Northeast Valley Health Corporation 403(B) Plan — Form 5500 plan (Northeast Valley Health Corporation)

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, Northeast Valley Health Corporation 403(B) Plan is a benefit plan reported by Northeast Valley Health Corporation under EIN 23-7120632 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,714 participants and $83,529,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northeast Valley Health Corporation
EIN
23-7120632
Plan number
001
Plan type
2
Location
San Fernando, CA
Latest filing year
2023
Participants
1,714
End-of-year plan assets
$83,529,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,714H, C20250117120653NAL0014807475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,529,232
Total liabilities (EOY)
$9,381
Net assets (EOY)
$83,519,851
Net assets (BOY)
$68,622,207

Income & contributions

Employer contributions
$3,952,087
Participant contributions
$3,845,101
Total contributions
$7,843,327
Total income / additions
$18,907,932

Expenses & distributions

Benefits paid
$3,830,743
Administrative expenses
$150,643
Total expenses
$4,010,288
Net increase / (decrease)
$14,897,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Service CompanyNONE$139,925$02023
Variable Annuity Life Insurance CoNONE$10,618$02023

Related Form 5500 pages