Civic Intelligence

Moneta Group LLC Employee Benefits Plan Trust

EIN 61-6555965 • 501(c)9 • St Louis, MO

Profile

To provide medical, dental and other welfare benefits for the exclusive benefit of eligible moneta group employees and their dependents.

190 Carondelet Plaza 1200St Louis, MO 63105

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.01x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

66th percentile

8.0%

Higher net margin than 66% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

8.1%

Faster revenue growth than 58% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$3,957,216

Up $537,041 (+16%) from 2023

Liabilities

Up

$83,697

Up $31,113 (+59%) from 2023

Net Assets

Up

$3,873,519

Up $505,928 (+15%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin66th percentile

Revenue

Up

$6,335,077

Up $472,297 (+8.1%) from 2023

Expenses

Up

$5,829,149

Up $674,659 (+13%) from 2023

Net Income

Down

$505,928

Down $202,362 (-29%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $326,868Liabilities 2016: $30,145Net Assets 2016: $296,7232016Assets 2017: $537,602Liabilities 2017: $0Net Assets 2017: $537,6022017Assets 2018: $995,206Liabilities 2018: $1,283Net Assets 2018: $993,9232018Assets 2019: $1,287,305Liabilities 2019: $6,067Net Assets 2019: $1,281,2382019Assets 2020: $1,987,313Liabilities 2020: $0Net Assets 2020: $1,987,3132020Assets 2021: $2,011,341Liabilities 2021: $0Net Assets 2021: $2,011,3412021Assets 2022: $2,724,571Liabilities 2022: $65,270Net Assets 2022: $2,659,3012022Assets 2023: $3,420,175Liabilities 2023: $52,584Net Assets 2023: $3,367,5912023Assets 2024: $3,957,216Liabilities 2024: $83,697Net Assets 2024: $3,873,5192024

Highlighted filing

2024

Assets$3,957,216
Liabilities$83,697
Net Assets$3,873,519
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2016: $2,478,090Expenses 2016: $2,181,367Net Income 2016: $296,7232016Revenue 2017: $2,754,310Expenses 2017: $2,513,431Net Income 2017: $240,8792017Revenue 2018: $3,191,768Expenses 2018: $2,735,447Net Income 2018: $456,3212018Revenue 2019: $3,592,882Expenses 2019: $3,305,567Net Income 2019: $287,3152019Revenue 2020: $4,023,582Expenses 2020: $3,317,507Net Income 2020: $706,0752020Revenue 2021: $4,678,255Expenses 2021: $4,654,227Net Income 2021: $24,0282021Revenue 2022: $5,409,998Expenses 2022: $4,762,038Net Income 2022: $647,9602022Revenue 2023: $5,862,780Expenses 2023: $5,154,490Net Income 2023: $708,2902023Revenue 2024: $6,335,077Expenses 2024: $5,829,149Net Income 2024: $505,9282024

Highlighted filing

2024

Revenue$6,335,077
Expenses$5,829,149
Net Income$505,928
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,957,216
Liabilities
$83,697
Net assets
$3,873,519
Revenue
$6,335,077
Expenses
$5,829,149
Net income
$505,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.08$3.87$6.34$5.83$0.51
2023Summary only. Only limited summary data is available for this year.$3.42$0.05$3.37$5.86$5.15$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.07$2.66$5.41$4.76$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$4.68$4.65$0.02
2020Summary only. Only limited summary data is available for this year.$1.99$0.00$1.99$4.02$3.32$0.71
2019Summary only. Only limited summary data is available for this year.$1.29$0.01$1.28$3.59$3.31$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$0.99$3.19$2.74$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$2.75$2.51$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.03$0.30$2.48$2.18$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$6,335,077
Mission and Program Overview

Mission

To provide medical, dental and other welfare benefits for the exclusive benefit of eligible moneta group employees and their dependents.

To fund health benefits and welfare benefits for employees of moneta group.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,367,591$3,873,519▲ $505,928
Cash and Non-Interest-Bearing Accounts$1,669,765$2,331,519▲ $661,754
Accounts Receivable$1,712,149$1,564,426▼ $147,723
Prepaid Expenses and Deferred Charges$38,261$61,271▲ $23,010
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,420,175$3,957,216▲ $537,041
Liabilities
Accounts Payable and Accrued Expenses$52,584$83,697▲ $31,113
Total Liabilities$52,584$83,697▲ $31,113
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,367,591$3,873,519▲ $505,928
Total Liabilities and Net Assets / Fund Balance$3,420,175$3,957,216▲ $537,041
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bethany WilkinsonTrustee
Eric LequiaTrustee
Keith BowlesTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare Insurance CompanyContract Administration1 HEALTH DRIVE, Eden Prairie, MN 55344$279,598
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,335,077
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$505,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,335,077
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,335,077
Total Revenue per Form 990
$6,335,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$344,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,484,688
Fees for Services Other---$279,598
Fees for Services Legal---$42,865
Fees for Services Accounting---$21,998
Total Functional Expenses$0$0$0$5,829,149

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,829,149
Total Expenses per Audited Statements$5,829,149
Total Expenses per Form 990$5,829,149
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared on the basis of the audited financial statements and information provided by the trustees. A copy of the form 990 is provided to the trustees prior to filing with the irs.”

Form 990, Part VI, Section B, Line 15

“The veba does not compensate a ceo, executive director or top management official. Trust administration is carried out by uncompensated trustees.”

Form 990, Part VI, Section C, Line 19

“Summary annual reports are provided to participants. Plan documents and annual reports are available upon request.”

Filing and Contact Details

Filer

Filer Name
Moneta Group LLC Employee
EIN
61-6555965
Phone
3142443329
Address
190 CARONDELET PLAZA 1200, ST LOUIS, MO 63105

Signing Officer

Name
Bethany Wilkinson
Title
Trustee
Phone
3142443329
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bethany Wilkinson
Formed
2016
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Armanino Advisory LLC
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Jennifer M Vacha
Phone
3149831200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exception letter from the irs dated august 4, 2016, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code ("irc"). In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the state and federal taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix300 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND HEALTH BENEFITS AND WELFARE BENEFITS FOR EMPLOYEES OF MONETA GROUP.
IRS990/AddressChangeInd0X
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 CARONDELET PLAZA SUITE 1200
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IRS990/CollectionsOfArtInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVISION OF HEALTH AND WELFARE EXPENSES FOR 524 PARTICIPANTS AND THEIR DEPENDENTS, AS WELL AS ADMINISTRATIVE EXPENSES.
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IRS990/FeesForServicesAccountingGrp/TotalAmt021998
IRS990/FeesForServicesLegalGrp/TotalAmt042865
IRS990/FeesForServicesOtherGrp/TotalAmt0279598
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.15
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IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC LEQUIA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06335077
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE MONETA GROUP EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt03873519
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXCEPTION LETTER FROM THE IRS DATED AUGUST 4, 2016, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE STATE AND FEDERAL TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED ON THE BASIS OF THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE TRUSTEES. A COPY OF THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE VEBA DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL. TRUST ADMINISTRATION IS CARRIED OUT BY UNCOMPENSATED TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUMMARY ANNUAL REPORTS ARE PROVIDED TO PARTICIPANTS. PLAN DOCUMENTS AND ANNUAL REPORTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03142443329
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONETA GROUP LLC EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 CITYPLACE DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M VACHA
ReturnHeader/ReturnTs02025-10-24T11:52:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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