Valley Health Services, Inc. Employee Savings And Protection Plan — Form 5500 plan (Valley Health Services, 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 Health Services, Inc. Employee Savings And Protection Plan is a benefit plan reported by Valley Health Services, Inc under EIN 22-2511614 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $10,746,193 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.7MPlan net assets, end of year$10,741,506
Participants293Covered participants reported
Assets / participant$36.7KComputed: assets ÷ participants$36,676 (computed)
Provider compensation$49.4K3 Schedule C provider row(s)$49,430
- Plan sponsor
- Valley Health Services, Inc
- EIN
- 22-2511614
- Plan number
- 001
- Plan type
- 2
- Location
- Herkimer, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241015151851NAL0058389122001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.7M total assets
Net assets$10.7MLiabilities$4.7K
Full reported line items
Net assets
- Total assets (EOY)
- $10,746,193
- Total liabilities (EOY)
- $4,687
- Net assets (EOY)
- $10,741,506
- Net assets (BOY)
- $9,009,493
Income & contributions
- Employer contributions
- $290,654
- Participant contributions
- $430,621
- Total contributions
- $804,099
- Total income / additions
- $2,236,806
Expenses & distributions
- Benefits paid
- $462,149
- Administrative expenses
- $5,851
- Total expenses
- $504,793
- Net increase / (decrease)
- $1,732,013
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKERAGE/ADVISOR | $0 | $36,900 | 2023 |
| Bpas | TPA | $10,460 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $2,070 | $0 | 2023 |