Back to filter
Original filing (PDF)20250401103951NAL0004283571001
LEHIGH VALLEY HEALTH NETWORK, INC.
Form 5500
FILING_RECEIVED
LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
3,049
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 305% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEHIGH VALLEY HEALTH NETWORK, INC..
Plan sponsor
Name
LEHIGH VALLEY HEALTH NETWORK, INC.
EIN
22-2458317
Address
P.O. BOX 1870 · ALLENTOWN, PA · 181031870
Phone
(484) 884-3186
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-01
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $903K | — |
| AON HEWITT INVESTMENT CONSULTING,IN | 36-3109431 | — | NONE | $818K | — |
| PRUDENTIAL | 46-1242933 | — | NONE | $345K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $187K | — |
| BAKER TILLY | 39-0859910 | — | NONE | $30K | — |
| STATE STREET GBL EQUITY | 32-6528132 | — | NONE | $12K | — |
Investments
10 pooled funds· $1.0B(92% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | $679.1M | 59.9% |
| AON GLOBAL EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543704 / PN 004 | Common Collective Trust | $91.1M | 8.0% |
| AON US INTERMEDIATE GOVERNMENT BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | $70.6M | 6.2% |
| AON 20+ YR US TREASURY STRIPS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | $63.2M | 5.6% |
| SSGA RUSSELL LARGE CAP INDEX SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 224 | Common Collective Trust | $47.3M | 4.2% |
| AON US LONG GOVERNMENT BOND INDEX F AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | $44.2M | 3.9% |
| SSGA GLOBAL EQUITY EX USA INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | $23.9M | 2.1% |
| NT COLLECTIVE SHORT TERM INVESTMENT NORTHERN TRUST INVESTMENT, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | $15.0M | 1.3% |
| RUSSELL SMALL CAP(R)INDX NL SF CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 096 | Common Collective Trust | $7.6M | 0.7% |
| AON HIGH YIELD PLUS BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | $669K | <0.1% |