Plan5500

Pleasant Valley Hospital Employees' Pension 401(A) Plan — Form 5500 plan (Pleasant Valley Hospital)

Plain-English plan 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, Pleasant Valley Hospital Employees' Pension 401(A) Plan is a benefit plan reported by Pleasant Valley Hospital under EIN 55-0440086 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,082 participants and $15,618,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pleasant Valley Hospital
EIN
55-0440086
Plan number
001
Plan type
2
Location
Point Pleasant, WV
Latest filing year
2023
Participants
1,082
End-of-year plan assets
$15,618,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,082H, C20241231081043NAL0036558482001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,618,073
Total liabilities (EOY)
$0
Net assets (EOY)
$15,618,073
Net assets (BOY)
$12,204,740

Income & contributions

Employer contributions
$3,669,988
Total contributions
$3,696,637
Total income / additions
$5,537,250

Expenses & distributions

Benefits paid
$2,096,586
Administrative expenses
$72,485
Total expenses
$2,123,917
Net increase / (decrease)
$3,413,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISORY$26,863not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER/BOOKKEEPER$25,497$02023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,125$02023

Related Form 5500 pages