2023 Form 5500 filing — Valley Health Services, Inc. Employee Savings And Protection 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 20241015151851NAL0058389122001) for Valley Health Services, Inc. Employee Savings And Protection Plan, reported by Valley Health Services, Inc under EIN 22-2511614 and plan number 001. It reports 293 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)$10.7MReported net assets$10,741,506
Participants293
Provider compensation$49.4K3 Schedule C row(s)$49,430
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151851NAL0058389122001
- Plan sponsor
- Valley Health Services, Inc
- EIN
- 22-2511614
- Plan number
- 001
- Location
- Herkimer, NY
- 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)$10.7M total assets
Net assets$10.7MLiabilities$4.7K
Full reported line items
- Total assets (EOY)
- $10,746,193
- Total liabilities (EOY)
- $4,687
- Net assets (EOY)
- $10,741,506
- Employer contributions
- $290,654
- Participant contributions
- $430,621
- Total income / additions
- $2,236,806
- Benefits paid
- $462,149
- Administrative expenses
- $5,851
- Total expenses
- $504,793
- Net increase / (decrease)
- $1,732,013
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKERAGE/ADVISOR | $0 | $36,900 |
| Bpas | TPA | $10,460 | not reported in the loaded dataset |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $2,070 | $0 |