Original filing (PDF)20251016091353NAL0003298851001

Valley View Hospital

Name: Valley View Hospital — Valley View Hospital Money, Form 5500 (2024)
Creator: Valley View Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Valley View Hospital Money Purchase Plan

Defined-contribution retirement plan · Valley View Hospital's Valley View Hospital Money Purchase Plan held $55.4M in plan assets for 1,228 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,228

Accounts w/ balance

1,261

Plan assets (EOY)

$55.4M

Net assets (EOY)

$55.4M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY VIEW HOSPITAL.

Plan sponsor

Name

VALLEY VIEW HOSPITAL

EIN

84-0446259all filings

Address

1906 BLAKE AVENUE · GLENWOOD SPRINGS, CO · 816014227

Phone

(800) 628-2743

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

2025-10-16

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS	04-2647786	—	RECORDKEEPER	$92K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS INC	04-2654524	—	ADVISOR	$12K	—
GLOBAL RETIREMENT PARTNERS	47-1411118	—

Investments

30 direct securities · 1 pooled fund· $55.4M(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.

Mutual Funds

$25.8M

16 holdings

Pooled Separate Accounts

$8.9M

1 holding

Other securities

$8.5M

10 holdings

Common Collective Trusts

$7.1M

3 holdings

Common Collective Trust

$5.2M

1 holding

					% of plan
s * American Funds 2035 T Date R6	Pooled Separate Accounts	—	—	$8.9M	16.1%
American Funds 2045 T Date R6	Mutual Funds	—	—	$7.9M	14.2%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.8M	10.4%
AB US LARGE CAP GROWTH COL TRUST ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007	Common Collective Trust	—	—	$5.2M	9.3%
American Funds 2055 T Date R6	Mutual Funds	—	—	$4.3M	7.7%
American Funds EuroPacific R6	Mutual Funds	—	—	$3.0M	5.5%
American Funds 2025 T Date R6	Mutual Funds	—	—	$2.8M	5.1%
NYL Guaranteed Interest Account	Other securities	—	—	$2.6M	4.7%
American Funds 2050 T Date R6	Mutual Funds	—	—	$2.3M	4.2%
PGIM Total Return Bond Fund R6	Other securities	—	—	$2.2M	3.9%
American Funds 2010 T Date R6	Mutual Funds	—	—	$1.3M	2.3%
American Funds 2040 T Date R6	Mutual Funds	—	—	$1.0M	1.8%
American Funds 2030 T Date R6	Mutual Funds	—	—	$872K	1.6%
JPMorgan Equity Income Fund R6	Other securities	—	—	$857K	1.5%
Carillon Eagle Mid Cap Growth R6	Other securities	—	—	$839K	1.5%
Fidelity Mid-Cap Index Fund	Common Collective Trusts	—	—	$701K	1.3%
American Funds 2020 T Date R6	Mutual Funds	—	—	$645K	1.2%
Fidelity Small-Cap Index Fund	Common Collective Trusts	—	—	$585K	1.1%
Fixed Accounts Voya Fixed Plus Account III	Other securities	—	—	$505K	0.9%
BlackRock High Yield Bond Portfolio K	Other securities	—	—	$491K	0.9%
Fidelity Emerging Mkts K	Mutual Funds	—	—	$480K	0.9%
Principal Real Estate Sec F R6	Other securities	—	—	$475K	0.9%
American Funds 2065 T Date R6	Mutual Funds	—	—	$401K	0.7%
Victory Sycmr Est VI Fund R6	Other securities	—	—	$356K	0.6%
PIMCO Income Fund Ins	Mutual Funds	—	—	$322K	0.6%
American Funds 2060 T Date R6	Mutual Funds	—	—	$318K	0.6%
Janus Hndr Triton Fund N	Mutual Funds	—	—	$137K	0.2%
PGIM Global Total Return Fund R6	Other securities	—	—	$99K	0.2%
Undiscovered Managers BHV VI F R6	Other securities	—	—	$87K	0.2%
Fidelity Government - IC	Mutual Funds	—	—	$44K	<0.1%
American Funds 2015 T Date R6	Mutual Funds	—	—	$20K	<0.1%