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Original filing (PDF)20250916132457NAL0001998065003
LEHIGH VALLEY HEALTH NETWORK, INC.
Form 5500
FILING_RECEIVED
LEHIGH VALLEY HEALTH NETWORK, INC. 403(B) SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
20,882
Accounts w/ balance
27,392
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
24 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
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 249% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
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 · 18103
Phone
(484) 884-3186
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
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO. | 51-0396365 | — | NONE | $2.4M | — |
Investments
24 direct securities· $1.3B(100% of reported assets)
Uncategorized
$1.2B
23 holdings
Mutual Funds
$166.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard INSTL IDX INSTL PLUS N/R | Mutual Funds | — | — | $166.9M | 12.4% | |
| Vanguard TOTAL BD MKTS IDX INT N/R | — | — | — | $130.6M | 9.7% | |
| Vanguard EXT MKT IDX INST PLUS N/R | — | — | — | $114.6M | 8.5% | |
| Vanguard TGT RTMT 2045 N/R | — | — | — | $93.3M | 6.9% | |
| Vanguard TGT RTMT 2050 N/R | — | — | — | $79.9M | 5.9% | |
| Vanguard TGT RTMT 2035 N/R | — | — | — | $79.3M | 5.9% | |
| T Rowe T ROWE PRICE INSTL LG CP GRWTH N/R | — | — | — | $78.4M | 5.8% | |
| Vanguard TGT RTMT 2040 N/R | — | — | — | $73.2M | 5.4% | |
| Vanguard TGT RTMT 2025 N/R | — | — | — | $72.8M | 5.4% | |
| Vanguard TGT RTMT 2030 N/R | — | — | — | $66.8M | 5.0% | |
| Vanguard TOT INTL STOCK INST N/R | — | — | — | $54.6M | 4.0% | |
| Dodge & Cox DODGE & COX STOCK X N/R | — | — | — | $52.6M | 3.9% | |
| Vanguard TGT RTMT 2055 N/R | — | — | — | $51.7M | 3.8% | |
| American Europacific AMERICAN EUROPACIFIC GROWTH R6 N/R | — | — | — | $45.5M | 3.4% | |
| Vanguard FED MONEY MARKET INV N/R | — | — | — | $43.1M | 3.2% | |
| PIMCO INFL RESP MULTIASST INST N/R | — | — | — | $30.9M | 2.3% | |
| Vanguard TGT RTMT 2020 N/R | — | — | — | $29.7M | 2.2% | |
| Vanguard TGT RTMT 2060 N/R | — | — | — | $22.0M | 1.6% | |
| Vanguard TGT RTMT INC N/R | — | — | — | $21.7M | 1.6% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $14.2M | 1.0% | |
| Self-Directed Brokerage Account Schwab Funds SCHWAB PCRA N/R | — | — | — | $12.7M | 0.9% | |
| PGIM Funds (Prudential) PGIM INVEST TOTAL RET BOND R6 N/R | — | — | — | $10.8M | 0.8% | |
| Vanguard TARGET RETIRE 2065 N/R | — | — | — | $3.7M | 0.3% | |
| Vanguard TARGET RET 2070 N/R | — | — | — | $1.0M | <0.1% |