Original filing (PDF)20251031093641NAL0007200642001

Valley Stream Operator 1 LLC DBA Bluegrass Health Partners

Name: Valley Stream Operator 1 LLC DBA Bluegrass Health Partners — Form 5500 Plan 001 (2024)
Creator: Valley Stream Operator 1 LLC DBA Bluegrass Health Partners
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bluegrass Health Partners 401(k) Plan

401(k) retirement plan · Valley Stream Operator 1 LLC DBA Bluegrass Health Partners' Bluegrass Health Partners 401(k) Plan held $6.3M in plan assets for 1,204 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

~101 bps in Sched C fees

Active participants

1,204

Accounts w/ balance

535

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Valerie PATE signed Valley Stream Operator 1 LLC DBA Bluegrass Health Partners' 2024 Form 5500 as plan administrator.

Valerie PATE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Valley Stream Operator 1 LLC DBA Bluegrass Health Partners' EIN is 81-1010658.

EIN 81-1010658

Plan number 001

Plan year 2024

ACK ID 20251031093641NAL0007200642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valley Stream Operator 1 LLC DBA Bluegrass Health Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valley Stream Operator 1 LLC DBA Bluegrass Health Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY STREAM OPERATOR 1 LLC DBA BLUEGRASS HEALTH PARTNERS.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

VALLEY STREAM OPERATOR 1 LLC DBA BLUEGRASS HEALTH PARTNERS

EIN

all filings

Address

300 PROVIDER CT · SUITE100 · RICHMOND, KY · 404758488

Phone

(859) 623-0898

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	FORT WAYNE, IN	SERVICE PROVIDER	$51K	—
FUTUREPLAN BY ASCENSUS	—	FORT WAYNE, IN	TPA	$12K	—

Investments

37 direct securities · 1 pooled fund· $12.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$5.9M

1 holding

Pooled Separate Accounts

$5.9M

36 holdings

Stable Value

$353K

1 holding

					% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402	Pooled Separate Account	—	—	$5.9M	93.8%
Vanguard 500 Index SACG Pooled Separate Account	Pooled Separate Accounts	—	—	$940K	14.9%
Vanguard Growth Index Adm SAE4 Pooled Separate Account	Pooled Separate Accounts	—	—	$851K	13.5%
AmerFunds Int Grw&Inc SA6F Pooled Separate Account	Pooled Separate Accounts	—	—	$779K	12.4%
Baird Aggregate Bond Inst SAEJ Pooled Separate Account	Pooled Separate Accounts	—	—	$524K	8.3%
Invesco Grw Inc Fund SA8A Pooled Separate Account	Pooled Separate Accounts	—	—	$402K	6.4%
VG LifeStrat Mod Grw SAB2 Pooled Separate Account	Pooled Separate Accounts	—	—	$368K	5.9%
Stable Value Stable Value	Stable Value	—	—	$353K	5.6%
VG Mid Cap Val Idx Admrl SAB4 Pooled Separate Account	Pooled Separate Accounts	—	—	$277K	4.4%
T Rowe Price Ret 2035 SAAG Pooled Separate Account	Pooled Separate Accounts	—	—	$267K	4.2%
Vanguard Sm Cap Value Ind SAE7 Pooled Separate Account	Pooled Separate Accounts	—	—	$224K	3.6%
T Rowe Price Ret 2045 SAAJ Pooled Separate Account	Pooled Separate Accounts	—	—	$194K	3.1%
T Rowe Price Ret 2040 SAAH Pooled Separate Account	Pooled Separate Accounts	—	—	$189K	3.0%
T Rowe Price Ret 2030 SAAF Pooled Separate Account	Pooled Separate Accounts	—	—	$168K	2.7%
T Rowe Price Ret 2050 SAAK Pooled Separate Account	Pooled Separate Accounts	—	—	$103K	1.6%
T Rowe Price Ret 2055 SAAL Pooled Separate Account	Pooled Separate Accounts	—	—	$69K	1.1%
T Rowe Price Ret 2020 SAAD Pooled Separate Account	Pooled Separate Accounts	—	—	$68K	1.1%
T Rowe Price Ret 2025 SAAE Pooled Separate Account	Pooled Separate Accounts	—	—	$63K	1.0%
T Rowe Price Ret 2060 SAAL Pooled Separate Account	Pooled Separate Accounts	—	—	$61K	1.0%
T Rowe Price Retire 2065 SASL Pooled Separate Account	Pooled Separate Accounts	—	—	$60K	1.0%
VG LifeStrat Grw SAB1 Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	0.8%
VG Mid Cap Grw Idx Admrl SAB3 Pooled Separate Account	Pooled Separate Accounts	—	—	$48K	0.8%
SS Rsl Sml Cap Grw NL SAA9 Pooled Separate Account	Pooled Separate Accounts	—	—	$43K	0.7%
AmerFunds Perspective SA6H Pooled Separate Account	Pooled Separate Accounts	—	—	$32K	0.5%
Fed Hermes Gov Ultsht Duration SAC7 Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	0.4%
T Rowe Price Ret 2010 SAAB Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	0.3%
VG High Yld Corp Admrl SAAV Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.3%
Vanguard LifeStrategy Income SAEP Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	0.2%
PIMCO Intl Bond Fnd Admin SAA1 Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	0.1%
VG Int Val Inv Shares SAAY Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
VG LifeStrat Cons SAAZ Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
PIMCO Cmdty RIRetrn Strat SA9Y Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
Invesco Intl Growth SA9V Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
VG REI Fund Admiral Shrs Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
PIMCO Real Retrn Instl SAA4 Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
DFA Emrg Mkts Port Instl SA7D Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Lord Abbett Total Return SAC9 Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%
MFS Mass Inv Trust SA9L Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%