Valley-Wide Health Systems, Inc. 403(B) Plan — Form 5500 plan (Valley-Wide Health Systems, Inc.)
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-Wide Health Systems, Inc. 403(B) Plan is a benefit plan reported by Valley-Wide Health Systems, Inc. under EIN 84-0706945 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $26,470,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley-Wide Health Systems, Inc.
- EIN
- 84-0706945
- Plan number
- 001
- Plan type
- 2
- Location
- Alamosa, CO
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $26,470,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20240903165318NAL0009311571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,470,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,470,880
- Net assets (BOY)
- $17,405,308
Income & contributions
- Employer contributions
- $1,089,333
- Participant contributions
- $2,404,571
- Total contributions
- $7,553,132
- Total income / additions
- $10,843,819
Expenses & distributions
- Benefits paid
- $1,668,469
- Administrative expenses
- $109,778
- Total expenses
- $1,778,247
- Net increase / (decrease)
- $9,065,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,778 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $38,288 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley-Wide Health Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Alamosa, CO
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation