2023 Form 5500 filing — Pleasant Valley Hospital Employees' Pension 401(A) 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 20241231081043NAL0036558482001) for Pleasant Valley Hospital Employees' Pension 401(A) Plan, reported by Pleasant Valley Hospital under EIN 55-0440086 and plan number 001. It reports 1,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231081043NAL0036558482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pleasant Valley Hospital
- EIN
- 55-0440086
- Plan number
- 001
- Location
- Point Pleasant, WV
- Participants
- 1,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,618,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,618,073
- Employer contributions
- $3,669,988
- Total income / additions
- $5,537,250
- Benefits paid
- $2,096,586
- Administrative expenses
- $72,485
- Total expenses
- $2,123,917
- Net increase / (decrease)
- $3,413,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISORY | $26,863 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER/BOOKKEEPER | $25,497 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,125 | $0 |