San Luis Valley Health Money Purchase Plan — Form 5500 plan (San Luis Valley Health)
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, San Luis Valley Health Money Purchase Plan is a benefit plan reported by San Luis Valley Health under EIN 84-0255530 and plan number 001. The latest loaded filing year is 2023. The filing reports 715 participants and $16,221,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Luis Valley Health
- EIN
- 84-0255530
- Plan number
- 001
- Plan type
- 2
- Location
- Alamosa, CO
- Latest filing year
- 2023
- Participants
- 715
- End-of-year plan assets
- $16,221,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 715 | H, C | 20241014182726NAL0054792866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,221,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,221,654
- Net assets (BOY)
- $14,104,486
Income & contributions
- Employer contributions
- $1,235,297
- Total contributions
- $1,307,166
- Total income / additions
- $3,530,756
Expenses & distributions
- Benefits paid
- $1,344,637
- Administrative expenses
- $68,951
- Total expenses
- $1,413,588
- Net increase / (decrease)
- $2,117,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,950 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $7,500 | 2023 |