Retirement plan
VALLEY HEALTH EMPLOYEES RETIREMENT PLAN
VALLEY HEALTHEIN 52-1357729Plan #001PY 2015
1840 AMHERST STREET - WINCHESTER, VA 22601540-536-2084valleyhealthlink.comLinkedIn5001-10000 employeeshospital & health care
Other plans on this EIN
1 filingProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
PETER F GALLAGHER
Signed 10/11/2016
Plan administrator entity
BOARD OF DIRECTORS
EIN 540505979
PO BOX 3340 · WINCHESTER, VA 22604
(540) 536-8031Summary metrics
Total assets (EOY)
$230.3M
-2.5% from 2016
Total participants
5,715
+13.4% from 2016
Average account balance
$0
No prior year
Annual return
-0.30%
-5.25 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort171 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $0
49
Employer contribution / active EE
$4,509
median $4,018
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $14,096,330
0
Admin fee / account holder
$0
median $66,276
86
Annual return
-0.30%
median -2.02%
Overall peer rank
67of 100
67th percentileavg across 6 metrics
Analytics
2015 - 2019
Total assets (EOY)
Plan-year ending balance
$296.07M
Average account balance
Total assets / participants with a balance (line 6g)
$66K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,533
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$17.58M
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+20.29%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO1+ years Service code 28 · EIN 94-1347393 1445 ROSS AVENUE SUITE 410 · DALLAS, TX 75202 | Investment Management | $0 |
Enrolled actuary
1 attachment
SB
AMY L. GENTILE
FINDLEY DAVIES, INC.
Enrollment #1408186
1300 EAST 9TH STREET
SUITE 850
CLEVELAND, OH 44114
(216) 875-1933
Signed 2016-09-28
Top hat statement on fileNQDC
Filed August 20, 2019 (most recent of 8 filings on file)
Plan administrator
Plan administrator name— Sign in and upgrade to view
220 Campus Boulevard, Suite 420
Winchester, VA 22601
Plans declared (3)
- Enhanced Severance Agreement1 emp
- Enhanced Severance Agreement1 emp
- Enhanced Severance Agreement1 emp
Total covered: 3 employees
Plan features & details
Pension benefit codes1A1C1I3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$108K
$40 / participant
- Investment mgmt$108K100.0%
% of EOY assets
0.047%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- YOUNT, HYDE, & BARBOUR, PC
- Auditor EIN
- 541149263
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer