2023 Form 5500 filing — Retirement Plan For Employees Of Ohio Valley General Hospital
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 20241011132006NAL0037027040001) for Retirement Plan For Employees Of Ohio Valley General Hospital, reported by Valley Medical Facilities, Inc. under EIN 25-1801532 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$126KReported net assets$125,986
Participants564
Provider compensation$67.4K4 Schedule C row(s)$67,368
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011132006NAL0037027040001
- Plan sponsor
- Valley Medical Facilities, Inc.
- EIN
- 25-1801532
- Plan number
- 001
- Location
- Beaver, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$128.9K total assets
Net assets$126KLiabilities$3K
Full reported line items
- Total assets (EOY)
- $128,948
- Total liabilities (EOY)
- $2,962
- Net assets (EOY)
- $125,986
- Employer contributions
- $1,730,000
- Total income / additions
- $3,884,978
- Benefits paid
- $38,311,135
- Administrative expenses
- $52,188
- Total expenses
- $38,363,323
- Net increase / (decrease)
- -$34,478,345
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Income Research & Management | NONE | $25,973 | not reported in the loaded dataset |
| Fiduciary Investment Advisors, LLC | NONE | $24,586 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $11,609 | $0 |
| Baker Tilly Us, Llp | AUDITOR | $5,200 | not reported in the loaded dataset |