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Original filing (PDF)20251010112011NAL0004178803001
HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Form 5500
FILING_RECEIVED
HEALTHNOW NEW YORK INC. ELECTIVE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,009
Accounts w/ balance
1,618
Plan assets (EOY)
$223.6M
Net assets (EOY)
$223.5M
How this plan invests
This plan
31 pooled trusts
Schedule D
25 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC..
Plan sponsor
Name
HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
EIN
16-1105741
Address
120 FIFTH AVENUE · FAP HM 043A · PITTSBURGH, PA · 15222
Phone
(412) 544-7681
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $183K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $24K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $18K | — |
| BLACKROCK INSTITUTIONAL | 94-3112180 | — | NONE | $6K | — |
Investments
12 direct securities · 31 pooled funds· $264.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$133.3M
31 holdings
Uncategorized
$104.5M
11 holdings
Mutual Funds
$27.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLSPRING COLLECTIVE INVESTMENT TRU SEI TRUST COMPANY · EIN 23-1707341 / PN 001 | Common Collective Trust | — | — | $33.9M | 15.2% | |
| BLACKROCK EQUITY INDEX FUND F BLACKROCK INST. TRUST COMPANY · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $27.4M | 12.2% | |
| Dodge and Cox Dodge and Cox Stock Fund N/R | Mutual Funds | — | — | $27.0M | 12.1% | |
| Barclays Global Inves NA INVT Funds for Employee N/R | — | — | — | $23.7M | 10.6% | |
| BLACKROCK MSCI ACWI EX-US INDEX FUN BLACKROCK INST. TRUST COMPANY · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $23.7M | 10.6% | |
| T. Rowe T. Rowe Price Institutional Large Cap Core Growth Fund N/R | — | — | — | $18.1M | 8.1% | |
| Benefit Trust Great Gray Great Gray Collective Investment Trust N/R | — | — | — | $17.1M | 7.7% | |
| DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL CAPITAL MANAGEMENT · EIN 38-7275313 / PN 777 | Common Collective Trust | — | — | $17.1M | 7.7% | |
| Federated Government Obligations Fund N/R | — | — | — | $14.4M | 6.4% | |
| GMO Benchmark Free Allocation Series Fund N/R | — | — | — | $12.8M | 5.7% | |
| RUSSELL 2500 INDEX NON-LENDABLE FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-0732081 / PN 001 | Common Collective Trust | — | — | $9.2M | 4.1% | |
| CC&L Q EMERGING MARKETS EQUITY CIF GLOBAL TRUST COMPANY · EIN 93-6783575 / PN 001 | Common Collective Trust | — | — | $7.0M | 3.1% | |
| Hood River Hood River Small-Cap Growth Fund Retirement N/R | — | — | — | $7.0M | 3.1% | |
| Fidelity Real Estate Income N/R | — | — | — | $5.5M | 2.4% | |
| Vanguard Short Term Bond Index Fund Institutional N/R | — | — | — | $3.5M | 1.6% | |
| BLACKROCK LIFEPATH INDEX 2050 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4020887 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2040 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4020715 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2035 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4020637 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2045 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4020794 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $1.6M | 0.7% | |
| BLACKROCK LIFEPATH INDEX 2030 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4020542 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4019464 / PN 001 | Common Collective Trust | — | — | $921K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2055 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-1620812 / PN 001 | Common Collective Trust | — | — | $742K | 0.3% | |
| MFS EMERGING MARKETS DEBT FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 004 | Common Collective Trust | — | — | $721K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX FUND F BLACKROCK INST. TRUST COMPANY · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $567K | 0.3% | |
| Vanguard High-Yield Corporate Fund N/R | — | — | — | $542K | 0.2% | |
| BlackRock Institutional Trust Co. N A Investment N/R | — | — | — | $384K | 0.2% | |
| BLACKROCK LIFEPATH 2065 FUND F BLACKROCK INST. TRUST COMPANY · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $205K | <0.1% | |
| BLACKROCK LIFEPATH 2060 FUND F BLACKROCK INST. TRUST COMPANY · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $180K | <0.1% | |
| US DEBT INDEX NON LENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3221265 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL MSCI ACWI FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4299445 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LG CAP EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4273359 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2045 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020794 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2050 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020887 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2035 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020637 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2030 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020542 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2040 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020715 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2025 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020456 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX PORTFOLIO BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4019464 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2055 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-1620812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2060 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-2022883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LP IND 2065 NON LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1915237 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2500 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-0732081 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |