Valley Health System Employee Contributory 403(B) Plan — Form 5500 plan (Valley Health System)
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 Health System Employee Contributory 403(B) Plan is a benefit plan reported by Valley Health System under EIN 52-1357729 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,398 participants and $489,214,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Health System
- EIN
- 52-1357729
- Plan number
- 002
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 8,398
- End-of-year plan assets
- $489,214,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,398 | H, C | 20241015055706NAL0027691345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $489,214,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $489,214,360
- Net assets (BOY)
- $419,195,646
Income & contributions
- Employer contributions
- $15,284,229
- Participant contributions
- $24,449,421
- Total contributions
- $44,030,420
- Total income / additions
- $107,396,954
Expenses & distributions
- Benefits paid
- $36,543,252
- Administrative expenses
- $384,727
- Total expenses
- $37,378,240
- Net increase / (decrease)
- $70,018,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $366,555 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $31,377 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co | SERVICE PROVIDER | $205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Health System
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Winchester, VA
- Lincoln National Corporation — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation