How big is Valley View Hospital's plan?

Valley View Hospital's plan reported $74.7M in assets and 1,529 participants for 2024.

Original filing (PDF)20251016091107NAL0003297859001

Valley View Hospital

Name: Valley View Hospital — Valley View Hospital 403(b), Form 5500 (2024)
Creator: Valley View Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Valley View Hospital 403(b) Plan

403(b) retirement plan · Valley View Hospital's Valley View Hospital 403(b) Plan held $74.7M in plan assets for 1,529 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,529

Accounts w/ balance

980

Plan assets (EOY)

$74.7M

Net assets (EOY)

$74.7M

People on this filing

Julie Ashinhurst signed Valley View Hospital's 2024 Form 5500 as plan administrator.

Julie Ashinhurst — 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 View Hospital's EIN is 84-0446259.

EIN 84-0446259

Plan number 003

Plan year 2024

ACK ID 20251016091107NAL0003297859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valley View Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valley View Hospital's plan includes a 403(b) annuity.

Decision-maker contacts

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

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How this plan invests

This plan

31 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 (6th percentile).

Plan sponsor

Name

VALLEY VIEW HOSPITAL

EIN

all 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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$33K	—
STRATEGIC ADVISORS, INC	04-2654524

Investments

31 direct securities· $74.7M(100% of reported assets)

Pooled Separate Accounts

$72.1M

28 holdings

Other securities

$2.0M

2 holdings

Bonds / Notes

$575K

1 holding

					% of plan
s * Fidelity 500 Index Pooled Separate Account	Pooled Separate Accounts	—	—	$11.3M	15.1%
American Funds 2035 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$7.8M	10.5%
American Funds 2045 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$6.9M	9.3%
American Funds 2025 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5.8M	7.8%
AB Large Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$5.7M	7.6%
American Funds 2055 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$4.8M	6.4%
American Funds 2050 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$4.0M	5.4%
American Funds 2040 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$3.3M	4.4%
American Funds EuroPacific R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$3.1M	4.2%
PGIM Total Return Bond Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2.6M	3.5%
Fidelity Mid-Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$1.9M	2.6%
New York Life Guaranteed Interest Account Fixed Account	Other securities	—	—	$1.8M	2.5%
American Funds 2030 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.8M	2.5%
JPMorgan Equity Income Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.6M	2.2%
American Funds 2060 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	2.0%
Fidelity Small-Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	2.0%
Fidelity Emerging Mkts K Pooled Separate Account	Pooled Separate Accounts	—	—	$1.3M	1.8%
Carillon Eagle Mid Cap Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	1.6%
American Funds 2020 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.0M	1.4%
American Funds 2010 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.0M	1.3%
PIMCO Income Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$737K	1.0%
Victory Sycmr Est VI Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$634K	0.8%
Principal Real Estate Sec F R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$626K	0.8%
BlackRock High Yield Bond Portfolio K Pooled Separate Account	Pooled Separate Accounts	—	—	$596K	0.8%
Various maturity dates through 2050; interest rates ranging * Notes Receivable from Participants from 4.25% to 9.5%	Bonds / Notes	—	—	$575K	0.8%
American Funds 2065 T Date R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$411K	0.6%
Janus Hndr Triton Fund N Pooled Separate Account	Pooled Separate Accounts	—	—	$308K	0.4%
Undiscovered Managers BHV VI F R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$293K	0.4%
PGIM Global Total Return Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$179K	0.2%
Fixed Accounts Voya Fixed Plus Account III Fixed Account	Other securities	—	—	$151K	0.2%
Fidelity Government - IC Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	<0.1%