Lower Valley Hospital Association 403(b) match, vesting and fees
What Lower Valley Hospital Association's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Wipfli LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Lower Valley Hospital Association: employer contribution per participant | $2,227 | |
| Peer median | $1,337 |
| Lower Valley Hospital Association: average balance | $57,771 | |
| Peer median | $35,764 |
| Lower Valley Hospital Association: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.7M at the end of plan year 2021 to $30.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 763 | $30.2M | $1.2M | $2,227 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 740 | $25.6M | $1.1M | $2,216 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 730 | $19.7M | $998K | $2,028 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 677 | $21.7M | $966K | $2,142 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Lower Valley Hospital Association match 401(k) contributions?
The match terms for the Family Health West 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,227 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lower Valley Hospital Association 401(k) match vested?
The vesting schedule for the Family Health West 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lower Valley Hospital Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Lower Valley Hospital Association.
I left Lower Valley Hospital Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lower Valley Hospital Association, (970) 858-2169) or the recordkeeper, American United Life Insurance Co. The Lower Valley Hospital Association old 401(k) page lists the contacts from every plan filing. Find an old Lower Valley Hospital Association 401(k)
Data from the public Form 5500 annual reports Lower Valley Hospital Association filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lower Valley Hospital Association. Not financial advice. Report a correction · Methodology