2023 Form 5500 filing — Heritage Valley Health System 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812074441NAL0009183713001) for Heritage Valley Health System 403(B) Plan, reported by Valley Medical Facilities, Inc. under EIN 25-1801532 and plan number 005. It reports 4,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812074441NAL0009183713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Medical Facilities, Inc.
- EIN
- 25-1801532
- Plan number
- 005
- Location
- Moon Township, PA
- Participants
- 4,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $356,934,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $356,934,693
- Employer contributions
- $8,871,646
- Participant contributions
- $10,853,846
- Total income / additions
- $69,832,634
- Benefits paid
- $39,892,159
- Administrative expenses
- $446,232
- Total expenses
- $40,338,391
- Net increase / (decrease)
- $29,494,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $326,262 | $0 |
| Retirement Resources Investment Gro | NONE | $120,000 | not reported in the loaded dataset |