Vail Health Hospital Retirement Plan — Form 5500 plan (Vail Health 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, Vail Health Hospital Retirement Plan is a benefit plan reported by Vail Health Hospital under EIN 84-0563230 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,030 participants and $157,220,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vail Health Hospital
EIN
84-0563230
Plan number
001
Plan type
2
Location
Vail, CO
Latest filing year
2023
Participants
2,030
End-of-year plan assets
$157,220,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,030H, C20240905171841NAL0000009873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$157,220,439
Total liabilities (EOY)
$0
Net assets (EOY)
$157,220,439
Net assets (BOY)
$131,213,208

Income & contributions

Employer contributions
$5,548,925
Participant contributions
$11,681,377
Total contributions
$19,987,020
Total income / additions
$38,681,378

Expenses & distributions

Benefits paid
$12,461,020
Administrative expenses
$210,842
Total expenses
$12,674,147
Net increase / (decrease)
$26,007,231

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$210,842$02023
Burnham Gibson Wealth Advisors, IncINVESTMENT ADVISORY$0$68,8252023

Related Form 5500 pages