Valley Perinatal Services — Form 5500 plan (Valley Perinatal Services, LLC)

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 Perinatal Services is a benefit plan reported by Valley Perinatal Services, LLC under EIN 30-0757230 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $1,857,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Perinatal Services, LLC
EIN
30-0757230
Plan number
001
Plan type
2
Location
Mesa, AZ
Latest filing year
2023
Participants
137
End-of-year plan assets
$1,857,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20240202155206NAL0016004947001
2023153H, C20241014180040NAL0026898561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,131,096
Total liabilities (EOY)
$0
Net assets (EOY)
$3,131,096
Net assets (BOY)
$2,242,626

Income & contributions

Participant contributions
$553,400
Total contributions
$642,128
Total income / additions
$1,078,545

Expenses & distributions

Benefits paid
$160,375
Administrative expenses
$29,700
Total expenses
$190,075
Net increase / (decrease)
$888,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, LLCRECORD KEEPER$19,408$02023
Stancorp Financial GroupNONE$17,180not reported in the loaded dataset2023
Usi Securities, Inc.NONE$12,520not reported in the loaded dataset2023

Related Form 5500 pages