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Original filing (PDF)20251015115036NAL0002244419001
ST. JOHN'S RIVERSIDE HOSPITAL
Form 5500
FILING_RECEIVED
ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,455
Accounts w/ balance
1,851
Plan assets (EOY)
$218.3M
Net assets (EOY)
$218.3M
How this plan invests
This plan
1 pooled trust
Schedule D
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 54% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOHN'S RIVERSIDE HOSPITAL.
Plan sponsor
Name
ST. JOHN'S RIVERSIDE HOSPITAL
EIN
13-1740126
Address
967 N. BROADWAY · YONKERS, NY · 10701
Phone
(914) 798-8875
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | NONE | $216K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $85K | — |
| PKF O'CONNOR DAVIES LLP | — | DEPTFORD, NJ | NONE | $34K | — |
| BOND SCHOENECK & KING PLLC | — | SYRACUSE, NY | NONE | $2K | — |
Investments
62 direct securities · 1 pooled fund· $169.0M(77% 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
$144.4M
60 holdings
Mutual Funds
$21.2M
1 holding
Guaranteed Income / GIC
$3.1M
1 holding
Pooled Separate Account
$330K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S, AT FAIR VALUE T. Rowe Price T. Rowe Price Retirement 2030 Fund I | Mutual Funds | — | — | $21.2M | 9.7% | |
| Vanguard Institutional Index | — | — | — | $17.4M | 8.0% | |
| MFS Value Fund R3 | — | — | — | $16.5M | 7.5% | |
| MFS Growth Fund | — | — | — | $15.4M | 7.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund I | — | — | — | $12.8M | 5.9% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund I | — | — | — | $9.7M | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund I | — | — | — | $8.5M | 3.9% | |
| BNY Mellon BNY Mellon SC Stock Index | — | — | — | $6.1M | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund I | — | — | — | $5.4M | 2.5% | |
| Transamerica Financial Life Ins. Co. Transamerica Partners Large Growth Subaccount | — | — | — | $5.3M | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund I | — | — | — | $5.2M | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund I | — | — | — | $4.8M | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund I | — | — | — | $4.5M | 2.0% | |
| American Funds American Fund Europacific Growth R6 | — | — | — | $4.4M | 2.0% | |
| Transamerica Financial Life Ins. Co. Large Value Opportunities Variable Subaccount | — | — | — | $4.3M | 2.0% | |
| S, AT FAIR VALUE * Metropolitan Life Insurance Co. Fixed Interest Account | Guaranteed Income / GIC | — | — | $3.1M | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $2.5M | 1.1% | |
| SEPARATE ACCOUNTS, AT FAIR VALUE * Metropolitan Life Insurance Co. Fidelity VIP Growth | — | — | — | $2.2M | 1.0% | |
| PIMCO Total Return | — | — | — | $2.1M | 1.0% | |
| Transamerica Financial Life Ins. Co. Balanced II Variable Subaccount | — | — | — | $1.7M | 0.8% | |
| Prudential Retirement Insurance and Annuity Company Prudential High Yield Z | — | — | — | $1.5M | 0.7% | |
| Metropolitan Life Insurance Co. MetLife Stock Index | — | — | — | $1.4M | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund I | — | — | — | $1.3M | 0.6% | |
| PIMCO Real Return Fund Inst | — | — | — | $1.3M | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund I | — | — | — | $922K | 0.4% | |
| Lincoln National Life - Multifund Fidelity Growth Portfolio | — | — | — | $808K | 0.4% | |
| Fidelity Emerging Markets Index | — | — | — | $777K | 0.4% | |
| Transamerica Financial Life Ins. Co. Transamerica Partners International Equity Subaccount | — | — | — | $720K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund I | — | — | — | $712K | 0.3% | |
| Nuveen Real Estate Securities R6 | — | — | — | $690K | 0.3% | |
| Metropolitan Life Insurance Co. Fidelity VIP Equity-Income | — | — | — | $663K | 0.3% | |
| Metropolitan Life Insurance Co. MFS Total Return | — | — | — | $618K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | — | — | — | $575K | 0.3% | |
| Mutual of America Interest Accumulation | — | — | — | $432K | 0.2% | |
| Transamerica Financial Life Ins. Co. Transamerica Partners Money Market Subaccount | — | — | — | $417K | 0.2% | |
| Transamerica Financial Life Ins. Co. Intermediate Bond Variable Subaccount | — | — | — | $356K | 0.2% | |
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 009 | Pooled Separate Account | — | — | $330K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund I | — | — | — | $277K | 0.1% | |
| Lincoln National Life - Multifund LVIP SSGA S&P 500 Index | — | — | — | $276K | 0.1% | |
| Lincoln National Life - Multifund LVIP Baron Grth Opportunities | — | — | — | $256K | 0.1% | |
| Metropolitan Life Insurance Co. MFS Research International | — | — | — | $188K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund I | — | — | — | $175K | <0.1% | |
| Transamerica Financial Life Ins. Co. Inflation Opporunities Subaccount | — | — | — | $174K | <0.1% | |
| Transamerica Financial Life Ins. Co. Small Cap Value Subaccount | — | — | — | $116K | <0.1% | |
| Transamerica Financial Life Ins. Co. Transamerica Partners Calvert Subaccount | — | — | — | $110K | <0.1% | |
| Metropolitan Life Insurance Co. Fidelity Investment Grade Bond | — | — | — | $106K | <0.1% | |
| Transamerica Financial Life Ins. Co. Short-Term Bond Subaccount | — | — | — | $91K | <0.1% | |
| Transamerica Financial Life Ins. Co. Small Cap Growth Subaccount | — | — | — | $82K | <0.1% | |
| Transamerica Financial Life Ins. Co. Transamerica Partners High Yield Bond Subaccount | — | — | — | $68K | <0.1% | |
| Metropolitan Life Insurance Co. Calvert VP SRI Mid Cap Growth | — | — | — | $65K | <0.1% | |
| Metropolitan Life Insurance Co. Brighthouse Asset Allocation 80 Portfolio | — | — | — | $61K | <0.1% | |
| Lincoln National Life - Multifund Janus Henderson Global Research | — | — | — | $61K | <0.1% | |
| Metropolitan Life Insurance Co. Oppenheimer Global Equity | — | — | — | $51K | <0.1% | |
| Metropolitan Life Insurance Co. American Funds Mod Alloc | — | — | — | $51K | <0.1% | |
| Lincoln National Life - Multifund Lincoln VIP Dimensional US Core | — | — | — | $45K | <0.1% | |
| Metropolitan Life Insurance Co. Loomis Sayles Global Markets B | — | — | — | $37K | <0.1% | |
| Lincoln National Life - Multifund Lincoln VIP Macquarie Social Awareness | — | — | — | $36K | <0.1% | |
| Lincoln National Life - Multifund LVIP SSGA Small-Cap Index | — | — | — | $27K | <0.1% | |
| Metropolitan Life Insurance Co. MFS Value | — | — | — | $15K | <0.1% | |
| Metropolitan Life Insurance Co. Calvert VP SRI Balanced | — | — | — | $15K | <0.1% | |
| Lincoln National Life - Multifund T. Rowe Price Int'l Stock | — | — | — | $14K | <0.1% | |
| Lincoln National Life - Multifund NB Amt Sustainable Eq | — | — | — | $8K | <0.1% | |
| Mutual of America Mutual of America Equity Index Fund | — | — | — | $2K | <0.1% |