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VALLEY HEALTH SYSTEM

EIN 52-1357729-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$859.7M assets
Welfare
1
$5.9M premiums
Participants
20,389
333 WEST CORK STREET, SUITE 140 - WINCHESTER, VA 226015228540-536-3451valleyhealthlink.comLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$542.0M - 9,898 part#003CashBalance-$317.7M - 4,463 part#501Mixed-$5.9M - 5,157 lives

Retirement portfolio analytics

2 plans aggregated / $859.7M assets / 14,361 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE CONTRIBUTORY 403(B) (#002)63%
  • DEFINED BENEFIT PLAN (#003)37%
Total $859.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • PRINCIPAL LIFE INSURANCE COMPANY37%
Total $859.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE CONTRIBUTORY 403(B) (#002)9,898
  • DEFINED BENEFIT PLAN (#003)4,463
Total 14,361Click row to drill in

Benefits portfolio analytics

1 plan / $5.9M premiums / 5,157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Short-term disability$1.4M
  • Vision$1.1M
  • Long-term disability$931K
  • Stop-loss$764K
  • Other$462K
Total $5.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA58%
  • EYEMED VISION CARE19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • PALMETTO HEALTHCARE STOP LOSS8%
Total $5.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • GOODRUM, PHILLIP, PORTER0%
Total $628K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALLEY HEALTH SYSTEM EMPLOYEE CONTRIBUTORY 403(B) PLAN

403b

Assets$542.0M
Participants9,898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VALLEY HEALTH SYSTEM MERGED DEFINED BENEFIT PLAN

CashBalance

Assets$317.7M
Participants4,463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLEY HEALTH WELFARE BENEFITS PLAN

Mixed - EYEMED VISION/COMBINED INSURANCE COMPANY OF AMERICA

Premiums$5.9M
Covered lives5,157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY HEALTH SYSTEM EMPLOYEE CONTRIBUTORY 403(B) PLAN403b$542.0M9,8982024
003VALLEY HEALTH SYSTEM MERGED DEFINED BENEFIT PLANCashBalance$317.7M4,4632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLEY HEALTH WELFARE BENEFITS PLANMixedEYEMED VISION/COMBINED INSURANCE COMPANY OF AMERICA$5.9M5,1572024
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