2023 Form 5500 filing — Valley View Hospital Money Purchase 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 20241014185728NAL0015441731001) for Valley View Hospital Money Purchase Plan, reported by Valley View Hospital under EIN 84-0446259 and plan number 001. It reports 1,273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014185728NAL0015441731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley View Hospital
- EIN
- 84-0446259
- Plan number
- 001
- Location
- Glenwood Springs, CO
- Participants
- 1,273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,860,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,860,594
- Employer contributions
- $1,776,099
- Total income / additions
- $9,291,871
- Benefits paid
- $3,939,300
- Administrative expenses
- $130,250
- Total expenses
- $4,069,550
- Net increase / (decrease)
- $5,222,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops | RECORDKEEPER | $85,679 | not reported in the loaded dataset |
| Strategic Advisors Inc | ADVISOR | $32,404 | not reported in the loaded dataset |
| Global Retirement Partners | ADVISOR | $12,167 | not reported in the loaded dataset |