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Sponsor portfolioTH

PLEASANT VALLEY HOSPITAL

EIN 55-0440086-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$34.3M assets
Welfare
1
$398K premiums
Participants
1,052
2520 VALLEY DRIVE - POINT PLEASANT, WV 255502031304-675-4340pvalley.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$19.6M - 407 part#001ProfitSharing-$14.7M - 376 part#503Mixed-$398K - 261 lives

Retirement portfolio analytics

2 plans aggregated / $34.3M assets / 783 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • HOSPITAL EMPLOYEES' 403(B) (#002)57%
  • PENSION 401(A) PLAN (#001)43%
Total $34.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOSPITAL EMPLOYEES' 403(B) (#002)407
  • PENSION 401(A) PLAN (#001)376
Total 783Click row to drill in

Benefits portfolio analytics

1 plan / $398K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$335K
  • Vision$57K
  • Other$6K
Total $398K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • SYMETRA LIFE INSURANCE COMPANY84%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • AFLAC1%
Total $398K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • LOCKTON COMPANIES, LLC95%
  • BCINSOURCING, LLC4%
  • LESLIE TENNILLE CUMPTAN0%
  • BRANDON L MILLER0%
  • ZACHARY DUNHAM0%
  • +1 more
Total $16K6 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

PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN

403b

Assets$19.6M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PLEASANT VALLEY HOSPITAL EMPLOYEES' PENSION 401(A) PLAN

ProfitSharing

Assets$14.7M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PLEASANT VALLEY HOSPITAL EMPLOYEE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$398K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN403b$19.6M4072024
001PLEASANT VALLEY HOSPITAL EMPLOYEES' PENSION 401(A) PLANProfitSharing$14.7M3762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PLEASANT VALLEY HOSPITAL EMPLOYEE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$398K2612024
Retirement plans
Welfare plans
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