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 403(B) Plan is a benefit plan reported by Valley Medical Facilities, Inc. under EIN 25-1801532 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,203 participants and $356,934,693 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $356,934,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $356,934,693
- Net assets (BOY)
- $327,440,450
Income & contributions
- Employer contributions
- $8,871,646
- Participant contributions
- $10,853,846
- Total contributions
- $22,009,051
- Total income / additions
- $69,832,634
Expenses & distributions
- Benefits paid
- $39,892,159
- Administrative expenses
- $446,232
- Total expenses
- $40,338,391
- Net increase / (decrease)
- $29,494,243