2023 Form 5500 filing — Valir Health 401(K) 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 20241014213201NAL0013862339001) for Valir Health 401(K) Plan, reported by Valir Health, LLC under EIN 73-1577996 and plan number 001. It reports 671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014213201NAL0013862339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valir Health, LLC
- EIN
- 73-1577996
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 671
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,947,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,947,571
- Employer contributions
- $454,058
- Participant contributions
- $1,504,542
- Total income / additions
- $4,567,824
- Benefits paid
- $2,196,615
- Administrative expenses
- $83,808
- Total expenses
- $2,280,423
- Net increase / (decrease)
- $2,287,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $86,358 | $0 |