2023 Form 5500 filing — Valley Regional Healthcare Savings And Retirement 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 20250701102954NAL0012591617001) for Valley Regional Healthcare Savings And Retirement Plan, reported by Valley Regional Hospital, Inc. under EIN 02-0222118 and plan number 002. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250701102954NAL0012591617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Regional Hospital, Inc.
- EIN
- 02-0222118
- Plan number
- 002
- Location
- Claremont, NH
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,645,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,645,254
- Employer contributions
- $473,979
- Participant contributions
- $1,306,224
- Total income / additions
- $5,723,181
- Benefits paid
- $1,395,611
- Administrative expenses
- $64,788
- Total expenses
- $1,460,399
- Net increase / (decrease)
- $4,262,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $31,945 | $0 |
| Morgan Stanley | ADVISOR | $26,111 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $6,732 | $0 |