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Original filing (PDF)20251015154425NAL0005028577001
SOUTH NASSAU COMMUNITIES HOSPITAL
Form 5500
FILING_RECEIVED
SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
4,084
Accounts w/ balance
5,254
Plan assets (EOY)
$358.6M
Net assets (EOY)
$358.6M
How this plan invests
This plan
72 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 SOUTH NASSAU COMMUNITIES HOSPITAL.
Plan sponsor
Name
SOUTH NASSAU COMMUNITIES HOSPITAL
EIN
11-1352310
Address
1 HEALTHY WAY · OCEANSIDE, NY · 11572
Phone
(516) 632-4080
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WISS AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $328K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITITES BROKER | $0 | — |
| HEALTHCARE COMMUNITY SECURITIES COR | — | RENSSELAER, NY | BROKER | $0 | — |
Investments
69 direct securities· $361.7M(100% of reported assets)
Uncategorized
$352.7M
68 holdings
Guaranteed Income / GIC
$9.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | — | — | — | $37.6M | 10.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $36.6M | 10.2% | |
| Vanguard Target Retirement 2025 | — | — | — | $33.4M | 9.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $31.1M | 8.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $29.7M | 8.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $27.6M | 7.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $27.0M | 7.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $20.0M | 5.6% | |
| Vanguard Instl Index | — | — | — | $18.1M | 5.0% | |
| Vanguard Target Retirement 2020 | — | — | — | $14.8M | 4.1% | |
| T. Rowe Price T. Rowe Price Large Cap Growth I | — | — | — | $11.0M | 3.1% | |
| Vanguard Growth Index Adm | — | — | — | $9.6M | 2.7% | |
| Metlife Stable Val 403b Cl 0 | Guaranteed Income / GIC | — | — | $9.0M | 2.5% | |
| Vanguard Target Retrmnt Inc | — | — | — | $6.2M | 1.7% | |
| Vanguard Value Index Adm | — | — | — | $4.3M | 1.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $3.8M | 1.1% | |
| Vanguard Total Bond Mkt Index Adm | — | — | — | $3.1M | 0.9% | |
| Notes Receivable From Participants Interest rate of 4.25% to 9.50% | — | — | — | $3.0M | 0.8% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $2.8M | 0.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $2.7M | 0.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $2.6M | 0.7% | |
| MFS International Value R6 | — | — | — | $2.5M | 0.7% | |
| MFS Intl Val R6 | — | — | — | $2.5M | 0.7% | |
| Vanguard Mid Cap Growth Index Adm | — | — | — | $2.5M | 0.7% | |
| Diamond Hill Diamond Hill Large Cap I | — | — | — | $2.4M | 0.7% | |
| John Hancock JHancock3 Disciplined Val Mid Cap I | — | — | — | $2.3M | 0.7% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $2.1M | 0.6% | |
| Vanguard Small Cap Growth Index Adm | — | — | — | $2.0M | 0.6% | |
| Blackrock High Yield Bond Instl | — | — | — | $1.9M | 0.5% | |
| Champlain Mid Cap Instl | — | — | — | $1.7M | 0.5% | |
| Vanguard Mid Cap Value Index Adm | — | — | — | $1.6M | 0.4% | |
| Metropolitan West Metropolitan West Total Return Bond I | — | — | — | $1.4M | 0.4% | |
| Vanguard Star | — | — | — | $1.3M | 0.4% | |
| Principal Real Estate Sec Inst | — | — | — | $819K | 0.2% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $723K | 0.2% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $594K | 0.2% | |
| T. Rowe Price T. Rowe Price Inf Protected Bond | — | — | — | $551K | 0.2% | |
| Profunds Bitcoin Strategy | — | — | — | $224K | <0.1% | |
| Vanguard Reit Index | — | — | — | $143K | <0.1% | |
| Matthews Asia Funds Matthews China Fund | — | — | — | $138K | <0.1% | |
| Charles Schwab S&P 500 Index Fund | — | — | — | $36K | <0.1% | |
| Fidelity Slct Electronic | — | — | — | $33K | <0.1% | |
| Charles Schwab Value Advantage | — | — | — | $17K | <0.1% | |
| Charles Schwab Govt. Secs. Fund | — | — | — | $17K | <0.1% | |
| Blackrock All Cap Energy | — | — | — | $15K | <0.1% | |
| Brown Advisory Brown Advisory 949 Columbia Seligman Comm | — | — | — | $15K | <0.1% | |
| Oppenheimer Global Fund | — | — | — | $12K | <0.1% | |
| Vanguard Total Stock Market | — | — | — | $9K | <0.1% | |
| T Rowe T Rowe Price Capital | — | — | — | $8K | <0.1% | |
| Charles Schwab US Large Cap | — | — | — | $7K | <0.1% | |
| Invesco Real Estate Fund | — | — | — | $7K | <0.1% | |
| Federated Kaufmann Federated Kaufmann Small | — | — | — | $5K | <0.1% | |
| J.P. Morgan J.P. Morgan Income I | — | — | — | $4K | <0.1% | |
| Vanguard High Yield Corp | — | — | — | $3K | <0.1% | |
| Oppenheimer Gold & Special Minerals | — | — | — | $3K | <0.1% | |
| T Rowe T Rowe Price Dividend | — | — | — | $3K | <0.1% | |
| Charles Schwab 1000 Index Fund | — | — | — | $3K | <0.1% | |
| Fidelity Floating Rate | — | — | — | $2K | <0.1% | |
| Morgan Stanley Morgan Stanley Capital 809 Morgan Stanley Morgan Stanley Growth | — | — | — | $2K | <0.1% | |
| Charles Schwab Money Market Fund | — | — | — | $2K | <0.1% | |
| T Rowe T Rowe Price Ultra Short 810 Thrivent Small Cap Stock | — | — | — | $2K | <0.1% | |
| Parnassus Equity Income | — | — | — | $2K | <0.1% | |
| American Century American Century Legacy | — | — | — | $2K | <0.1% | |
| Matthews Asia Funds Matthews China Fd Instl | — | — | — | $1K | <0.1% | |
| Charles Schwab Fundamental Us | — | — | — | $1K | <0.1% | |
| Blackrock Eqty Dividend | — | — | — | $1K | <0.1% | |
| Ocm Gold Ocm Gold Fd Advisor Class | — | — | — | $1K | <0.1% | |
| Ocm Gold Ocm Gold Investor | — | — | — | $1K | <0.1% | |
| Charles Schwab Target 2030 Index | — | — | — | $1K | <0.1% |