2023 Form 5500 filing — Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926105206NAL0000646913001) for Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital, reported by Valley Presbyterian Hospital under EIN 95-1945832 and plan number 003. It reports 2,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926105206NAL0000646913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Presbyterian Hospital
- EIN
- 95-1945832
- Plan number
- 003
- Location
- Van Nuys, CA
- Participants
- 2,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,704,363
- Net assets (EOY)
- $77,704,363
- Participant contributions
- $6,910,739
- Total income / additions
- $18,914,818
- Benefits paid
- $6,132,149
- Administrative expenses
- $220,357
- Total expenses
- $6,451,808
- Net increase / (decrease)
- $12,463,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $94,421 | $0 |
| Morgan Stanley Global Banking | CONSULTING | $46,399 | not reported in the loaded dataset |
| Mutual Of America Life Ins. Co. | RECORD KEEPER | $3,986 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |