2023 Form 5500 filing — Valley Health System Merged Defined Benefit 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 20260407110534NAL0011741216001) for Valley Health System Merged Defined Benefit Plan, reported by Valley Health System under EIN 52-1357729 and plan number 003. It reports 4,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260407110534NAL0011741216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Health System
- EIN
- 52-1357729
- Plan number
- 003
- Location
- Winchester, VA
- Participants
- 4,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $292,423,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $292,423,496
- Employer contributions
- $15,614,376
- Total income / additions
- $40,650,627
- Benefits paid
- $14,181,761
- Administrative expenses
- $4,237,209
- Total expenses
- $18,418,970
- Net increase / (decrease)
- $22,231,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Bank | INVESTMENT MGR | $660,699 | not reported in the loaded dataset |
| Jpmorgan Chase & Co | INVESTMENT MGR | $78,845 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $43,401 | $0 |