Plan5500

Valley View Hospital Money Purchase Plan — Form 5500 plan (Valley View 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, Valley View Hospital Money Purchase Plan is a benefit plan reported by Valley View Hospital under EIN 84-0446259 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,273 participants and $50,860,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley View Hospital
EIN
84-0446259
Plan number
001
Plan type
2
Location
Glenwood Springs, CO
Latest filing year
2023
Participants
1,273
End-of-year plan assets
$50,860,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,273H, C20241014185728NAL0015441731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,860,594
Total liabilities (EOY)
$0
Net assets (EOY)
$50,860,594
Net assets (BOY)
$45,638,273

Income & contributions

Employer contributions
$1,776,099
Total contributions
$1,776,099
Total income / additions
$9,291,871

Expenses & distributions

Benefits paid
$3,939,300
Administrative expenses
$130,250
Total expenses
$4,069,550
Net increase / (decrease)
$5,222,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst OpsRECORDKEEPER$85,679not reported in the loaded dataset2023
Strategic Advisors IncADVISOR$32,404not reported in the loaded dataset2023
Global Retirement PartnersADVISOR$12,167not reported in the loaded dataset2023

Related Form 5500 pages