Plan5500

Valley View Hospital 403(B) Plan — Form 5500 plan (Valley View Hospital)

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 View Hospital 403(B) Plan is a benefit plan reported by Valley View Hospital under EIN 84-0446259 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,426 participants and $58,988,293 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley View Hospital
EIN
84-0446259
Plan number
003
Plan type
2
Location
Glenwood Springs, CO
Latest filing year
2023
Participants
1,426
End-of-year plan assets
$58,988,293

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,426H, C20241014185351NAL0015440179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,988,293
Total liabilities (EOY)
$0
Net assets (EOY)
$58,988,293
Net assets (BOY)
$45,788,004

Income & contributions

Employer contributions
$1,463,325
Participant contributions
$6,686,572
Total contributions
$8,736,198
Total income / additions
$17,372,387

Expenses & distributions

Benefits paid
$4,103,265
Administrative expenses
$59,456
Total expenses
$4,172,098
Net increase / (decrease)
$13,200,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$32,404not reported in the loaded dataset2023
Strategic Advisors, IncADVISOR$16,647not reported in the loaded dataset2023
Fid Inv Inst OpsRECORDKEEPER$10,405not reported in the loaded dataset2023

Related Form 5500 pages