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Original filing (PDF)20251006143231NAL0003782993001
BLYTHEDALE CHILDREN'S HOSPITAL
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR THE EMPLOYEES OF BLYTHEDALE CHILDREN'S HOSPITAL
Defined-benefit pension plan
Signals · 2
70% in single holdingNo recordkeeper disclosed
Active participants
136
Accounts w/ balance
—
Plan assets (EOY)
$49.4M
Net assets (EOY)
$49.4M
How this plan invests
This plan
1 pooled trust
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Agilis Long Credit Fund R 2,325,158 shares" is 70% of plan.
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLYTHEDALE CHILDREN'S HOSPITAL.
Plan sponsor
Name
BLYTHEDALE CHILDREN'S HOSPITAL
EIN
13-1739922
Address
95 BRADHURST AVENUE · VALHALLA, NY · 105951697
Phone
(914) 592-7555
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
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGILIS PARTNERS LLC | 04-3513306 | — | NONE | $145K | — |
| MILLIMAN | 91-0675641 | — | NONE | $122K | — |
| WELLS FARGO | 94-1347393 | — | NONE | $20K | — |
Investments
6 direct securities · 1 pooled fund· $47.9M(97% 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.
Common Collective Trust
$33.7M
1 holding
Uncategorized
$14.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RIVER AND MERC LONG CREDIT FUND HAND COMPOSITE EMPLOYEE BENEFIT TRUST · EIN 04-3513306 / PN 107 | Common Collective Trust | — | $38.0M | $33.7M | 68.2% | |
| US Treasury Strip 8,366,000 par value | — | — | $6.4M | $6.4M | 13.0% | |
| Vanguard Short-Term Investment Grade Adm 259,493 shares | — | — | $2.7M | $2.7M | 5.4% | |
| US Treasury Strip 4,979,000 par value | — | — | $2.9M | $2.4M | 4.8% | |
| US Treasury Bond 4,706,000 par value | — | — | $2.0M | $1.6M | 3.2% | |
| US Treasury Strip 2,214,000 par value | — | — | $946K | $640K | 1.3% | |
| Allspring Government Money Market 518,435 shares | — | — | $518K | $518K | 1.0% |