Bluegrass Health Partners 401(K) Plan — Form 5500 plan (Valley Stream Operator 1 LLC Dba Bluegrass Health Partners)

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, Bluegrass Health Partners 401(K) Plan is a benefit plan reported by Valley Stream Operator 1 LLC Dba Bluegrass Health Partners under EIN 81-1010658 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,013 participants and $4,987,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Stream Operator 1 LLC Dba Bluegrass Health Partners
EIN
81-1010658
Plan number
001
Plan type
3
Location
Richmond, KY
Latest filing year
2023
Participants
1,013
End-of-year plan assets
$4,987,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,013H, C20250203143326NAL0003680499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,987,016
Total liabilities (EOY)
$0
Net assets (EOY)
$4,987,016
Net assets (BOY)
$4,296,650

Income & contributions

Employer contributions
$76,161
Participant contributions
$428,572
Total contributions
$504,733
Total income / additions
$1,274,262

Expenses & distributions

Benefits paid
$522,958
Administrative expenses
$54,162
Total expenses
$583,896
Net increase / (decrease)
$690,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$42,244$02023
Futureplan By AscensusTPA$11,918not reported in the loaded dataset2023

Related Form 5500 pages