Keith Wolf signed St. Barnabas Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Barnabas Hospital's EIN is 13-1740122.
Download the official 2024 Form 5500 (PDF) for St. Barnabas Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Barnabas Hospital's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $164K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund - 498,085 Shares | Mutual Funds | — | — | $18.9M | 12.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - 704,528 Shares | Mutual Funds | — | — | $16.9M | 11.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund - 818,280 Shares | Mutual Funds | — | — | $15.3M | 10.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - 341,893 Shares | Mutual Funds | — | — | $14.8M | 9.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - 362,954 Shares | Mutual Funds | — | — | $10.8M | 7.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund - 380,778 Shares | Mutual Funds | — | — | $10.1M | 6.7% | |
| Vanguard Total Stock Market Index Institutional Shares Mutual Fund - 69,226 Shares | Common Collective Trusts | — | — | $9.8M | 6.5% | |
| Lincoln Life & Annuity Company of New York Guaranteed Investment Contract | Stable Value | — | — | $9.0M | 6.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - 165,181 Shares | Mutual Funds | — | — | $8.2M | 5.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - 110,212 Shares | Mutual Funds | — | — | $6.1M | 4.1% | |
| Vanguard Growth Index Admiral Shares Mutual Fund - 19,579 Shares | Mutual Funds | — | — | $4.1M | 2.8% | |
| Vanguard Target Retirement Income Mutual Fund - 275,403 Shares | Mutual Funds | — | — | $3.6M | 2.4% | |
| Schedule 2 | Other securities | — | — | $2.2M | 1.5% | |
| maturing between 2025 and 2029 - | Other securities | — | — | $2.2M | 1.5% | |
| Dodge & Cox Stock Fund Mutual Fund - 7,819 Shares | Mutual Funds | — | — | $2.0M | 1.3% | |
| Vanguard Mid Cap Index ADM Fund Mutual Fund - 5,841 Shares | Mutual Funds | — | — | $1.9M | 1.3% | |
| Champlain Mid Cap Institutional Fund Mutual Fund - 67,050 Shares | Other securities | — | — | $1.6M | 1.1% | |
| Vanguard Mid Cap Value Index Fund Admiral Class Mutual Fund - 17,838 Shares | Common Collective Trusts | — | — | $1.5M | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - 28,843 Shares | Mutual Funds | — | — | $1.5M | 1.0% | |
| Vanguard Total International Stock Index Admiral Shares Mutual Fund - 41,560 Shares | Mutual Funds | — | — | $1.3M | 0.9% | |
| Vanguard Small Cap Value Index ADM Fund Mutual Fund - 10,362 Shares | Mutual Funds | — | — | $1.2M | 0.8% | |
| Schedule 2 | Other securities | — | — | $1.2M | 0.8% | |
| Vanguard Small Cap Value Index Fund Admiral Class Mutual Fund - 13,906 Shares | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| American Funds American Balanced Fund Mutual Fund - 33,165 Shares | Mutual Funds | — | — | $1.1M | 0.8% | |
| Vanguard Intermediate Term Bond Index Fund Admiral Mutual Fund - 68,269 Shares | Common Collective Trusts | — | — | $692K | 0.5% | |
| American Funds Europacific Growth Fund Mutual Fund - 11,203 Shares | Mutual Funds | — | — | $602K | 0.4% | |
| Cohen & Steers Realty Income Class Institutional Fund Mutual Fund - 33,326 Shares | Other securities | — | — | $575K | 0.4% | |
| Vanguard Emerging Markets Stock Index CL Admiral Mutual Fund - 13,811 Shares | Mutual Funds | — | — | $508K | 0.3% | |
| Franklin Templeton Small Cap Growth Fund Mutual Fund - 17,235 Shares | Mutual Funds | — | — | $472K | 0.3% | |
| Blackrock High Yield Bond Institutional Mutual Fund - 47,907 Shares | Other securities | — | — | $340K | 0.2% | |
| DFA Inflation Protected Securities Fund Mutual Fund - 30,988 Shares | Mutual Funds | — | — | $333K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund - 9,638 Shares | Mutual Funds | — | — | $324K | 0.2% | |
| Dodge & Cox Income Fund Mutual Fund - 26,140 Shares | Mutual Funds | — | — | $324K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
