Valley Regional Healthcare Savings And Retirement Plan — Form 5500 plan (Valley Regional Hospital, Inc.)

Plain-English plan 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, Valley Regional Healthcare Savings And Retirement Plan is a benefit plan reported by Valley Regional Hospital, Inc. under EIN 02-0222118 and plan number 002. The latest loaded filing year is 2023. The filing reports 470 participants and $19,645,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Regional Hospital, Inc.
EIN
02-0222118
Plan number
002
Plan type
2
Location
Claremont, NH
Latest filing year
2023
Participants
470
End-of-year plan assets
$19,645,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023470H, C20250701102954NAL0012591617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,645,254
Total liabilities (EOY)
$0
Net assets (EOY)
$19,645,254
Net assets (BOY)
$15,382,472

Income & contributions

Employer contributions
$473,979
Participant contributions
$1,306,224
Total contributions
$1,934,814
Total income / additions
$5,723,181

Expenses & distributions

Benefits paid
$1,395,611
Administrative expenses
$64,788
Total expenses
$1,460,399
Net increase / (decrease)
$4,262,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$31,945$02023
Morgan StanleyADVISOR$26,111not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$6,732$02023

Related Form 5500 pages