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Original filing (PDF)20251015164326NAL0006807168001
MONTEFIORE MEDICAL CENTER
Form 5500
FILING_RECEIVED
MONTEFIORE MEDICAL CENTER 403(B) PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
16,359
Accounts w/ balance
22,889
Plan assets (EOY)
$4.3B
Net assets (EOY)
$4.3B
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTEFIORE MEDICAL CENTER.
Plan sponsor
Name
MONTEFIORE MEDICAL CENTER
EIN
13-1740114
Address
111 E 210TH ST · BRONX, NY · 104672401
Phone
(914) 349-8531
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENT USA INC | 36-3109431 | — | INVEST ADVISORY | $52K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | CONSULTANT | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | AUDIT | $44K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | LEGAL | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE | 13-5581829 | — | OTHER | $3.0M | — |
Investments
39 direct securities · 1 pooled fund· $4.3B(100% 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
$3.8B
38 holdings
Mutual Funds
$513.4M
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT * Metropolitan Life Insurance Company MetLife Blended Fund | — | — | — | $518.3M | 12.0% | |
| S Vanguard Institutional Index | Mutual Funds | — | — | $513.4M | 11.9% | |
| PGIM Jennison Growth | — | — | — | $369.2M | 8.5% | |
| BlackRock LifePath Index Retirement | — | — | — | $324.7M | 7.5% | |
| BlackRock LifePath Index 2045 | — | — | — | $271.1M | 6.3% | |
| Vanguard Extended Market Index Fund Institutional | — | — | — | $261.8M | 6.0% | |
| Vanguard Total Stock Market Index | — | — | — | $259.7M | 6.0% | |
| BlackRock LifePath Index 2040 | — | — | — | $258.2M | 6.0% | |
| BlackRock LifePath Index 2035 | — | — | — | $246.3M | 5.7% | |
| BlackRock LifePath Index 2030 | — | — | — | $243.5M | 5.6% | |
| BlackRock LifePath Index 2050 | — | — | — | $234.3M | 5.4% | |
| BlackRock LifePath Index 2055 | — | — | — | $141.3M | 3.3% | |
| Vanguard Total Bond Market Index | — | — | — | $68.8M | 1.6% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $67.2M | 1.6% | |
| MFS Investment Management MFS Value | — | — | — | $66.9M | 1.5% | |
| Calvert US Large-Cap Core Responsible Index | — | — | — | $63.8M | 1.5% | |
| BlackRock LifePath Index 2060 | — | — | — | $63.4M | 1.5% | |
| with maturities through 2045 | — | — | — | $59.3M | 1.4% | |
| Baird Core Plus Institutional | — | — | — | $55.3M | 1.3% | |
| PGIM High Yield | — | — | — | $41.3M | 1.0% | |
| Dodge & Cox Dodge & Cox International Stock | — | — | — | $37.3M | 0.9% | |
| Vanguard Total International Stock Index | — | — | — | $32.2M | 0.7% | |
| Morgan Stanley Morgan Stanley International Advantage Portfolio | — | — | — | $30.9M | 0.7% | |
| Vanguard Inflation-Protected Securities | — | — | — | $28.9M | 0.7% | |
| SEPARATE ACCOUNTS Medley PSF Stock Index Account | — | — | — | $15.5M | 0.4% | |
| Medley PSF Capital Growth Account | — | — | — | $14.5M | 0.3% | |
| DFA Securities DFA Short-Term Extended Quality | — | — | — | $13.0M | 0.3% | |
| Medley PSF Blend Portfolio | — | — | — | $7.2M | 0.2% | |
| Medley PSF Long Term Growth | — | — | — | $4.0M | <0.1% | |
| Medley PSF Flexible Managed Account | — | — | — | $2.9M | <0.1% | |
| Medley PSF Global Account Portfolio | — | — | — | $1.8M | <0.1% | |
| Medley PSF 50/50 Balanced Portfolio | — | — | — | $1.8M | <0.1% | |
| Medley PSF Govt Money Market Account | — | — | — | $979K | <0.1% | |
| INTEREST-BEARING CASH Vanguard Prime Money Market Account | — | — | — | $788K | <0.1% | |
| Medley PSF Government Income Account | — | — | — | $748K | <0.1% | |
| Medley PSF Total Return Bond | — | — | — | $583K | <0.1% | |
| Medley PSF Guaranteed Interest Account | — | — | — | $54K | <0.1% | |
| PGIM Government Money Market Z | — | — | — | $44K | <0.1% | |
| BlackRock LifePath Index 2065 | — | — | — | $2K | <0.1% | |
| PRINCIPAL GUARANTEED SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 117 | Pooled Separate Account | — | — | $0 | <0.1% |