How big is St. Luke's Cornwall Hospital's plan?

St. Luke's Cornwall Hospital's plan reported $109.6M in assets and 1,423 participants for 2024.

Original filing (PDF)20251014114025NAL0003811760003

St. Luke's Cornwall Hospital

Name: St. Luke's Cornwall Hospital — St. Luke's Cornwall, Form 5500 (2024)
Creator: St. Luke's Cornwall Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

St. Luke's Cornwall Hospital 403(b) Retirement Plan

403(b) retirement plan · St. Luke's Cornwall Hospital's St. Luke's Cornwall Hospital 403(b) Retirement Plan held $109.6M in plan assets for 1,423 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

11% employer stockCorrective distributions issued

Active participants

1,423

Accounts w/ balance

1,364

Plan assets (EOY)

$109.6M

Net assets (EOY)

$109.6M

People on this filing

Tom Gibney signed St. Luke's Cornwall Hospital's 2024 Form 5500 as plan administrator.

Tom Gibney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

St. Luke's Cornwall Hospital's EIN is 14-1340054.

EIN 14-1340054

Plan number 002

Plan year 2024

ACK ID 20251014114025NAL0003811760003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for St. Luke's Cornwall Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

St. Luke's Cornwall Hospital's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. LUKE'S CORNWALL HOSPITAL.

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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

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

ST. LUKE'S CORNWALL HOSPITAL

EIN

all filings

Address

70 DUBOIS STREET · NEWBURGH, NY · 12550

Phone

(845) 569-2090

Industry

Health Care & Social Assistance

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

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$50K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

29 direct securities· $109.6M(100% of reported assets)

Mutual Funds

$63.5M

19 holdings

Other securities

$25.1M

6 holdings

Common Stocks

$12.1M

1 holding

Common Collective Trusts

$8.1M

2 holdings

Bonds / Notes

$840K

1 holding

					% of plan
Vanguard Target Retrmnt 2030	Mutual Funds	—	—	$13.2M	12.0%
Transamerica Financial Life Ins Co TFLIC Guaranteed Inv Option	Common Stocks	—	—	$12.1M	11.1%
T. Rowe Price T. Rowe Price Lrg Cp Gr I	Other securities	—	—	$11.7M	10.7%
Fidelity 500 Index	Common Collective Trusts	—	—	$7.1M	6.5%
Vanguard Target Retrmnt 2040	Mutual Funds	—	—	$6.4M	5.8%
Diamond Hill Diamond Hill Lg Cap Inv	Other securities	—	—	$6.3M	5.7%
MFS Intl Val R3	Mutual Funds	—	—	$5.2M	4.7%
Fidelity Small Cap Index	Mutual Funds	—	—	$5.0M	4.6%
Fidelity Mid Cap Index	Mutual Funds	—	—	$4.5M	4.1%
JPMorgan Mid Cap Val L	Other securities	—	—	$4.1M	3.8%
Vanguard Target Retrmnt 2055	Mutual Funds	—	—	$3.7M	3.3%
Vanguard Target Retrmnt 2045	Mutual Funds	—	—	$3.6M	3.3%
Vanguard Target Retrmnt 2035	Mutual Funds	—	—	$3.5M	3.2%
PIMCO Total Return A	Mutual Funds	—	—	$3.2M	2.9%
Vanguard Target Retrmnt 2050	Mutual Funds	—	—	$2.9M	2.6%
Vanguard Target Retrmnt 2025	Mutual Funds	—	—	$2.8M	2.6%
Vanguard Target Retrmnt 2020	Mutual Funds	—	—	$2.7M	2.4%
Cohen & Steers Cohen & Steers Realty Shares L	Other securities	—	—	$2.2M	2.0%
Vanguard Wellington Adm	Mutual Funds	—	—	$1.8M	1.6%
Vanguard Target Retrmnt Inc	Mutual Funds	—	—	$1.5M	1.4%
Vanguard Target Retrmnt 2060	Mutual Funds	—	—	$1.4M	1.3%
Fidelity Total Intl Index	Mutual Funds	—	—	$1.4M	1.2%
Fidelity Inflation-Prot Bd Idx	Common Collective Trusts	—	—	$962K	0.9%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$840K	0.8%
Blackrock High Yield Portfolio Instl	Other securities	—	—	$744K	0.7%
Vanguard Target Retrmnt 2065 Inv	Mutual Funds	—	—	$377K	0.3%
Vanguard Federal Money Market	Mutual Funds	—	—	$292K	0.3%
Vanguard Target Retrmnt 2070 Inv	Mutual Funds	—	—	$104K	<0.1%
State Street State St l US Govt M1y Mkt Premier	Other securities	—	—	$2K	<0.1%