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Original filing (PDF)20251015181707NAL0010696098001
MAIMONIDES MEDICAL CENTER
Form 5500
FILING_RECEIVED
MAIMONIDES MEDICAL CENTER TAX DEFERRED RETIREMENT PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
8,074
Accounts w/ balance
7,838
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
29 pooled trusts
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 54% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAIMONIDES MEDICAL CENTER.
Plan sponsor
Name
MAIMONIDES MEDICAL CENTER
EIN
11-1635081
Address
4802 TENTH AVENUE · BROOKLYN, NY · 112192916
Phone
(718) 283-7389
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $456K | — |
| MCDERMOTT WILL & EMERY LLP | 36-1453176 | — | NONE | $150K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $84K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $65K | — |
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | NONE | $30K | — |
Investments
42 direct securities · 29 pooled funds· $991.2M(97% 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
$688.7M
40 holdings
Guaranteed Income / GIC
$230.4M
1 holding
Mutual Funds
$51.9M
1 holding
Pooled Separate Account
$20.2M
29 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * TIAA Traditional Fund Benefit Responsive | Guaranteed Income / GIC | — | — | $230.4M | 22.6% | |
| VANGUARD Inst Idx Inst Plus | — | — | — | $138.4M | 13.5% | |
| MFS Conservative Allocation R4 | — | — | — | $63.8M | 6.2% | |
| s * TIAA CREF Stock R2 | Mutual Funds | — | — | $51.9M | 5.1% | |
| VANGUARD Extended Mkt Idx Inst | — | — | — | $51.3M | 5.0% | |
| Allspring Spec Mid Cap Val R6 | — | — | — | $50.5M | 4.9% | |
| T ROWE PRICE T Rowe Price Growth Stock I | — | — | — | $37.6M | 3.7% | |
| MFS Value Fund Class R6 | — | — | — | $34.1M | 3.3% | |
| TIAA Nuveen Internatl Eq Idx R6 | — | — | — | $26.5M | 2.6% | |
| TIAA Traditional Fund Non-Benefit Responsive | — | — | — | $26.1M | 2.6% | |
| American EuroPac American EuroPac Growth R6 | — | — | — | $24.7M | 2.4% | |
| TIAA Nuveen LfCycle Ix 2050 R6 | — | — | — | $23.2M | 2.3% | |
| TIAA Nuveen LfCycle Ix 2045 R6 | — | — | — | $19.3M | 1.9% | |
| PIMCO Real Return Inst Class | — | — | — | $17.8M | 1.7% | |
| TIAA Nuveen LfCycle Ix 2040 R6 | — | — | — | $17.3M | 1.7% | |
| TIAA Nuveen LfCycle Ix 2035 R6 | — | — | — | $16.8M | 1.6% | |
| VANGUARD Ttl Bd Mkt Idx Inst | — | — | — | $16.6M | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $16.2M | 1.6% | |
| TIAA Nuveen LfCycle Ix 2030 R6 | — | — | — | $15.9M | 1.6% | |
| TIAA Nuveen LfCycle Ix 2055 R6 | — | — | — | $14.8M | 1.4% | |
| TIAA CREF Equity Index R2 | — | — | — | $12.8M | 1.3% | |
| TIAA CREF Social Choice R2 | — | — | — | $11.4M | 1.1% | |
| Alliance Bernstein AllianceBernstein Sm Cap Gr Z | — | — | — | $11.0M | 1.1% | |
| TIAA Nuveen LfCycle Ix 2025 R6 | — | — | — | $10.8M | 1.1% | |
| PIMCO Total Return Instl | — | — | — | $9.9M | 1.0% | |
| Neuberger Real Estate R6 | — | — | — | $7.3M | 0.7% | |
| TIAA Nuveen LfCycle Ix 2020 R6 | — | — | — | $7.0M | 0.7% | |
| TIAA CREF Money Market R2 | — | — | — | $7.0M | 0.7% | |
| VANGUARD Federal Money Mkt Inv | — | — | — | $5.7M | 0.6% | |
| TIAA Stable Fund Benefit Responsive | — | — | — | $2.2M | 0.2% | |
| TIAA Nuveen LfCycle Ix 2060 R6 | — | — | — | $2.1M | 0.2% | |
| TIAA Nuveen LfCyc Ix Ret Inc R6 | — | — | — | $1.7M | 0.2% | |
| MEDLEY PRUDENTIAL CAPITAL GROWTH AC THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $1.3M | 0.1% | |
| Empower Guaranteed Interest Benefit Responsive | — | — | — | $1.1M | 0.1% | |
| TIAA CREF Global Equities R2 | — | — | — | $1.1M | 0.1% | |
| MEDLEY PSF STOCK INDEX PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $991K | <0.1% | |
| MetLife Fixed Interest Benefit Responsive | — | — | — | $854K | <0.1% | |
| MEDLEY PSF PGIM JENNISON BLEND PORT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 069 | Pooled Separate Account | — | — | $752K | <0.1% | |
| TIAA CREF Growth R2 | — | — | — | $748K | <0.1% | |
| TIAA Nuveen LfCycle Ix 2065 R6 | — | — | — | $506K | <0.1% | |
| MEDLEY PSF PGIM FLEXIBLE MANAGED PO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 086 | Pooled Separate Account | — | — | $475K | <0.1% | |
| TIAA CREF Core Bond R2 | — | — | — | $356K | <0.1% | |
| MEDLEY PSF GLOBAL PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 071 | Pooled Separate Account | — | — | $244K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R2 | — | — | — | $199K | <0.1% | |
| MEDLEY PSF PGIM 50/50 BALANCED PORT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $77K | <0.1% | |
| TIAA Nuveen LfCycle Ix 2015 R6 | — | — | — | $70K | <0.1% | |
| Empower PGIM Quant Solutions Large-Cap Index Z | — | — | — | $58K | <0.1% | |
| TIAA Nuveen LfCycle Ix 2010 R6 | — | — | — | $57K | <0.1% | |
| METLIFE STOCK INDEX PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $54K | <0.1% | |
| MEDLEY PSF PGIM TOTAL RET BOND PORT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 083 | Pooled Separate Account | — | — | $50K | <0.1% | |
| MEDLEY PSF PGIM GOVT MMKT PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 025 | Pooled Separate Account | — | — | $47K | <0.1% | |
| PIMCO Total Return A | — | — | — | $8K | <0.1% | |
| MEDLEY PSF PGLM GOVT INCOME PORTFOL THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 084 | Pooled Separate Account | — | — | $6K | <0.1% | |
| BH/ARTISAN MID CAP VALUE PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BLACKROCK BOND INCOME PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| METLIFE AGGREGATE BOND INDEX PORTFO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| WESTERN ASSET MANAGEMENT STRATEGIC METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $322 | <0.1% | |
| FIDELITY VIP GROWTH PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $309 | <0.1% | |
| FRONTIER MID CAP GROWTH PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $183 | <0.1% | |
| BH/WELLINGTON BALANCED METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $141 | <0.1% | |
| AMERICAN FUNDS GROWTH FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $132 | <0.1% | |
| AMERICAN FUNDS GROWTH-INCOME FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $132 | <0.1% | |
| BH/WELLINGTON LARGE CAP RESEARCH PO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $128 | <0.1% | |
| MORGAN STANLEY DISCOVERY PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $128 | <0.1% | |
| FIDELITY VIP EQUITY-INCOME PORTFOLI METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $117 | <0.1% | |
| INVESCO GLOBAL EQUITY PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $103 | <0.1% | |
| T. ROWE PRICE SMALL CAP GROWTH PORT METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $101 | <0.1% | |
| BAILLIE GIFFORD INTERNATIONAL STOCK METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $19 | <0.1% | |
| MFS TOTAL RETURN PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $10 | <0.1% | |
| FIDELITY VIP INVESTMENT GRADE BOND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $10 | <0.1% | |
| PRUDENTIAL INSURANCE PGIM QMA STOCK PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 06-1050034 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% |