2023 Form 5500 filing — Valley View Hospital 403(B) 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 20241014185351NAL0015440179001) for Valley View Hospital 403(B) Plan, reported by Valley View Hospital under EIN 84-0446259 and plan number 003. It reports 1,426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$59MReported net assets$58,988,293
Participants1.4K1,426
Provider compensation$59.5K3 Schedule C row(s)$59,456
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014185351NAL0015440179001
- Plan sponsor
- Valley View Hospital
- EIN
- 84-0446259
- Plan number
- 003
- Location
- Glenwood Springs, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$59M total assets
Net assets$59MLiabilities$0
Full reported line items
- Total assets (EOY)
- $58,988,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,988,293
- Employer contributions
- $1,463,325
- Participant contributions
- $6,686,572
- Total income / additions
- $17,372,387
- Benefits paid
- $4,103,265
- Administrative expenses
- $59,456
- Total expenses
- $4,172,098
- Net increase / (decrease)
- $13,200,289
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $32,404 | not reported in the loaded dataset |
| Strategic Advisors, Inc | ADVISOR | $16,647 | not reported in the loaded dataset |
| Fid Inv Inst Ops | RECORDKEEPER | $10,405 | not reported in the loaded dataset |