2023 Form 5500 filing — Valley View Hospital 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 20241014185351NAL0015440179001) for Valley View Hospital 403(B) Plan, reported by Valley View Hospital under EIN 84-0446259 and plan number 003. It reports 1,426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014185351NAL0015440179001
Filing year
2023
Form type
2
Plan sponsor
Valley View Hospital
EIN
84-0446259
Plan number
003
Location
Glenwood Springs, CO
Participants
1,426
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$58,988,293
Total liabilities (EOY)
$0
Net assets (EOY)
$58,988,293
Employer contributions
$1,463,325
Participant contributions
$6,686,572
Total income / additions
$17,372,387
Benefits paid
$4,103,265
Administrative expenses
$59,456
Total expenses
$4,172,098
Net increase / (decrease)
$13,200,289
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCADVISOR$32,404not reported in the loaded dataset
Strategic Advisors, IncADVISOR$16,647not reported in the loaded dataset
Fid Inv Inst OpsRECORDKEEPER$10,405not reported in the loaded dataset

Related Form 5500 pages