Retirement Plan For Employees Of Ohio Valley General Hospital — Form 5500 plan (Valley Medical Facilities, 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, Retirement Plan For Employees Of Ohio Valley General Hospital is a benefit plan reported by Valley Medical Facilities, Inc. under EIN 25-1801532 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $128,948 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$126KPlan net assets, end of year$125,986
Participants564Covered participants reported
Assets / participant$229Computed: assets ÷ participants$229 (computed)
Provider compensation$67.4K4 Schedule C provider row(s)$67,368
Plan sponsor
Valley Medical Facilities, Inc.
EIN
25-1801532
Plan number
001
Plan type
2
Location
Beaver, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023564H, C20241011132006NAL0037027040001
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)$128.9K total assets
Net assets$126KLiabilities$3K
Money in vs. money out
Total income / additions$3.9M
Total expenses$38.4M
Benefits paid / distributions$38.3M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$128,948
Total liabilities (EOY)
$2,962
Net assets (EOY)
$125,986
Net assets (BOY)
$34,604,331

Income & contributions

Employer contributions
$1,730,000
Total contributions
$1,730,000
Total income / additions
$3,884,978

Expenses & distributions

Benefits paid
$38,311,135
Administrative expenses
$52,188
Total expenses
$38,363,323
Net increase / (decrease)
-$34,478,345
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.

Total expenses ÷ net assets30450%Computed ratio
Benefits paid ÷ total income986%Computed ratio
Provider comp. ÷ net assets53%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Income Research & ManagementNONE$25,973not reported in the loaded dataset2023
Fiduciary Investment Advisors, LLCNONE$24,586not reported in the loaded dataset2023
The Bank Of New York MellonTRUSTEE$11,609$02023
Baker Tilly Us, LlpAUDITOR$5,200not reported in the loaded dataset2023

Related Form 5500 pages