution assumption: employee only about $5,668 at 4% or $3,778 at 6%; with 50% employer match about $3,778 at 4% or $2,519 at 6%; with 100% employer match about $2,834 at 4% or $1,889 at 6%.
Morningstar Senior Management LLC Health and Welfare Benefit Plan-122---
20081170$62,510$71,354$420iApproximate average salary by contribution assumption: employee only about $10,493 at 4% or $6,995 at 6%; with 50% employer match about $6,995 at 4% or $4,664 at 6%; with 100% employer match about $5,247 at 4% or $3,498 at 6%.
Morningstar Senior Living Retirement Plan-170$62,510$71,354$420iApproximate average salary by contribution assumption: employee only about $10,493 at 4% or $6,995 at 6%; with 50% employer match about $6,995 at 4% or $4,664 at 6%; with 100% employer match about $5,247 at 4% or $3,498 at 6%.
20071146$51,372$55,219$378iApproximate average salary by contribution assumption: employee only about $9,455 at 4% or $6,304 at 6%; with 50% employer match about $6,304 at 4% or $4,202 at 6%; with 100% employer match about $4,728 at 4% or $3,152 at 6%.
Morningstar Senior Living Retirement Plan-146$51,372$55,219$378iApproximate average salary by contribution assumption: employee only about $9,455 at 4% or $6,304 at 6%; with 50% employer match about $6,304 at 4% or $4,202 at 6%; with 100% employer match about $4,728 at 4% or $3,152 at 6%.