Original filing (PDF)20250916132457NAL0001998065001

Lehigh Valley Health Network, Inc.

Name: Lehigh Valley Health Network, Inc. — Lehigh Valley, Form 5500 (2024)
Creator: Lehigh Valley Health Network, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lehigh Valley Health Network, Inc. Erisa 403(b) Plan

403(b) retirement plan · Lehigh Valley Health Network, Inc.'s Lehigh Valley Health Network, Inc. Erisa 403(b) Plan held $6.7M in plan assets for 2,053 participants in 2024.

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

2,053

Accounts w/ balance

278

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEHIGH VALLEY HEALTH NETWORK, INC..

Plan sponsor

Name

LEHIGH VALLEY HEALTH NETWORK, INC.

EIN

all filings

Address

P O BOX 1870 · ALLENTOWN, PA · 18103

Phone

(484) 884-3186

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

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)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$17K	—

Investments

23 direct securities· $6.7M(100% of reported assets)

Mutual Funds

$5.3M

18 holdings

Common Collective Trusts

$1.4M

3 holdings

Bonds / Notes

$25K

1 holding

U.S. Treasuries

$2K

1 holding

					% of plan
Vanguard TGT RTMT 2025 N/R	Mutual Funds	—	—	$810K	12.1%
Vanguard TGT RTMT 2035 N/R	Mutual Funds	—	—	$631K	9.4%
Vanguard TGT RTMT 2030 N/R	Mutual Funds	—	—	$583K	8.7%
Vanguard INSTL IDX INSTL PLUS N/R	Common Collective Trusts	—	—	$554K	8.3%
Vanguard TGT RTMT 2050 N/R	Mutual Funds	—	—	$553K	8.2%
Vanguard TGT RTMT 2020 N/R	Mutual Funds	—	—	$553K	8.2%
Vanguard TOTAL BD MKTS IDX INT N/R	Common Collective Trusts	—	—	$454K	6.8%
Vanguard EXT MKT IDX INST PLUS N/R	Common Collective Trusts	—	—	$404K	6.0%
Vanguard TOT INTL STOCK INST N/R	Mutual Funds	—	—	$367K	5.5%
Vanguard TGT RTMT 2040 N/R	Mutual Funds	—	—	$365K	5.4%
Vanguard TGT RTMT 2045 N/R	Mutual Funds	—	—	$238K	3.5%
Vanguard TGT RTMT 2060 N/R	Mutual Funds	—	—	$219K	3.3%
Dodge & Cox DODGE & COX STOCK X N/R	Mutual Funds	—	—	$184K	2.7%
PIMCO INFL RESP MULTIASST INST N/R	Mutual Funds	—	—	$178K	2.7%
Vanguard TGT RTMT 2055 N/R	Mutual Funds	—	—	$159K	2.4%
American Funds AMERICAN EUROPACIFIC GROWTH R6 N/R	Mutual Funds	—	—	$158K	2.4%
T Rowe T ROWE PRICE INSTL LG CP GRWTH N/R	Mutual Funds	—	—	$100K	1.5%
Vanguard FED MONEY MARKET INV N/R	Mutual Funds	—	—	$97K	1.4%
Vanguard TARGET RETIRE 2065 N/R	Mutual Funds	—	—	$43K	0.6%
Vanguard TGT RTMT INC N/R	Mutual Funds	—	—	$38K	0.6%
Participant Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$25K	0.4%
Vanguard TARGET RET 2070 N/R	Mutual Funds	—	—	$3K	<0.1%
PGIM Funds ( Prudential) PGIM INVEST TOTAL RET BOND R6 N/R	U.S. Treasuries	—	—	$2K	<0.1%