Family Health West 403b Plan — Form 5500 plan (Lower Valley Hospital Association)
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, Family Health West 403b Plan is a benefit plan reported by Lower Valley Hospital Association under EIN 84-0447998 and plan number 001. The latest loaded filing year is 2023. The filing reports 729 participants and $25,565,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lower Valley Hospital Association
- EIN
- 84-0447998
- Plan number
- 001
- Plan type
- 2
- Location
- Fruita, CO
- Latest filing year
- 2023
- Participants
- 729
- End-of-year plan assets
- $25,565,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 729 | H, C | 20240827152418NAL0010762977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,565,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,565,026
- Net assets (BOY)
- $19,746,721
Income & contributions
- Employer contributions
- $1,125,708
- Participant contributions
- $2,205,707
- Total contributions
- $4,222,487
- Total income / additions
- $7,655,489
Expenses & distributions
- Benefits paid
- $1,823,722
- Administrative expenses
- $13,462
- Total expenses
- $1,837,184
- Net increase / (decrease)
- $5,818,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,800 | $84,492 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $10,139 | not reported in the loaded dataset | 2023 |