2023 Form 5500 filing — Valley Children'S Hospital Defined Contribution Retirement Plan
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 20241002122427NAL0004003843007) for Valley Children'S Hospital Defined Contribution Retirement Plan, reported by Valley Children'S Hospital under EIN 94-1294954 and plan number 002. It reports 4,849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002122427NAL0004003843007
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Children'S Hospital
- EIN
- 94-1294954
- Plan number
- 002
- Location
- Madera, CA
- Participants
- 4,849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $550,230,744
- Net assets (EOY)
- $550,230,744
- Employer contributions
- $17,166,699
- Participant contributions
- $21,781,088
- Total income / additions
- $111,471,383
- Benefits paid
- $39,776,611
- Administrative expenses
- $494,510
- Total expenses
- $40,504,155
- Net increase / (decrease)
- $70,967,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $366,997 | $0 |
| Mercer Investments LLC | ADVISOR | $51,218 | not reported in the loaded dataset |
| Moss Adams, Llp | AUDITOR | $26,775 | not reported in the loaded dataset |
| Trucker Huss | LEGAL | $12,263 | not reported in the loaded dataset |
| Regency Investment Advisors | INVESTMENT ADVISOR | $11,471 | not reported in the loaded dataset |
| Tcg Advisory Services LLC | INVESTMENT ADVISORY | $10,666 | not reported in the loaded dataset |
| Pathways Advisory Group Inc | INVESTMENT ADVISOR | $10,561 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,684 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |