Back to filter
Original filing (PDF)20251014153204NAL0006670690001
ST. LUKES CORNWALL HOSPITAL
Form 5500
FILING_RECEIVED
ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN
Defined-benefit pension plan
Active participants
55
Accounts w/ balance
—
Plan assets (EOY)
$51.0M
Net assets (EOY)
$51.0M
How this plan invests
This plan
18 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
75
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 102% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. LUKES CORNWALL HOSPITAL.
Plan sponsor
Name
ST. LUKES CORNWALL HOSPITAL
EIN
14-1340054
Address
70 DUBOIS STREET · NEWBURGH, NY · 12550
Phone
(845) 568-2482
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RBT CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN CHASE BANK, N.A. | — | NEW YORK, NY | NONE | $138K | — |
| PEN CHECKS | 33-6134835 | — | NONE | $27K | — |
Investments
18 direct securities· $50.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund - Equity | — | — | $5.4M | $11.6M | 22.8% | |
| Bond Six Circles Global Bond Mutual Fund - Fixed | — | — | $8.0M | $8.1M | 15.9% | |
| Duration Vanguard Total International Mutual Fund - Fixed | — | — | $6.8M | $6.8M | 13.3% | |
| Six Circles U.S. Mutual Fund - Equity | — | — | $3.5M | $5.8M | 11.4% | |
| Canada Six Circles International Mutual Fund - Equity | — | — | $3.5M | $3.7M | 7.2% | |
| Vanguard Total Bond Market Mutual Fund - Fixed | — | — | $2.6M | $2.6M | 5.1% | |
| Six Circles Credit Mutual Fund - Fixed | — | — | $2.2M | $2.3M | 4.4% | |
| Vanguard Mortgage-Backed Mutual Fund - Fixed | — | — | $1.7M | $1.6M | 3.2% | |
| Europe ETF * JPMorgan BetaBuilders Mutual Fund - Equity | — | — | $1.1M | $1.3M | 2.5% | |
| Unconstrained Equity Fund * JPMorgan BetaBuilders Mutual Fund - Equity | — | — | $1.1M | $1.1M | 2.2% | |
| Opportunities Vanguard Int-Term Corporate Mutual Fund - Fixed | — | — | $1.1M | $1.1M | 2.2% | |
| Unconstrained Equity Fund * JPMorgan BetaBuilders Mutual Fund - Equity | — | — | $768K | $1.0M | 2.0% | |
| JPMorgan Deposit Sweep Cash | — | — | $869K | $869K | 1.7% | |
| Japan * JPMorgan Beta Builders Mutual Fund - Equity | — | — | $699K | $659K | 1.3% | |
| Securities Six Circles Ultra Short Mutual Fund - Fixed | — | — | $570K | $570K | 1.1% | |
| ETF PIMCO Income Fund Mutual Fund - Fixed | — | — | $557K | $555K | 1.1% | |
| Developed Asia Pacific ex- Japan ETF Ishares US Treasury Bond Mutual Fund - Fixed | — | — | $508K | $516K | 1.0% | |
| Cash | — | — | $371K | $371K | 0.7% |