2023 Form 5500 filing — Family Health West 403b 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 20240827152418NAL0010762977001) for Family Health West 403b Plan, reported by Lower Valley Hospital Association under EIN 84-0447998 and plan number 001. It reports 729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827152418NAL0010762977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lower Valley Hospital Association
- EIN
- 84-0447998
- Plan number
- 001
- Location
- Fruita, CO
- Participants
- 729
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,565,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,565,026
- Employer contributions
- $1,125,708
- Participant contributions
- $2,205,707
- Total income / additions
- $7,655,489
- Benefits paid
- $1,823,722
- Administrative expenses
- $13,462
- Total expenses
- $1,837,184
- Net increase / (decrease)
- $5,818,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,800 | $84,492 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $10,139 | not reported in the loaded dataset |