2023 Form 5500 filing — Valley Health System Employee Contributory 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 20241015055706NAL0027691345001) for Valley Health System Employee Contributory 403(B) Plan, reported by Valley Health System under EIN 52-1357729 and plan number 002. It reports 8,398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055706NAL0027691345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Health System
- EIN
- 52-1357729
- Plan number
- 002
- Location
- Winchester, VA
- Participants
- 8,398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $489,214,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $489,214,360
- Employer contributions
- $15,284,229
- Participant contributions
- $24,449,421
- Total income / additions
- $107,396,954
- Benefits paid
- $36,543,252
- Administrative expenses
- $384,727
- Total expenses
- $37,378,240
- Net increase / (decrease)
- $70,018,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $366,555 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $31,377 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset |
| Variable Annuity Life Insurance Co | SERVICE PROVIDER | $205 | not reported in the loaded dataset |