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Original filing (PDF)20251016122140NAL0006300033003
VALLEY PRESBYTERIAN HOSPITAL
Form 5500
FILING_RECEIVED
TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL
403(b) retirement plan
Active participants
1,688
Accounts w/ balance
1,599
Plan assets (EOY)
$89.4M
Net assets (EOY)
$89.4M
How this plan invests
This plan
1 pooled trust
Schedule D
73 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY PRESBYTERIAN HOSPITAL.
Plan sponsor
Name
VALLEY PRESBYTERIAN HOSPITAL
EIN
95-1945832
Address
15107 VANOWEN STREET · VAN NUYS, CA · 91405
Phone
(818) 782-6600
Industry
Health Care & Social Assistancesee all
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
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $108K | — |
| MUTUAL OF AMERICA LIFE INS. CO. | 13-1614399 | — | RECORD KEEPER | $7K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | — | CONSULTING | $38K | — |
Investments
72 direct securities · 1 pooled fund· $99.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$78.9M
34 holdings
Pooled Separate Account
$10.4M
1 holding
Pooled Separate Accounts
$9.8M
38 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2035 | — | — | — | $10.7M | 12.0% | |
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $10.4M | 11.7% | |
| Vanguard Target Retrmnt 2030 | — | — | — | $9.4M | 10.6% | |
| Vanguard Target Retrmnt 2025 | — | — | — | $7.7M | 8.6% | |
| Vanguard Target Retrmnt 2045 | — | — | — | $6.7M | 7.5% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $6.2M | 7.0% | |
| Vanguard Target Retrmnt 2040 | — | — | — | $6.2M | 6.9% | |
| Vanguard Instl Index | — | — | — | $5.5M | 6.1% | |
| Vanguard Target Retrmnt 2050 | — | — | — | $5.3M | 6.0% | |
| Vanguard Target Retrmnt 2020 | — | — | — | $4.9M | 5.4% | |
| Vanguard Target Retrmnt 2055 | — | — | — | $2.9M | 3.3% | |
| Group Fixed Annuity Contract Lincoln Stable Value Account*** | — | — | — | $2.4M | 2.7% | |
| Insurance Contract General Fund Mutual of America Interest Accumulation Account*** | — | — | — | $2.0M | 2.3% | |
| Vanguard Target Retrmnt Inc | — | — | — | $1.7M | 1.9% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.5M | 1.6% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $1.3M | 1.5% | |
| Mutual of America 2060 Retirement Fund | Pooled Separate Accounts | — | — | $1.3M | 1.4% | |
| maturing through March 2032 0 | — | — | — | $1.2M | 1.3% | |
| Fidelity Investments® VIP Contrafund® Portfolio | Pooled Separate Accounts | — | — | $1.2M | 1.3% | |
| Mutual of America Aggressive Allocation Fund | Pooled Separate Accounts | — | — | $922K | 1.0% | |
| Mutual of America 2030 Retirement Fund | Pooled Separate Accounts | — | — | $710K | 0.8% | |
| Mutual of America 2045 Retirement Fund | Pooled Separate Accounts | — | — | $661K | 0.7% | |
| Mutual of America 2035 Retirement Fund | Pooled Separate Accounts | — | — | $640K | 0.7% | |
| Mutual of America 2050 Retirement Fund | Pooled Separate Accounts | — | — | $635K | 0.7% | |
| Mutual of America Equity Index Fund | Pooled Separate Accounts | — | — | $596K | 0.7% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $544K | 0.6% | |
| T. Rowe Price Blue Chip Growth Fund | Pooled Separate Accounts | — | — | $418K | 0.5% | |
| Fidelity Investments® VIP Mid Cap Portfolio | Pooled Separate Accounts | — | — | $380K | 0.4% | |
| Vanguard VIF International Portfolio | Pooled Separate Accounts | — | — | $373K | 0.4% | |
| Vanguard REIT Index Adm | — | — | — | $363K | 0.4% | |
| Invesco Diversified Dividend R5 | — | — | — | $347K | 0.4% | |
| Vanguard Developed Mkt Index Adm | — | — | — | $317K | 0.4% | |
| Metropolitan West Metropolitan West Ttl urn Bd Admin | — | — | — | $287K | 0.3% | |
| Mutual of America Moderate Allocation Fund | Pooled Separate Accounts | — | — | $241K | 0.3% | |
| Fidelity Investments® VIP Asset Manager(SM) Portfolio | Pooled Separate Accounts | — | — | $224K | 0.3% | |
| Nationwide Geneva Small Cap Gr A | — | — | — | $171K | 0.2% | |
| Goldman Sachs VIT US Equity Insights Fund ** 761 * Pooled Separate Account Invesco V.I. Main Street Fund | Pooled Separate Accounts | — | — | $167K | 0.2% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $154K | 0.2% | |
| American Funds American Funds Inf Linked Bd R5E | — | — | — | $146K | 0.2% | |
| Mutual of America Core Bond Fund | Pooled Separate Accounts | — | — | $142K | 0.2% | |
| BNY Mellon Glbl Fixed Inc A | — | — | — | $139K | 0.2% | |
| American Century VP Capital Appreciation Fund | Pooled Separate Accounts | — | — | $134K | 0.1% | |
| Mutual of America Small Cap Growth Fund | Pooled Separate Accounts | — | — | $122K | 0.1% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 | — | — | — | $120K | 0.1% | |
| Janus Henderson Enterprise T | — | — | — | $117K | 0.1% | |
| Mutual of America Intermediate Bond Fund | Pooled Separate Accounts | — | — | $115K | 0.1% | |
| Mutual of America Small Cap Value Fund | Pooled Separate Accounts | — | — | $114K | 0.1% | |
| Mutual of America Conservative Allocation Fund | Pooled Separate Accounts | — | — | $112K | 0.1% | |
| Interest-Bearing Cash State Street Bank & Trust Co. | — | — | — | $110K | 0.1% | |
| Artisan Intl Val Inv | — | — | — | $106K | 0.1% | |
| Mutual of America 2015 Retirement Fund | Pooled Separate Accounts | — | — | $102K | 0.1% | |
| Vanguard VIF Diversified Value Portfolio | Pooled Separate Accounts | — | — | $98K | 0.1% | |
| DWS Capital Growth VIP | Pooled Separate Accounts | — | — | $90K | 0.1% | |
| Mutual of America All America Fund | Pooled Separate Accounts | — | — | $83K | <0.1% | |
| Calvert VP SRI Balanced Portfolio | Pooled Separate Accounts | — | — | $79K | <0.1% | |
| Invesco Developing Mkts Y | — | — | — | $72K | <0.1% | |
| Allspring Spec Mid Cap Val A | — | — | — | $66K | <0.1% | |
| Brandywine BrandywineGlbl High Yield A | — | — | — | $44K | <0.1% | |
| American Funds American Funds Capital Inc Bldr R6 | — | — | — | $39K | <0.1% | |
| Fidelity Investments® VIP Equity-Income Portfolio | Pooled Separate Accounts | — | — | $33K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | Pooled Separate Accounts | — | — | $30K | <0.1% | |
| Mutual of America Mid Cap Value Fund | Pooled Separate Accounts | — | — | $30K | <0.1% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $27K | <0.1% | |
| PIMCO VIT Real Return Portfolio | Pooled Separate Accounts | — | — | $17K | <0.1% | |
| Mutual of America Balanced Fund | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| Vanguard VIF REIT Index Portfolio | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| Mutual of America International Fund | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| Mutual of America 2025 Retirement Fund | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| Mutual of America Money Market Fund | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Mutual of America Retirement Income Fund | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| American Funds IS New World Fund | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Mutual of America Mid-Cap Equity Index Fund | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Mutual of America 2020 Retirement Fund | Pooled Separate Accounts | — | — | $1K | <0.1% |