Plan5500

Hospice Of The Valley — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hospice Of The Valley (EIN 86-0338886) is a plan sponsor located in Phoenix, AZ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
86-0338886
Location
Phoenix, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hospice Of The Valley

  • 2 loaded plans hold $113M in reported assets.
  • The largest, Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated), holds 100% of this company's reported plan assets.
  • Plans cover 3,218 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$113MSummed across loaded plans$112,962,138
Total reported assets$113M$112,962,138
Total reported participants3.2K3,218
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$113M total assets
Net assets$113MLiabilities—
Contributions & income
Employer contributions$2.2M
Participant contributions$8M
Total income / additions$26.3M
Expenses & distributions
Benefits paid / distributions$9.2M
Total expenses$9.4M
Net increase / (decrease)$17M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated)
Participants per plan1,609Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated)$113M
    Plan #003 · 1,924 participants · 2023
  2. 2
    Hospice Of The Valley Employee Benefit Plannot reported in the loaded dataset
    Plan #505 · 1,294 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hospice Of The Valley. Open one for its full reported snapshot.

  1. 2023
    Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated)1,924 participants · 2Sch HSch C
    View filing →
  2. 2023
    Hospice Of The Valley Employee Benefit Plan1,294 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hospice Of The Valley report on Form 5500?
Hospice Of The Valley (EIN 86-0338886) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hospice Of The Valley?
The Employer Identification Number (EIN) reported for Hospice Of The Valley is 86-0338886.
What is the latest Form 5500 filing year for Hospice Of The Valley?
The latest loaded Form 5500 filing year for Hospice Of The Valley is 2023.

Related Form 5500 pages