Original filing (PDF)20251015163042NAL0002753075001

MOUNT SINAI SOUTH NASSAU

Name: MOUNT SINAI SOUTH NASSAU — RETIREMENT PLAN FOR EMPLOYEES OF SOUTH NASSAU COMMUNITIES HOSPITAL, Form 5500 (2024)
Creator: MOUNT SINAI SOUTH NASSAU

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF SOUTH NASSAU COMMUNITIES HOSPITAL

Defined-benefit pension plan

Signals · 2

30% in single holdingNo recordkeeper disclosed

Active participants

714

Accounts w/ balance

—

Plan assets (EOY)

$131.5M

Net assets (EOY)

$131.5M

How this plan invests

This plan

3 pooled trusts

Schedule D

454 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: ARTISAN MULTIPLE INVESTMENT TRUST (extraction pending)]" is 30% of plan.
22 bps in Schedule C fees — 120% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT SINAI SOUTH NASSAU.

Plan sponsor

Name

MOUNT SINAI SOUTH NASSAU

EIN

11-1352310

Address

ONE HEALTHY WAY · OCEANSIDE, NY · 11572

Phone

(516) 632-3965

Industry

Health Care & Social Assistancesee all

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

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WISS AND COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE ASSOCIATES LLC	—	BOSTON, MA	NONE	$188K	—
BANK OF AMERICA	94-1687665	—	NONE	$73K	—
ARROWSTREET CAPITAL LP	—	BOSTON, MA	NONE	$19K	—
VULCAN VALUE PARTNERS LLC	—	BIRMINGHAM, AL	NONE	$9K	—

Investments

454 direct securities · 3 pooled funds· $17.6M(13% 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.

Uncategorized

$8.8M

454 holdings

Common Collective Trust

$5.3M

2 holdings

103-12 Investment Entity

$3.4M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
ARROWSTREET INTERNATIONAL EQUITY ARROWSTREET CAPTIAL LLP · EIN 45-6500555 / PN 003	103-12 Investment Entity	—	—	$3.4M	2.6%
[DFE: ARTISAN MULTIPLE INVESTMENT TRUST (extraction pending)]	—	—	—	$2.7M	2.0%
ARTISAN GLOBAL DISCOVERY TRUST ARTISAN MULTIPLE INVESTMENT TRUST · EIN 26-3653822 / PN 021	Common Collective Trust	—	—	$2.7M	2.0%
[DFE: ARTISAN MULTIPLE INVESTMENT TRUST (extraction pending)]	—	—	—	$2.7M	2.0%
ARTISAN GLOBAL OPPORTUNITIES ARTISAN MULTIPLE INVESTMENT TRUST · EIN 26-3653822 / PN 021	Common Collective Trust	—	—	$2.7M	2.0%
ASML HOLDING NV	—	193.135	$147K	$200K	0.2%
UNICREDIT SPA	—	4,442.858	$106K	$165K	0.1%
TAIWAN SEMICONDUCTOR MANUFACTU ADR	—	809.935	$133K	$141K	0.1%
CHINA CONSTRUCTION BANK CORP HK/00939	—	122,552.899	$76K	$91K	<0.1%
PETROLEO BRASILEIRO SA	—	13,058.078	$82K	$89K	<0.1%
TURKIYE GARANTI BANKASI AS	—	24,641.103	$31K	$84K	<0.1%
BARCLAYS PLC	—	31,793.727	$59K	$84K	<0.1%
NOVARTIS AG	—	761.563	$75K	$82K	<0.1%
DEUTSCHE BANK AG	—	4,910.057	$58K	$78K	<0.1%
BP PLC ADR	—	2,134.419	$84K	$77K	<0.1%
ROCHE HOLDING AG	—	250.085	$74K	$69K	<0.1%
BANK OF CHINA LTD HK/03988	—	136,886.848	$54K	$68K	<0.1%
ABN AMRO BANK NV	—	3,884.21	$66K	$64K	<0.1%
STELLANTIS NV	—	2,721.823	$53K	$54K	<0.1%
PETROCHINA CO LTD HK/00857	—	53,195.473	$37K	$54K	<0.1%
VOLKSWAGEN AG	—	467.845	$65K	$53K	<0.1%
MEDIATEK INC	—	1,161.033	$33K	$50K	<0.1%
ARCELORMITTAL SA	—	2,184.877	$59K	$50K	<0.1%
ING GROEP NV	—	2,918.484	$44K	$50K	<0.1%
SHAANXI COAL INDUSTRY CO LTD	—	13,780.219	$36K	$49K	<0.1%
VOLVO AB	—	1,743.374	-$45K	$46K	<0.1%
AEGON LTD	—	7,386.165	$48K	$46K	<0.1%
BANCO BRADESCO SA	—	19,772.98	$64K	$44K	<0.1%
NN GROUP NV	—	940.157	$36K	$44K	<0.1%
TURKIYE IS BANKASI AS	—	81,483.801	$18K	$39K	<0.1%
WOLTERS KLUWER NV	—	230.516	$32K	$38K	<0.1%
SAMSUNG ELECTRONICS CO LTD	—	753.422	$34K	$35K	<0.1%
BP PLC	—	5,735.851	$34K	$34K	<0.1%
ABB LTD	—	618.398	$32K	$34K	<0.1%
UBS GROUP AG	—	1,126.714	$30K	$33K	<0.1%
EQUINOR ASA ADR	—	1,110.914	$30K	$32K	<0.1%
ANTOFAGASTA PLC	—	1,101.067	$31K	$29K	<0.1%
SAP SE	—	141.662	$24K	$29K	<0.1%
PDD HOLDINGS INC ADR	—	209.702	$26K	$28K	<0.1%
DEUTSCHE TELEKOM AG	—	1,033.492	$24K	$26K	<0.1%
HACI OMER SABANCI HOLDING AS	—	8,732.829	$16K	$26K	<0.1%
NORDEA BANK ABP	—	2,112.83	$22K	$25K	<0.1%
EVOLUTION AB	—	210.899	-$25K	$23K	<0.1%
GLENCORE PLC	—	3,878.291	-$23K	$22K	<0.1%
SOCIONEXT INC	—	869.397	-$20K	$21K	<0.1%
DEUTSCHE POST AG	—	490.7	$18K	$20K	<0.1%
TENARIS S.A. USD1	—	1,154.157	-$18K	$20K	<0.1%
ALLIANZ SE	—	69.239	$20K	$19K	<0.1%
SIEMENS AG	—	98.336	$18K	$18K	<0.1%
PETROLEO BRASILEIRO SA ADR	—	1,259.691	$17K	$18K	<0.1%
SHELL PLC	—	464.824	$15K	$17K	<0.1%
ITAU UNIBANCO HOLDING SA	—	2,858.896	$18K	$17K	<0.1%
KOC HOLDING AS	—	2,383.227	$10K	$16K	<0.1%
ZURICH INSURANCE GROUP AG	—	30.252	$15K	$16K	<0.1%
MUENCHENER RUECKVERSICHERUNGS-	—	31.887	$13K	$16K	<0.1%
LLOYDS BANKING GROUP PLC	—	22,493.286	$15K	$16K	<0.1%
WOLONG ELECTRIC GROUP CO LTD	—	7,330.008	-$16K	$15K	<0.1%
YUNNAN COPPER CO LTD	—	7,788.031	-$15K	$14K	<0.1%
ENBRIDGE INC	—	385.955	$14K	$14K	<0.1%
SHANDONG XINCHAO ENERGY CORP L	—	52,636.207	$19K	$13K	<0.1%
RWE AG	—	377.637	$17K	$13K	<0.1%
DSV A/S	—	76.774	-$13K	$12K	<0.1%
MEDIOBANCA BANCA DI CREDITO FI	—	812.347	$10K	$12K	<0.1%
VODAFONE GROUP PLC	—	13,403.641	$12K	$12K	<0.1%
INVESTOR AB	—	424.363	$11K	$12K	<0.1%
RHEINMETALL AG	—	20.869	-$7K	$12K	<0.1%
GERDAU SA	—	2,612.521	-$14K	$11K	<0.1%
SUNCOR ENERGY INC	—	283.225	$10K	$11K	<0.1%
MANULIFE FINANCIAL CORP	—	443.94	-$9K	$11K	<0.1%
HENAN SHENHUO COAL & POWER CO	—	4,397.898	-$10K	$10K	<0.1%
BRENNTAG SE	—	148.162	$12K	$10K	<0.1%
HOLCIM AG	—	109.749	$10K	$10K	<0.1%
HUAIBEI MINING HOLDINGS CO LTD	—	4,193.895	$9K	$10K	<0.1%
SAIPEM SPA	—	3,692.945	$9K	$9K	<0.1%
XIAMEN C & D INC	—	6,861.338	-$9K	$9K	<0.1%
SHANGHAI YAOJI TECHNOLOGY CO L	—	2,942.937	-$13K	$9K	<0.1%
STMICROELECTRONICS NV	—	236.994	$11K	$9K	<0.1%
MERCEDES-BENZ GROUP AG	—	132.653	$11K	$9K	<0.1%
BEIQI FOTON MOTOR CO LTD	—	22,839.288	-$11K	$9K	<0.1%
AGNICO EAGLE MINES LIMITED	—	160.085	-$9K	$9K	<0.1%
TURKIYE PETROL RAFINERILERI AS	—	1,799.07	$9K	$9K	<0.1%
STMICROELECTRONICS NV	—	229.18	$10K	$9K	<0.1%
DEUTSCHE BANK AG	—	561.466	$7K	$9K	<0.1%
TURKIYE VAKIFLAR BANKASI TAO	—	12,696.983	$6K	$9K	<0.1%
NINGBO HUAXIANG ELECTRONIC CO	—	4,561.875	-$9K	$8K	<0.1%
CHINA RAILWAY GROUP LTD	—	10,053.762	-$11K	$8K	<0.1%
TORONTO-DOMINION BANK/THE	—	143.628	$9K	$8K	<0.1%
BAOXINIAO HOLDING CO LTD	—	8,682.165	-$7K	$8K	<0.1%
SAP SE ADR	—	37.108	$6K	$7K	<0.1%
SWISS RE AG	—	60.163	$7K	$7K	<0.1%
HON HAI PRECISION INDUSTRY CO	—	1,094.126	$7K	$7K	<0.1%
MITSUBISHI UFJ FINANCIAL GROUP	—	763.92	-$7K	$7K	<0.1%
LEONARDO SPA	—	306.279	$4K	$7K	<0.1%
SOUTHERN PUBLISHING & MEDIA CO	—	4,039.647	-$11K	$7K	<0.1%
ENI SPA	—	458.998	$7K	$7K	<0.1%
ASE TECHNOLOGY HOLDING CO LTD ADR	—	597.859	$5K	$7K	<0.1%
HYUNDAI MOTOR CO	—	51.65	$4K	$7K	<0.1%
ADIDAS AG	—	27.062	-$6K	$7K	<0.1%
CGI INC	—	65.624	$7K	$7K	<0.1%
SUZUKI MOTOR CORP	—	182.42	-$7K	$7K	<0.1%
STAR BULK CARRIERS CORP	—	258.318	$5K	$6K	<0.1%
BCE INC NEW	—	168.486	-$7K	$6K	<0.1%
TOPSEC TECHNOLOGIES GROUP INC	—	7,755.332	-$8K	$6K	<0.1%
TECK RESOURCES LTD CL B SUB-VTG	—	141.613	-$6K	$6K	<0.1%
BANCO BRADESCO SA ADR	—	2,707.761	$8K	$6K	<0.1%
NEW WORLD DEVELOPMENT CO LTD HK/00017	—	4,955.052	-$6K	$6K	<0.1%
CHINA PETROLEUM & CHEMICAL COR HK/00386	—	9,109.68	$5K	$6K	<0.1%
HEXING ELECTRICAL CO LTD	—	901.67	$3K	$6K	<0.1%
KGHM POLSKA MIEDZ SA	—	213.266	-$6K	$6K	<0.1%
HENKEL AG & CO KGAA	—	64.746	$5K	$6K	<0.1%
VALE SA ADR	—	516.691	$6K	$6K	<0.1%
CANADIAN NATIONAL RAILWAY CO	—	47.632	$6K	$6K	<0.1%
ASM INTERNATIONAL NV	—	7.362	$4K	$6K	<0.1%
INFINEON TECHNOLOGIES AG	—	146.894	$5K	$5K	<0.1%
PTT EXPLORATION & PRODUCTION P	—	1,277.811	$6K	$5K	<0.1%
QUANTA COMPUTER INC	—	549.031	$4K	$5K	<0.1%
ASE TECHNOLOGY HOLDING CO LTD	—	989.83	$4K	$5K	<0.1%
BARCLAYS PLC ADR	—	473.345	$4K	$5K	<0.1%
ZIJIN MINING GROUP CO LTD HK/02899	—	2,370.839	$5K	$5K	<0.1%
BAYERISCHE MOTOREN WERKE AG	—	52.626	$7K	$5K	<0.1%
BANK OF COMMUNICATIONS CO LTD HK/03328	—	6,321.092	$4K	$5K	<0.1%
DAIKIN INDUSTRIES LTD	—	34.437	-$5K	$5K	<0.1%
PROXIMUS SADP	—	614.285	$4K	$5K	<0.1%
BANK OF JIANGSU CO LTD	—	4,927.502	-$5K	$5K	<0.1%
BANCA MEDIOLANUM SPA	—	419.371	$4K	$5K	<0.1%
ASIAN STAR ANCHOR CHAIN CO LTD CN/601890	—	3,214.487	-$5K	$4K	<0.1%
UNITED MICROELECTRONICS CORP	—	2,512.947	$4K	$4K	<0.1%
HMM CO LTD	—	354.892	-$4K	$4K	<0.1%
WESFARMERS LTD	—	98.641	$4K	$4K	<0.1%
ARCADYAN TECHNOLOGY CORP	—	854.048	$4K	$4K	<0.1%
GANSU ENERGY CHEMICAL CO LTD	—	8,954.122	-$4K	$4K	<0.1%
ASTRAZENECA PLC	—	30.854	-$4K	$4K	<0.1%
HAIER SMART HOME CO LTD	—	1,016.933	-$3K	$4K	<0.1%
AIB GROUP PLC	—	772.583	$4K	$4K	<0.1%
RELX PLC	—	87.06	$3K	$4K	<0.1%
SUMITOMO MITSUI FINANCIAL GROU	—	74.975	-$4K	$4K	<0.1%
ERSTE GROUP BANK AG	—	80.334	$3K	$4K	<0.1%
RAINBOW DIGITAL COMMERCIAL CO	—	4,837.768	-$4K	$4K	<0.1%
UNILEVER PLC	—	76.416	-$4K	$4K	<0.1%
CHINA SHENHUA ENERGY CO LTD HK/01088	—	812.074	$2K	$4K	<0.1%
FINECOBANK BANCA FINECO SPA	—	245.175	$4K	$4K	<0.1%
TELEFONAKTIEBOLAGET LM ERICSSO	—	583.508	$3K	$4K	<0.1%
EURONAV NV	—	203.576	-$4K	$4K	<0.1%
UNITED INTEGRATED SERVICES CO	—	318.792	$2K	$4K	<0.1%
SANDOZ GROUP AG	—	134.441	-$3K	$4K	<0.1%
THAI OIL PCL	—	2,470.456	$4K	$4K	<0.1%
FRESENIUS SE & CO KGAA	—	118.762	$4K	$4K	<0.1%
ALUMINUM CORP OF CHINA LTD HK/02600	—	5,189.972	$4K	$4K	<0.1%
MITAC HOLDINGS CORP	—	2,489.333	-$3K	$3K	<0.1%
ABB LTD	—	59.461	$3K	$3K	<0.1%
BEIJING CAISHIKOU DEPARTMENT S	—	1,861.785	$4K	$3K	<0.1%
DAIMLER TRUCK HOLDING AG	—	80.296	$3K	$3K	<0.1%
CONTINENTAL AG	—	56.105	$4K	$3K	<0.1%
MURATA MANUFACTURING CO LTD	—	154.673	-$3K	$3K	<0.1%
JIANGSU CHANGBAO STEELTUBE CO	—	3,943.183	-$4K	$3K	<0.1%
ASUSTEK COMPUTER INC	—	198.753	$2K	$3K	<0.1%
TECHTRONIC INDUSTRIES CO LTD HK/00669	—	265.816	$3K	$3K	<0.1%
NOVATEK MICROELECTRONICS CORP	—	161.364	$2K	$3K	<0.1%
GSK PLC ADR	—	77.372	$3K	$3K	<0.1%
VSTECS HOLDINGS LTD HK/00856	—	5,230.3	$3K	$3K	<0.1%
BANCOLOMBIA SA	—	358.486	$3K	$3K	<0.1%
BEIJING NEW BUILDING MATERIALS	—	743.455	-$3K	$3K	<0.1%
SVENSKA HANDELSBANKEN AB	—	304.84	$3K	$3K	<0.1%
BAYER AG	—	102.092	$3K	$3K	<0.1%
TELUS CORP	—	163.367	-$3K	$3K	<0.1%
AUO CORP	—	4,901.92	-$3K	$3K	<0.1%
BITFARMS LTD	—	1,267.704	-$3K	$3K	<0.1%
COMMERZBANK AG	—	175.113	$2K	$3K	<0.1%
FRESENIUS MEDICAL CARE AG	—	68.837	$2K	$3K	<0.1%
SHENZHEN HEUNGKONG HOLDING CO	—	10,930.436	-$3K	$3K	<0.1%
CIMC ENRIC HOLDINGS LTD HK/03899	—	2,491.274	$2K	$3K	<0.1%
ALFA LAVAL AB	—	57.115	$2K	$3K	<0.1%
OTP BANK NYRT	—	49.684	$2K	$2K	<0.1%
RANDSTAD NV	—	54.441	$3K	$2K	<0.1%
BANCO BPM SPA	—	380.531	$2K	$2K	<0.1%
PING AN INSURANCE GROUP CO OF HK/02318	—	475.236	-$3K	$2K	<0.1%
BT GROUP PLC	—	1,344.62	$2K	$2K	<0.1%
EOPTOLINK TECHNOLOGY INC LTD	—	320.303	-$3K	$2K	<0.1%
RAIZEN SA	—	3,015.931	-$3K	$2K	<0.1%
LENOVO GROUP LTD HK/00992	—	1,628.85	$2K	$2K	<0.1%
LOGITECH INTERNATIONAL SA	—	23.473	$2K	$2K	<0.1%
YANCOAL AUSTRALIA LTD	—	654.142	-$2K	$2K	<0.1%
WOOLWORTHS GROUP LTD	—	104.015	-$2K	$2K	<0.1%
SAMSUNG ELECTRONICS CO LTD GDR	—	1.942	$2K	$2K	<0.1%
ACER INC	—	1,525.086	$2K	$2K	<0.1%
COMMONWEALTH BANK OF AUSTRALIA	—	33.424	-$2K	$2K	<0.1%
HEIDELBERG MATERIALS AG	—	20.958	$2K	$2K	<0.1%
BEIJING ULTRAPOWER SOFTWARE CO	—	1,745.682	-$3K	$2K	<0.1%
WISTRON CORP	—	710.395	-$3K	$2K	<0.1%
PTT PCL	—	2,409.551	$2K	$2K	<0.1%
VESTAS WIND SYSTEMS A/S	—	80.361	-$2K	$2K	<0.1%
INDUSTRIVARDEN AB	—	62.893	$2K	$2K	<0.1%
SOFTBANK GROUP CORP	—	46.441	-$2K	$2K	<0.1%
GALP ENERGIA SGPS SA	—	96.378	$2K	$2K	<0.1%
SGS SA	—	22.841	$2K	$2K	<0.1%
BANK OF IRELAND GROUP PLC	—	194.156	$2K	$2K	<0.1%
TELE2 AB	—	199.121	$2K	$2K	<0.1%
TDK CORP	—	56.281	-$2K	$2K	<0.1%
HUGO BOSS AG	—	31.873	-$2K	$2K	<0.1%
ZHEN DING TECHNOLOGY HOLDING L	—	486.06	$2K	$2K	<0.1%

Showing top 200 of 457 investments by value.