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, Heritage Valley Health System 401(K) Plan is a benefit plan reported by Heritage Valley Health System under EIN 25-1441518 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,825 participants and $126,834,842 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,834,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,834,842
- Net assets (BOY)
- $110,266,281
Income & contributions
- Employer contributions
- $2,919,342
- Participant contributions
- $5,857,080
- Total contributions
- $9,634,386
- Total income / additions
- $27,714,794
Expenses & distributions
- Benefits paid
- $11,028,182
- Administrative expenses
- $118,051
- Total expenses
- $11,146,233
- Net increase / (decrease)
- $16,568,561