Plan5500

Valley Health System Merged Defined Benefit 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 Merged Defined Benefit Plan is a benefit plan reported by Valley Health System under EIN 52-1357729 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,618 participants and $292,423,496 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
003
Plan type
2
Location
Winchester, VA
Latest filing year
2023
Participants
4,618
End-of-year plan assets
$292,423,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,618H, C20260407110534NAL0011741216001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$292,423,496
Total liabilities (EOY)
$0
Net assets (EOY)
$292,423,496
Net assets (BOY)
$270,191,839

Income & contributions

Employer contributions
$15,614,376
Total contributions
$15,614,376
Total income / additions
$40,650,627

Expenses & distributions

Benefits paid
$14,181,761
Administrative expenses
$4,237,209
Total expenses
$18,418,970
Net increase / (decrease)
$22,231,657

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northern Trust BankINVESTMENT MGR$660,699not reported in the loaded dataset2023
Jpmorgan Chase & CoINVESTMENT MGR$78,845not reported in the loaded dataset2023
Principal Trust CompanyTRUSTEE$43,401$02023

Related Form 5500 pages