Valley Children'S Hospital Defined Contribution Retirement Plan — Form 5500 plan (Valley Children'S 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 Children'S Hospital Defined Contribution Retirement Plan is a benefit plan reported by Valley Children'S Hospital under EIN 94-1294954 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,849 participants and $550,230,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Children'S Hospital
- EIN
- 94-1294954
- Plan number
- 002
- Plan type
- 2
- Location
- Madera, CA
- Latest filing year
- 2023
- Participants
- 4,849
- End-of-year plan assets
- $550,230,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,849 | H, C | 20241002122427NAL0004003843007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $550,230,744
- Net assets (EOY)
- $550,230,744
- Net assets (BOY)
- $479,263,516
Income & contributions
- Employer contributions
- $17,166,699
- Participant contributions
- $21,781,088
- Total contributions
- $39,651,267
- Total income / additions
- $111,471,383
Expenses & distributions
- Benefits paid
- $39,776,611
- Administrative expenses
- $494,510
- Total expenses
- $40,504,155
- Net increase / (decrease)
- $70,967,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $366,997 | $0 | 2023 |
| Mercer Investments LLC | ADVISOR | $51,218 | not reported in the loaded dataset | 2023 |
| Moss Adams, Llp | AUDITOR | $26,775 | not reported in the loaded dataset | 2023 |
| Trucker Huss | LEGAL | $12,263 | not reported in the loaded dataset | 2023 |
| Regency Investment Advisors | INVESTMENT ADVISOR | $11,471 | not reported in the loaded dataset | 2023 |
| Tcg Advisory Services LLC | INVESTMENT ADVISORY | $10,666 | not reported in the loaded dataset | 2023 |
| Pathways Advisory Group Inc | INVESTMENT ADVISOR | $10,561 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,684 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Children'S Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Madera, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Moss Adams, Llp — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Regency Investment Advisors — Schedule C compensation
- Tcg Advisory Services LLC — Schedule C compensation
- Pathways Advisory Group Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation