Robert M AMOS signed Valley Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Health System's EIN is 52-1357729.
Download the official 2024 Form 5500 (PDF) for Valley Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $409K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $84K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | SERVICE PROVIDER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Shares Vanguard Institutional Index Institutional N/R | Mutual Funds | — | — | $74.7M | 13.8% | |
| Lincoln Financial Group Stable Value Account N/R | Stable Value | — | — | $70.3M | 13.0% | |
| Vanguard Total Bond Market Index Institutional N/R | Mutual Funds | — | — | $59.3M | 10.9% | |
| Harbor Capital Appreciation Retirement Class N/R | Other securities | — | — | $56.4M | 10.4% | |
| Institutional Shares MFS Investments Value Class R6 N/R | Mutual Funds | — | — | $44.3M | 8.2% | |
| JP Morgan Core Plus Bond Class R6 N/R | Other securities | — | — | $39.5M | 7.3% | |
| American Funds Europacific Growth Class R6 N/R | Mutual Funds | — | — | $38.8M | 7.2% | |
| T Rowe Price Mid Cap Value I Class N/R | Mutual Funds | — | — | $35.3M | 6.5% | |
| Shares Vanguard Total International Stock Index N/R | Mutual Funds | — | — | $25.2M | 4.7% | |
| MassMutual Select Mid Cap Growth Class I N/R | Other securities | — | — | $17.0M | 3.1% | |
| Delaware Small Cap Value Class R6 N/R | Other securities | — | — | $16.9M | 3.1% | |
| Shares Vanguard Extended Market Index Institutional N/R | Mutual Funds | — | — | $16.1M | 3.0% | |
| Shares Vanguard Real Estate Index Institutional N/R | Mutual Funds | — | — | $8.7M | 1.6% | |
| contracts Notes Receivable From Participants * Participant Loans Various interest rates and maturity $0 | Participant loans | — | — | $6.0M | 1.1% | |
| VALIC Fixed Account Plus N/R | Other securities | — | — | $5.4M | 1.0% | |
| T Rowe Price Integrated Us Small Cap Growth N/R | Mutual Funds | — | — | $3.9M | 0.7% | |
| Lincoln Financial Group Variable Annuity | Common Stocks | — | — | $3.8M | 0.7% | |
| VALIC Science & Technology Fund N/R | Other securities | — | — | $2.2M | 0.4% | |
| Vanguard Windsor II N/R | Mutual Funds | — | — | $2.1M | 0.4% | |
| VALIC Growth Fund N/R | Other securities | — | — | $1.9M | 0.3% | |
| VALIC Large Capital Growth N/R | Other securities | — | — | $1.2M | 0.2% | |
| MNGD Voltlty Lincoln LVIP Dimensional US Core Equity 1 | Mutual Funds | — | — | $1.0M | 0.2% | |
| VALIC Stock Index Fund N/R | Common Collective Trusts | — | — | $976K | 0.2% | |
| VALIC Mid Cap Strategic Growth N/R | Other securities | — | — | $925K | 0.2% | |
| Fund Lincoln LVIP Macquarie Social Awareness | Other securities | — | — | $720K | 0.1% | |
| Fund Lincoln LVIP Macquarie SMID Cap Value | Other securities | — | — | $696K | 0.1% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $623K | 0.1% | |
| Vanguard Wellington Fund Inc N/R | Mutual Funds | — | — | $605K | 0.1% | |
| VALIC Systematic Core Fund N/R | Other securities | — | — | $383K | <0.1% | |
| VALIC Ariel Appreciation Fund N/R | Other securities | — | — | $348K | <0.1% | |
| Lincoln American Funds Growth | Mutual Funds | — | — | $325K | <0.1% | |
| Bond Lincoln LVIP Blended LRG Cap Growth | Other securities | — | — | $323K | <0.1% | |
| VALIC Moderate Growth Lifestyle N/R | Other securities | — | — | $305K | <0.1% | |
| Lincoln LVIP SSGA Glbl Tactical Alloctn 927 MGD Vlty Lincoln LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $300K | <0.1% | |
| VALIC International Value Fund N/R | Other securities | — | — | $292K | <0.1% | |
| American United Life Insurance T Rowe Price Grth Stock Adv N/R | Mutual Funds | — | — | $234K | <0.1% | |
| VALIC Systematic Value N/R | Other securities | — | — | $217K | <0.1% | |
| VALIC Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $215K | <0.1% | |
| Lincoln LVIP Mondrian International Value | Other securities | — | — | $194K | <0.1% | |
| VALIC Ariel Fund N/R | Other securities | — | — | $180K | <0.1% | |
| VALIC Emerging Economies N/R | Other securities | — | — | $178K | <0.1% | |
| Lincoln LVIP Blackrock Dividend Value | Other securities | — | — | $160K | <0.1% | |
| Lincoln LVIP Macquarie Wealth Builder | Other securities | — | — | $156K | <0.1% | |
| VALIC Dividend Value N/R | Other securities | — | — | $155K | <0.1% | |
| VALIC Small Cap Index Fund N/R | Common Collective Trusts | — | — | $130K | <0.1% | |
| VALIC International Equities Index Fund N/R | Common Collective Trusts | — | — | $130K | <0.1% | |
| Lincoln LVIP Macquarie Value Series | Other securities | — | — | $129K | <0.1% | |
| VALIC Mid Cap Value Fund N/R | Other securities | — | — | $127K | <0.1% | |
| Lincoln Fidelity VIP Contrafund | Mutual Funds | — | — | $124K | <0.1% | |
| VALIC US Socially Responsible Fund N/R | Other securities | — | — | $122K | <0.1% |
