Valir Health 401(K) Plan — Form 5500 plan (Valir Health, 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, Valir Health 401(K) Plan is a benefit plan reported by Valir Health, LLC under EIN 73-1577996 and plan number 001. The latest loaded filing year is 2023. The filing reports 671 participants and $16,947,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valir Health, LLC
EIN
73-1577996
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
671
End-of-year plan assets
$16,947,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023671H, C20241014213201NAL0013862339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,947,571
Total liabilities (EOY)
$0
Net assets (EOY)
$16,947,571
Net assets (BOY)
$14,660,170

Income & contributions

Employer contributions
$454,058
Participant contributions
$1,504,542
Total contributions
$1,990,221
Total income / additions
$4,567,824

Expenses & distributions

Benefits paid
$2,196,615
Administrative expenses
$83,808
Total expenses
$2,280,423
Net increase / (decrease)
$2,287,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$86,358$02023

Related Form 5500 pages