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Original filing (PDF)20251013135430NAL0001368705001
NYU LANGONE HOSPITALS
Form 5500
FILING_RECEIVED
NYU LANGONE HOSPITAL-LONG ISLAND 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,957
Accounts w/ balance
9,582
Plan assets (EOY)
$544.1M
Net assets (EOY)
$544.1M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NYU LANGONE HOSPITALS.
Plan sponsor
Name
NYU LANGONE HOSPITALS
EIN
13-3971298
Address
ONE PARK AVENUE, · 4TH FLOOR, HUMAN RESOURCES · NEW YORK, NY · 10016
Phone
(212) 404-4002
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $163K | — |
Investments
40 direct securities· $537.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Institutional Plus Mutual Fund | — | — | — | $63.9M | 11.7% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $50.3M | 9.3% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $50.0M | 9.2% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $41.7M | 7.7% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $35.4M | 6.5% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $32.6M | 6.0% | |
| Vanguard Growth Index Institutional Mutual Fund | — | — | — | $28.1M | 5.2% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $24.4M | 4.5% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $24.1M | 4.4% | |
| Vanguard Extended Market Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $24.0M | 4.4% | |
| Vanguard Developed Markets Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $21.3M | 3.9% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $20.8M | 3.8% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $12.8M | 2.4% | |
| TIAA Traditional - GSRA & SRA Guaranteed Insurance Contract | — | — | — | $11.9M | 2.2% | |
| Vanguard Equity Income Admiral Mutual Fund | — | — | — | $11.6M | 2.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $10.6M | 1.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $7.5M | 1.4% | |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $6.9M | 1.3% | |
| Vanguard Explorer Admiral Mutual Fund | — | — | — | $6.4M | 1.2% | |
| Vanguard Real Estate Index Institutional Mutual Fund | — | — | — | $5.5M | 1.0% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $5.4M | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $5.4M | 1.0% | |
| Vanguard Value Index Institutional Mutual Fund | — | — | — | $5.4M | 1.0% | |
| Vanguard Inflation Protected Securities Institutional Mutual Fund | — | — | — | $4.6M | 0.8% | |
| Vanguard High-Yield Corp Admiral Mutual Fund | — | — | — | $4.5M | 0.8% | |
| Vanguard US Growth Admiral Mutual Fund | — | — | — | $3.4M | 0.6% | |
| Vanguard Small Cap Val Index Institutional Mutual Fund | — | — | — | $2.7M | 0.5% | |
| Vanguard Federal Money Market Fund Inv Class Money Market Fund | — | — | — | $2.4M | 0.4% | |
| TIAA Traditional - RA Guaranteed Insurance Contract | — | — | — | $2.2M | 0.4% | |
| Vanguard Short-Term Bond Index Institutional Mutual Fund | — | — | — | $2.1M | 0.4% | |
| Vanguard Global Equity Inv Mutual Fund | — | — | — | $1.7M | 0.3% | |
| CREF Stock R3 Variable Annuity | — | — | — | $1.5M | 0.3% | |
| CREF Social Choice R3 Variable Annuity | — | — | — | $1.3M | 0.2% | |
| Vanguard Small-Cap Growth Index Institutional Mutual Fund | — | — | — | $1.0M | 0.2% | |
| CREF Core Bond R3 Variable Annuity | — | — | — | $965K | 0.2% | |
| CREF Money Market R3 Variable Annuity | — | — | — | $871K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $741K | 0.1% | |
| Vanguard Wellesley Income Admiral Mutual Fund | — | — | — | $699K | 0.1% | |
| Allspring Special Small Cap Value Fund - Class R6 Mutual Fund | — | — | — | $653K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $226K | <0.1% |