Original filing (PDF)20251015161711NAL0005099105001

NORTHWELL HEALTH, INC.

Name: NORTHWELL HEALTH, INC. — NORTHWELL HEALTH 403(B) PLAN, Form 5500 (2024)
Creator: NORTHWELL HEALTH, INC.

Form 5500

FILING_RECEIVED

NORTHWELL HEALTH 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

49,356

Accounts w/ balance

54,511

Plan assets (EOY)

$10.9B

Net assets (EOY)

$10.9B

How this plan invests

This plan

47 pooled trusts

Schedule D

150 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (3 bps vs 5 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWELL HEALTH, INC..

Plan sponsor

Name

NORTHWELL HEALTH, INC.

EIN

11-3418133

Address

972 BRUSH HOLLOW ROAD · 5TH FLOOR · WESTBURY, NY · 115901740

Phone

(516) 734-7000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	NONE	$2.9M	—
ROCATON INVESTMENT ADVISORS	04-3638035	—	NONE	$111K	—
ERNST & YOUNG, LLP	11-2241326	—	NONE	$69K	—
MORGAN LEWIS & BOCKIUS LLP	23-0891050	—	NONE	$34K	—
MEKETA INVESTMENT GROUP	04-2659023	—	NONE	$18K	—

Investments

112 direct securities · 47 pooled funds· $10.6B(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$10.4B

109 holdings

Mutual Funds

$252.4M

2 holdings

Guaranteed Income / GIC

$6.4M

1 holding

Pooled Separate Account

$4.3M

46 holdings

Common Collective Trust

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Institutional Index Instl Pl	—	—	—	$1.5B	13.6%
Investments at contract value MetLife Group Annuity Contract*	—	—	—	$1.1B	9.8%
50% Edgewood /50% Harbor Lg Cap Growth Option	—	—	—	$993.2M	9.1%
Vanguard Institutional Target Retirement 2030	—	—	—	$677.3M	6.2%
Vanguard Institutional Target Retirement 2040	—	—	—	$647.4M	5.9%
Vanguard Institutional Target Retirement 2045	—	—	—	$629.0M	5.8%
Vanguard Wellington Adm	—	—	—	$610.4M	5.6%
Vanguard Institutional Target Retirement 2035	—	—	—	$605.2M	5.5%
Vanguard Institutional Target Retirement 2050	—	—	—	$591.5M	5.4%
Vanguard Institutional Target Retirement 2025	—	—	—	$538.1M	4.9%
50% Diamond Hill / 50% Dodge & Cox Lg Value	—	—	—	$523.3M	4.8%
Vanguard Extended Mrkt Inx InstlPlus	—	—	—	$307.4M	2.8%
Vanguard Institutional Target Retirement 2020	—	—	—	$294.7M	2.7%
Vanguard Institutional Target Retirement 2055	—	—	—	$287.8M	2.6%
50% Champlain / 50% Diamond Hill Small Cap Option	—	—	—	$232.9M	2.1%
s 50% Artisan / 50%BNY Mellon International Option	Mutual Funds	—	—	$225.1M	2.1%
Vanguard Total Bond Market Idx Instl Pls	—	—	—	$211.3M	1.9%
Vanguard Target Retirement Income	—	—	—	$156.7M	1.4%
Vanguard Institutional Target Retirement 2060	—	—	—	$147.7M	1.4%
Vanguard Institutional Stock Index Instl	—	—	—	$95.9M	0.9%
50% Dodge & Cox /50% Allspring Core Bond Option	—	—	—	$74.5M	0.7%
Principal Global Real Estate Sec Inst	—	—	—	$42.6M	0.4%
Lincoln Fixed Interest Account*	—	—	—	$33.6M	0.3%
s (continued) Vanguard Institutional Target Retirement 2065 Inv	Mutual Funds	—	—	$27.3M	0.3%
JPMorgan Emerging Markets Equity R6	—	—	—	$27.3M	0.3%
Transamerica Financial Life Insurance Co. Fixed Fund*	—	—	—	$24.7M	0.2%
Transamerica Partners Large Growth*	—	—	—	$9.9M	<0.1%
Transamerica Large Value Opportunities Variable*	—	—	—	$9.0M	<0.1%
Transamerica Partners Large Core*	—	—	—	$8.5M	<0.1%
State Street Bank Instl US Govt Money Market Premier*	—	—	—	$8.2M	<0.1%
American General Life Insurance Co. Annuity Contracts*	Guaranteed Income / GIC	—	—	$6.4M	<0.1%
Lincoln LVIP Ssga S&P 500 Index*	—	—	—	$6.1M	<0.1%
Vanguard Institutional Target Retirement 2070 Inv	—	—	—	$6.0M	<0.1%
Empower (Prev. Prudential) Guaranteed Interest Account*	—	—	—	$4.2M	<0.1%
Lincoln Fidelity Growth Portfolio*	—	—	—	$4.0M	<0.1%
Transamerica Partners Balanced II Variable*	—	—	—	$2.7M	<0.1%
Medley PSF PGIM Jennison Blend Portfolio	—	—	—	$2.1M	<0.1%
Transamerica Partners International Equity*	—	—	—	$2.0M	<0.1%
Unallocated general funds Transamerica Financial Life Insurance Company Stable Fund*	—	—	—	$1.9M	<0.1%
Lincoln American Funds Growth Fund*	—	—	—	$1.9M	<0.1%
Transamerica Partners Intermediate Bond Variable*	—	—	—	$1.5M	<0.1%
Lincoln Fidelity Contrafund Portfolio*	—	—	—	$1.4M	<0.1%
Transamerica Financial Life Insurance Co. Government Fixed Fund*	—	—	—	$1.3M	<0.1%
Lincoln LVIP Baron Grth Opportunities*	—	—	—	$1.0M	<0.1%
Lincoln Fidelity Asset Manager*	—	—	—	$992K	<0.1%
Medley PSF Stock Index Portfolio	—	—	—	$992K	<0.1%
Lincoln LVIP T. Rowe Price Structured*	—	—	—	$722K	<0.1%
Transamerica Partners Calvert*	—	—	—	$609K	<0.1%
LOOMIS SAYLES GROWTH PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$608K	<0.1%
Transamerica Partners Inflation Opportunities*	—	—	—	$601K	<0.1%
METLIFE STOCK INDEX PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$560K	<0.1%
Medley Empower (Prev. Prudential) Capital Growth Account	—	—	—	$558K	<0.1%
Transamerica Partners Short-Term Bond Account*	—	—	—	$538K	<0.1%
JENNISON GROWTH PORTFOLIO BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$480K	<0.1%
Lincoln LVIP Ssga Small-Cap Index*	—	—	—	$467K	<0.1%
Medley PSF PGIM 50/50 Balanced Portfolio	—	—	—	$454K	<0.1%
T-FLEX PREFERRED GROUP BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$444K	<0.1%
Transamerica Partners Small Cap Growth Account*	—	—	—	$429K	<0.1%
METLIFE FIXED INT ACCT METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$356K	<0.1%
Lincoln Fidelityvip Freedom Target2035*	—	—	—	$334K	<0.1%
Lincoln LVIP Macquire US Reit Fund*	—	—	—	$334K	<0.1%
Lincoln LVIP Macquire Smid Cap Core Fund*	—	—	—	$302K	<0.1%
Transamerica Partners Small Cap Value Account*	—	—	—	$299K	<0.1%
Medley PSF Global Portfolio	—	—	—	$292K	<0.1%
FIDELITY VIP EQTY INCOME BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$273K	<0.1%
Brighthouse InvescoGblEqPort*	—	—	—	$272K	<0.1%
INVESCO GLOBAL EQ PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$272K	<0.1%
Lincoln LVIP Blackrck Global Alloc*	—	—	—	$262K	<0.1%
Personal Choice Retirement Account (Other Funds)	—	—	—	$253K	<0.1%
Lincoln Nb Amt Sustainable Eq Port*	—	—	—	$244K	<0.1%
Lincoln Janus Henderson Glb Research*	—	—	—	$236K	<0.1%
Lincoln Macquire VIP Sm Cap Val Ser*	—	—	—	$233K	<0.1%
Medley PSF PGIM Flexible Managed Portfolio	—	—	—	$221K	<0.1%
Lincoln LVIP Mondrian Int’L Value*	—	—	—	$218K	<0.1%
Lincoln LVIP Dimensional Us Core Eqty1*	—	—	—	$209K	<0.1%
Lincoln LVIP AM Century Bal Fund*	—	—	—	$206K	<0.1%
Lincoln American Funds Growth-Income*	—	—	—	$198K	<0.1%
Transamerica Partners High Yield Bond*	—	—	—	$173K	<0.1%
Lincoln Fidelityvip Freedom Target2045*	—	—	—	$132K	<0.1%
Lincoln American Funds International*	—	—	—	$127K	<0.1%
Lincoln LVIP Macq Divsfd Inc Fund*	—	—	—	$117K	<0.1%
Empower (Prev. Prudential) Government Money Market Account*	—	—	—	$114K	<0.1%
BLACKROCK CAPITAL APP BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$114K	<0.1%
AMERICAN FUNDS GROWTH FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$113K	<0.1%
Lincoln LVIP Macquire High Yield Fund*	—	—	—	$113K	<0.1%
Lincoln Loan Resrv*	—	—	—	$110K	<0.1%
Lincoln T. Rowe Price Int’L Stock*	—	—	—	$105K	<0.1%
FIDELITY CONTRAFUND - SC2 BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$102K	<0.1%
FIDELITY VIP MID CAP PORT SC 2 BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$102K	<0.1%
CLEARBRIDGE VAR LG CAP VAL PRT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$101K	<0.1%
Medley PSF PGIM Tot Ret Bond Portfolio	—	—	—	$94K	<0.1%
METLIFE STOCK INDEX METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$91K	<0.1%
Medley PSF Govt Income Portfolio	—	—	—	$89K	<0.1%
Lincoln Ab Vps Sust Global Thematic Port*	—	—	—	$86K	<0.1%
Lincoln American Funds Global Growth*	—	—	—	$84K	<0.1%
Lincoln LVIP Ssga Bond Index*	—	—	—	$78K	<0.1%
FIDELITY HIGH INC PORT IC BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$66K	<0.1%
Lincoln LVIP Macquire Social Awareness Fund*	—	—	—	$61K	<0.1%
Lincoln LVIP T. Rowe Price 2030*	—	—	—	$59K	<0.1%
Lincoln LVIP Glbl Consrvatv Alloctn Mr*	—	—	—	$55K	<0.1%
BH/WELLINGTON BALANCED PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$54K	<0.1%
METLIFE RUSSELL 2000 INDEX BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$51K	<0.1%
AMERICAN FUNDS GROWTH INC FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$49K	<0.1%
Variable annuity contracts (continued) Lincoln LVIP Global Growth Alloctn Mr*	—	—	—	$47K	<0.1%
Lincoln LVIP Macquarie Bond Fund*	—	—	—	$42K	<0.1%
LOOMIS SAYLES GLOBAL ALLOC PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$40K	<0.1%
BLACKROCK HIGH YIELD PORTFOLIO CLAS BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$40K	<0.1%
MetLife BH/W LRG CP RRCH*	—	—	—	$37K	<0.1%
BH/WELLINGTON LRG CAP RSCH METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$37K	<0.1%
MetLife BH/WELLCREQIOPPR*	—	—	—	$33K	<0.1%
BH/WELLINGTON WELL CORE EQ OPPTY METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$33K	<0.1%
Lincoln LVIP FT Emerging MKT EQ Fund*	—	—	—	$32K	<0.1%
NEUBERGER BERMAN GENESIS METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$31K	<0.1%
Lincoln LVIP Blended Mid Cap Mngd Vol*	—	—	—	$31K	<0.1%
Lincoln LVIP Br Inflation Protected*	—	—	—	$29K	<0.1%
CLEARBRIDGE VAR LG CAP GR PRT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$28K	<0.1%
FRONTIER MIDCAP GR PORT METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$26K	<0.1%
MFS TOTAL RETURN POR-CL F BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$23K	<0.1%
MFS RESEARCH INTERNATIONAL BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$20K	<0.1%
PIMCO TOTAL RETURN PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$17K	<0.1%
MFS VALUE PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$17K	<0.1%
Lincoln LVIP Ft Glb Equ Mgmd Vol*	—	—	—	$16K	<0.1%
Lincoln LVIP Macquire Wealth Builder*	—	—	—	$16K	<0.1%
Brighthouse West As Mgt U.S. Govt Por*	—	—	—	$15K	<0.1%
WESTERN ASSET MGMT US GOVT PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$15K	<0.1%
VTRSYCMR MIDCP VAL PORT METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$14K	<0.1%
Lincoln LVIP Jpmorgan Retirement Income*	—	—	—	$14K	<0.1%
WESTERN ASST MGT STRAG BD METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$14K	<0.1%
Lincoln LVIP Ssga Glb Tac Allc Mgd Vol*	—	—	—	$13K	<0.1%
Variable annuity contracts Lincoln Ab Vps Large Cap Growth Port*	—	—	—	$13K	<0.1%
Lincoln Dws Alt Asset Alloc Vip*	—	—	—	$12K	<0.1%
BAILLIE INTNL STOCK METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$12K	<0.1%
AMERICAN FUNDS GLOBAL SC FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$12K	<0.1%
Lincoln LVIP Ssga International Mgdvlt*	—	—	—	$11K	<0.1%
LOAN COLLATERAL METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$10K	<0.1%
Lincoln LVIP Ssga International Index*	—	—	—	$10K	<0.1%
T. ROWE PRICE SMALL CAPGR BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$9K	<0.1%
Lincoln LVIP Blended Lc Grth Mngd Vol*	—	—	—	$9K	<0.1%
Lincoln LVIP T. Rowe Price 2040*	—	—	—	$9K	<0.1%
Lincoln LVIP Mondrian GL Income Fund*	—	—	—	$8K	<0.1%
MS DISCOVERY PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$7K	<0.1%
BLACKROCK ULTRA SHRT TERM BD BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
CLEARBRIDGE VAR APPRECIATN PRT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
MFS VALUE PORTFOLIO E METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$5K	<0.1%
Lincoln LVIP Blackrck Real Estate*	—	—	—	$3K	<0.1%
T. ROWE PRICE LARGE CAP GRO PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$3K	<0.1%
CLEARBRIDGE VAR SM CAP GR PRT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
BLACKROCK BOND INCOME METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
Lincoln LVIP T. Rowe Price 2050*	—	—	—	$2K	<0.1%
Lincoln LVIP T. Rowe Price 2020*	—	—	—	$2K	<0.1%
Lincoln LVIP Glbal Moderate Alloctn Mr*	—	—	—	$2K	<0.1%
Lincoln LVIP Macquire Divers Floating Rate Fund*	—	—	—	$2K	<0.1%
Cash equivalents Fidelity VIP Govt Money Market Premier	—	—	—	$1K	<0.1%
Lincoln Fidelityvip Freedom Target2030*	—	—	—	$1K	<0.1%
CLEARBRIDGE VARIABLE GROWTH PORT BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$441	<0.1%
TEMPLETON DEV MRKT VIP BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$80	<0.1%
TEMPLETON FOREIGN VIP BRIGHTHOUSE FINANCIAL · EIN 06-0566090 / PN 000	Pooled Separate Account	—	—	$53	<0.1%
LOOMIS SAYLES SM CAP CR METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
50% HARBOR LARGE CAP GROWTH OPTION HARBOR FINANCIAL · EIN 20-2077226 / PN 000	Common Collective Trust	—	—	$0	<0.1%