Original filing (PDF)20251007093721NAL0010956354002

ENGLEWOOD HOSPITAL AND MEDICAL CENTER

Name: ENGLEWOOD HOSPITAL AND MEDICAL CENTER — RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER, Form 5500 (2024)
Creator: ENGLEWOOD HOSPITAL AND MEDICAL CENTER

Form 5500

FILING_RECEIVED

RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER

403(b) retirement plan

Signals · 1

31% in single holding

Active participants

3,619

Accounts w/ balance

2,793

Plan assets (EOY)

$341.8M

Net assets (EOY)

$341.8M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGLEWOOD HOSPITAL AND MEDICAL CENTER.

Plan sponsor

Name

ENGLEWOOD HOSPITAL AND MEDICAL CENTER

EIN

22-1487173

Address

350 ENGLE STREET · ENGLEWOOD, NJ · 07631

Phone

(201) 894-3028

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

2025-10-07

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	—	RECORDKEEPER	$269K	—

Broker

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

Investments

21 direct securities· $341.7M(100% of reported assets)

Other securities

$276.1M

15 holdings

Cash / Money Market

$30.4M

1 holding

Common Stock

$17.4M

3 holdings

Mutual Funds

$15.0M

1 holding

Bonds / Notes

$2.9M

1 holding

					% of plan
Fidelity 500 Index N/R	Other securities	—	—	$109.8M	32.1%
Federated FedeRtd Hermes US Trsry Cash Rsrv IS N/R	Cash / Money Market	—	—	$30.4M	8.9%
Vanguard Target Retrmnt 2030 N/R	Other securities	—	—	$21.3M	6.2%
Vanguard Target Retrmnt 2035 N/R	Other securities	—	—	$21.2M	6.2%
Vanguard Target Retrmnt 2025 N/R	Other securities	—	—	$18.1M	5.3%
Vanguard Target Retrmnt 2045 N/R	Other securities	—	—	$17.0M	5.0%
Fidelity Mid Cap Index N/R	Other securities	—	—	$16.9M	5.0%
Fidelity US Bd Index N/R	Other securities	—	—	$16.3M	4.8%
American Funds American Funds EuroPacific Gr R6 N/R	Mutual Funds	—	—	$15.0M	4.4%
Vanguard Target Retrmnt 2040 N/R	Other securities	—	—	$14.3M	4.2%
Vanguard Target Retrmnt 2020 N/R	Other securities	—	—	$11.1M	3.3%
Vanguard Target Retrmnt 2050 N/R	Other securities	—	—	$9.9M	2.9%
Vanguard Target Retrmnt 2055 N/R	Other securities	—	—	$7.6M	2.2%
Victory Sycamore Small Co Opp R6 N/R	Common Stock	—	—	$7.4M	2.2%
Loomis Sayles Loomis Sayles Small Cap Gr N N/R	Other securities	—	—	$6.9M	2.0%
Vanguard Target Retrmnt Inc N/R	Common Stock	—	—	$5.8M	1.7%
Transamerica Capital, Inc. Transamerica High Yield Bd R4 N/R	Common Stock	—	—	$4.1M	1.2%
Vanguard Target Retrmnt 2060 N/R	Other securities	—	—	$3.9M	1.1%
Participants Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$2.9M	0.8%
Vanguard Target Retrmnt 2065 Inv N/R	Other securities	—	—	$1.2M	0.4%
Insurance General Account * TFLIC General Insurance Account N/R	Other securities	—	—	$546K	0.2%