Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital — Form 5500 plan (Valley Presbyterian 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, Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital is a benefit plan reported by Valley Presbyterian Hospital under EIN 95-1945832 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,139 participants and $77,704,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Presbyterian Hospital
- EIN
- 95-1945832
- Plan number
- 003
- Plan type
- 2
- Location
- Van Nuys, CA
- Latest filing year
- 2023
- Participants
- 2,139
- End-of-year plan assets
- $77,704,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,139 | H, C | 20240926105206NAL0000646913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,704,363
- Net assets (EOY)
- $77,704,363
- Net assets (BOY)
- $65,241,353
Income & contributions
- Participant contributions
- $6,910,739
- Total contributions
- $8,003,898
- Total income / additions
- $18,914,818
Expenses & distributions
- Benefits paid
- $6,132,149
- Administrative expenses
- $220,357
- Total expenses
- $6,451,808
- Net increase / (decrease)
- $12,463,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $94,421 | $0 | 2023 |
| Morgan Stanley Global Banking | CONSULTING | $46,399 | not reported in the loaded dataset | 2023 |
| Mutual Of America Life Ins. Co. | RECORD KEEPER | $3,986 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Presbyterian Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Van Nuys, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Mutual Of America Life Ins. Co. — Schedule C compensation
- National Financial Services — Schedule C compensation