Original filing (PDF)20251014054621NAL0002171777001

ST. LUKES-ROOSEVELT HOSPITAL CENTER

Name: ST. LUKES-ROOSEVELT HOSPITAL CENTER — ST. LUKES-ROOSEVELT HOSPITAL CENTER EMPLOYEES' PENSION PLAN, Form 5500 (2024)
Creator: ST. LUKES-ROOSEVELT HOSPITAL CENTER

Form 5500

FILING_RECEIVED

ST. LUKES-ROOSEVELT HOSPITAL CENTER EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Signals · 1

32% employer stock

Active participants

274

Accounts w/ balance

—

Plan assets (EOY)

$139.9M

Net assets (EOY)

$132.4M

How this plan invests

This plan

555 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (2nd percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. LUKES-ROOSEVELT HOSPITAL CENTER.

Plan sponsor

Name

ST. LUKES-ROOSEVELT HOSPITAL CENTER

EIN

13-2997301

Address

ONE GUSTAVE L. LEVY PLACE · 1190 FIFTH AVENUE · NEW YORK, NY · 10029

Phone

(212) 241-5069

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

ST. LUKES-ROOSEVELT HOSPITAL CENTER

EIN

13-2997301

City

NEW YORK, NY

Phone

(646) 605-4704

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WISS & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL FINANCIAL GROUP	42-1520346	—	NONE	$128K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLACKROCK FINANCIAL MANAGEMENT INC.	13-3806691	—	NONE	$193K	—

Investments

555 direct securities· $119.5M(85% of reported assets)

Other securities

$53.5M

188 holdings

Common Stock

$36.7M

341 holdings

U.S. Treasuries

$20.3M

21 holdings

Common Collective Trusts

$5.0M

1 holding

Cash / Money Market

$2.5M

2 holdings

Mutual Funds

$1.3M

1 holding

Corporate Bonds

$206K

1 holding

					% of plan
AllSpring Govt MMF	Other securities	—	$6.9M	$6.9M	5.0%
AllSpring Govt MMF	Other securities	—	$5.3M	$5.3M	3.8%
US Treasury Bond due 08/15/2044, 6,747,900 units	U.S. Treasuries	—	$7.7M	$5.2M	3.7%
SSgA S&P 500 Tobacco Free Index Common Trust Fund 50,807.7560 shares	Common Collective Trusts	—	$1.6M	$5.0M	3.6%
FPA Crescent Fund 101,723.6080 shares	Other securities	—	$3.5M	$4.1M	2.9%
BlackRock Strategic Income 373,651.4220 shares	Other securities	—	$3.8M	$3.5M	2.5%
Fed NatL MTG due 01/01/2041, 3,950,000 units	Other securities	—	$3.6M	$3.5M	2.5%
BlackRock Event Driven Equity Fund 337,572.6270 shares	Other securities	—	$3.3M	$3.4M	2.4%
Artisan International Value Fund 59,659.2320 shares	Other securities	—	$2.5M	$2.8M	2.0%
Cash and Equivalents * AllSpring Govt MMF	Cash / Money Market	—	$2.1M	$2.1M	1.5%
US Treasury Bond due 05/15/2043, 2,500,000 units	U.S. Treasuries	—	$1.9M	$1.9M	1.4%
US Treasury Bond due 08/15/2042, 2,325,000 units	U.S. Treasuries	—	$1.8M	$1.7M	1.2%
US Treasury Bond due 11/15/2051, 2,945,000 units	U.S. Treasuries	—	$2.0M	$1.6M	1.2%
Vanguard Extended Market Index Fund 10,767.3780 shares	Other securities	—	$1.3M	$1.6M	1.1%
Artisan International Fund Institutional Class 48,113.7280 shares	Mutual Funds	—	$1.2M	$1.3M	0.9%
US Treasury Bond due 08/15/2040, 1,915,000 units	U.S. Treasuries	—	$1.2M	$1.1M	0.8%
US Treasury Bond due 05/15/2040, 1,010,000 units	U.S. Treasuries	—	$984K	$966K	0.7%
US Treasury Bond due 05/15/2044, 980,000 units	U.S. Treasuries	—	$994K	$950K	0.7%
Asset-Backed Securities AT&T Reign II LB PTT due 12/15/2044, 930,000 units	Other securities	—	$936K	$936K	0.7%
US Treasury Bond due 02/15/2053, 1,100,000 units	U.S. Treasuries	—	$923K	$894K	0.6%
US Treasury Bond due 02/15/2044, 1,045,000 units	U.S. Treasuries	—	$1.4M	$882K	0.6%
Ford Motor Credit Co LLC due 03/08/2034, 767,000 units	Common Stock	—	$762K	$750K	0.5%
US Treasury Bond due 08/15/2043, 780,000 units	U.S. Treasuries	—	$731K	$734K	0.5%
AT&T Inc due 09/15/2055, 1,084,000 units	Common Stock	—	$861K	$729K	0.5%
Keycorp due 03/06/2035, 698,000 units	Other securities	—	$722K	$726K	0.5%
US Treasury Bond due 05/15/2049, 1,000,000 units	U.S. Treasuries	—	$785K	$709K	0.5%
Bat Capital Corp due 03/16/2052, 751,000 units	Common Stock	—	$707K	$687K	0.5%
Comcast Corp due 05/15/2053, 703,000 units	Common Stock	—	$688K	$651K	0.5%
Unitedhealth Group due 07/15/2054, 668,000 units	Common Stock	—	$673K	$648K	0.5%
United Mexican States due 05/07/2054, 718,000 units	Other securities	—	$708K	$643K	0.5%
Boeing Co due 05/01/2060, 659,000 units	Common Stock	—	$641K	$610K	0.4%
Charter Comm Opt due 03/01/2050, 789,000 units	Other securities	—	$648K	$593K	0.4%
Charter Comm Opt due 04/01/2048, 662,000 units	Other securities	—	$592K	$566K	0.4%
US Treasury Bond due 08/15/2053, 615,000 units	U.S. Treasuries	—	$603K	$548K	0.4%
Solventum Corp due 04/30/2054, 543,000 units	Common Stock	—	$532K	$528K	0.4%
State of Israel due 03/12/2054, 571,000 units	Other securities	—	$528K	$522K	0.4%
Amgen Inc due 01/15/2052, 803,000 units	Common Stock	—	$604K	$507K	0.4%
US Treasury Bond due 08/15/2034, 525,000 units	U.S. Treasuries	—	$528K	$496K	0.4%
Boeing Co due 05/01/2050, 526,000 units	Common Stock	—	$564K	$489K	0.3%
Devon Energy Corp due 09/15/2054, 538,000 units	Common Stock	—	$513K	$488K	0.3%
Abbvie Inc due 11/21/2049, 593,000 units	Common Stock	—	$512K	$482K	0.3%
Pacific Gas & Electric due 03/01/2052, 530,000 units	Other securities	—	$480K	$475K	0.3%
Wells Fargo & Company due 04/25/2053, 555,000 units	Other securities	—	$491K	$463K	0.3%
M&T Bank Corporation due 01/16/2036, 475,000 units	Common Stock	—	$475K	$460K	0.3%
US Treasury Bond due 08/15/2044, 500,000 units	U.S. Treasuries	—	$463K	$452K	0.3%
Romania due 01/17/2053, 444,000 units	Other securities	—	$491K	$449K	0.3%
US Treasury Bond due 11/15/2048, 560,000 units	U.S. Treasuries	—	$482K	$437K	0.3%
US Treasury Bond due 08/15/2042, 515,000 units	U.S. Treasuries	—	$480K	$433K	0.3%
US Treasury Bond due 08/15/2043, 500,000 units	U.S. Treasuries	—	$463K	$424K	0.3%
Cash Collateral	Cash / Money Market	—	$415K	$415K	0.3%