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Original filing (PDF)20251014172844NAL0001730595001
WHITE PLAINS HOSPITAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,180
Accounts w/ balance
7,588
Plan assets (EOY)
$627.5M
Net assets (EOY)
$627.5M
How this plan invests
This plan
29 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
- 9 bps in Schedule C fees — 52% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE PLAINS HOSPITAL MEDICAL CENTER.
Plan sponsor
Name
WHITE PLAINS HOSPITAL MEDICAL CENTER
EIN
13-1740130
Address
41 EAST POST ROAD · WHITE PLAINS, NY · 10601
Phone
(914) 681-2204
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
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNTY INS. CO OF NY | — | GREENWOOD VILLAGE, CO | NONE | $450K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $52K | — |
| ADMIN PARTNERS LLC | — | CHERRY HILL, NJ | NONE | $32K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | NONE | $20K | — |
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | NONE | $18K | — |
Investments
29 direct securities· $603.4M(96% of reported assets)
Uncategorized
$520.3M
27 holdings
Mutual Funds
$76.7M
1 holding
OTHER
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S Vanguard Institutional Index Institutional | Mutual Funds | — | — | $76.7M | 12.2% | |
| American Funds American Funds 2040 Target Date Retire R6 | — | — | — | $71.3M | 11.4% | |
| American Funds American Funds 2030 Target Date Retire R6 | — | — | — | $68.4M | 10.9% | |
| American Funds American Funds 2055 Target Date Retire R6 | — | — | — | $45.1M | 7.2% | |
| American Funds American Funds 2050 Target Date Retire R6 | — | — | — | $43.6M | 6.9% | |
| American Funds American Funds 2035 Target Date Retire R6 | — | — | — | $37.6M | 6.0% | |
| American Funds American Funds 2045 Target Date Retire R6 | — | — | — | $37.0M | 5.9% | |
| American Funds American Funds 2025 Target Date Retire R6 | — | — | — | $30.5M | 4.9% | |
| American Funds American Funds 2020 Target Date Retire R6 | — | — | — | $29.1M | 4.6% | |
| American Funds American Funds 2060 Target Date Retire R6 | — | — | — | $27.8M | 4.4% | |
| MassMutual Blue Chip Growth I | — | — | — | $26.3M | 4.2% | |
| Vanguard Extended Market Index Institutional | — | — | — | $16.2M | 2.6% | |
| JPMorgan Equity Income R6 | — | — | — | $13.0M | 2.1% | |
| Vanguard Total Bond Market Index Institutional | — | — | — | $12.8M | 2.0% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $10.8M | 1.7% | |
| MFS Investment MFS International Intrinsic Value | — | — | — | $7.7M | 1.2% | |
| Vanguard Federal Monkey Market Inv | — | — | — | $7.0M | 1.1% | |
| PERSONAL CHOICE RETIREMENT ACCOUNTS Charles Schwab Institutional Personal Choice Retirement Accounts | OTHER | — | — | $6.4M | 1.0% | |
| American Funds American Beacon Small Cap Val R5 | — | — | — | $5.9M | 0.9% | |
| Legg Mason Western Asset Core Plus Bond IS | — | — | — | $4.5M | 0.7% | |
| American Funds American Funds 2010 Target Date Retire R6 | — | — | — | $4.0M | 0.6% | |
| Vanguard Federated Hermes Kaufmann Small Cap R6 | — | — | — | $4.0M | 0.6% | |
| Columbia Balanced Institutional 3 | — | — | — | $3.3M | 0.5% | |
| Vanguard Inflation-Protected Secs Admiral | — | — | — | $3.3M | 0.5% | |
| Federated Hermes Vanguard Real Estate Index Admiral | — | — | — | $3.0M | 0.5% | |
| Columbia High Yield Bond Institutional 3 | — | — | — | $2.8M | 0.5% | |
| American Funds American Funds New World R6 | — | — | — | $2.8M | 0.4% | |
| American Funds American Funds 2015 Target Date Retire R6 | — | — | — | $2.0M | 0.3% | |
| MassMutual US Government Money Market Fund | — | — | — | $478K | <0.1% |