Civic Intelligence

Fortis Health

Plan context: VALEO HOME HEALTH AND HOSPICE 401(K) PLAN

EIN 45-1772032 • Murray, UT • 4 filings • 2 plans

5250 S Commerce Dr. Suite 225Murray, UT 84107
Current Snapshot

Latest Year

2024

2024 Participants

139

2024 Assets

$753,767

2024 Contributions

$660,330

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$753,767$376,884$020212022YearValue
$753,767Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

139700202120232024YearValue
139Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241139$0$0-
Fortis Health and Welfare Benefit Plan-139---
20231127$0$0-
Fortis Health and Welfare Benefit Plan-127---
20221113$753,767$660,330$5,844iApproximate average salary by contribution assumption: employee only about $146,091 at 4% or $97,394 at 6%; with 50% employer match about $97,394 at 4% or $64,929 at 6%; with 100% employer match about $73,045 at 4% or $48,697 at 6%.
VALEO HOME HEALTH AND HOSPICE 401(K) PLAN-113$753,767$660,330$5,844iApproximate average salary by contribution assumption: employee only about $146,091 at 4% or $97,394 at 6%; with 50% employer match about $97,394 at 4% or $64,929 at 6%; with 100% employer match about $73,045 at 4% or $48,697 at 6%.
2021185$142,526$143,282$1,686iApproximate average salary by contribution assumption: employee only about $42,142 at 4% or $28,095 at 6%; with 50% employer match about $28,095 at 4% or $18,730 at 6%; with 100% employer match about $21,071 at 4% or $14,047 at 6%.
VALEO HOME HEALTH AND HOSPICE 401(K) PLAN-85$142,526$143,282$1,686iApproximate average salary by contribution assumption: employee only about $42,142 at 4% or $28,095 at 6%; with 50% employer match about $28,095 at 4% or $18,730 at 6%; with 100% employer match about $21,071 at 4% or $14,047 at 6%.