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Original filing (PDF)20250916145901NAL0001373555001
LEHIGH VALLEY HEALTH NETWORK, INC.
Form 5500
FILING_RECEIVED
POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
971
Accounts w/ balance
1,323
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.4M
How this plan invests
This plan
90 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.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
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
009
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
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $39K | — |
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | NONE | $13K | — |
Investments
90 direct securities· $42.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VALIC Fixed-Interest | — | — | — | $6.0M | 13.7% | |
| Vanguard Tgt Ret 2030 | — | — | — | $2.8M | 6.4% | |
| Vanguard Tgt Ret 2035 | — | — | — | $2.7M | 6.3% | |
| T Rowe Price Instl Lg Cp Grwth | — | — | — | $2.7M | 6.1% | |
| Vanguard Ext Mkt Idx Inst Plus | — | — | — | $2.6M | 6.1% | |
| Vanguard Tgt Ret 2025 | — | — | — | $2.3M | 5.3% | |
| Vanguard Instl Idx Instl Plus | — | — | — | $2.2M | 5.1% | |
| Vanguard Tgt Ret 2045 | — | — | — | $2.2M | 5.0% | |
| Vanguard Tgt Ret 2040 | — | — | — | $2.0M | 4.6% | |
| Dodge & Cox Stock X | — | — | — | $1.8M | 4.1% | |
| Vanguard Tgt Ret 2050 | — | — | — | $1.4M | 3.1% | |
| Gamco Growth Fund | — | — | — | $1.1M | 2.5% | |
| Vanguard Tgt Ret 2055 | — | — | — | $1.0M | 2.3% | |
| MetLife Fixed | — | — | — | $1.0M | 2.3% | |
| Vanguard Tgt Ret 2020 | — | — | — | $950K | 2.2% | |
| American Europacific Growth R6 | — | — | — | $925K | 2.1% | |
| Vanguard Tgt Ret 2060 | — | — | — | $861K | 2.0% | |
| Vanguard Instl Tgt Ret Income | — | — | — | $748K | 1.7% | |
| PGIM Invest Total Ret Bond R6 | — | — | — | $718K | 1.7% | |
| Janus Forty T | — | — | — | $707K | 1.6% | |
| Invesco Global Opportunities A | — | — | — | $615K | 1.4% | |
| Invesco Global Allocation Fund A | — | — | — | $452K | 1.0% | |
| BNY Mellon Opp Small Cap Inv | — | — | — | $438K | 1.0% | |
| Vanguard 500 Index Admiral | — | — | — | $380K | 0.9% | |
| Participants Loans | — | — | — | $366K | 0.8% | |
| Zurich Fixed Account | — | — | — | $276K | 0.6% | |
| JPMorgan Smartretirement 2035 A | — | — | — | $272K | 0.6% | |
| Invesco American Franchise A | — | — | — | $271K | 0.6% | |
| One America Fixed | — | — | — | $267K | 0.6% | |
| JPMorgan Smartretirement 2045 A | — | — | — | $258K | 0.6% | |
| American Century Disciplined Core Val A | — | — | — | $217K | 0.5% | |
| Vanguard Total Bd Mkts Idx Int | — | — | — | $215K | 0.5% | |
| JPMorgan Smartretirement 2030 A | — | — | — | $189K | 0.4% | |
| Allspring Mid Cap Growth A | — | — | — | $188K | 0.4% | |
| Invesco Developing Markets A | — | — | — | $155K | 0.4% | |
| Vanguard Small-Cap Index Adm | — | — | — | $150K | 0.3% | |
| PIMCO Total Return A | — | — | — | $137K | 0.3% | |
| JPMorgan Smartretirement 2025 A | — | — | — | $133K | 0.3% | |
| Vanguard Tot Intl Stock Inst | — | — | — | $132K | 0.3% | |
| BNY Mellon S & P 500 Index Fund | — | — | — | $116K | 0.3% | |
| JPMorgan Smartretirement Income A | — | — | — | $111K | 0.3% | |
| Vanguard Tgt Ret 2065 | — | — | — | $85K | 0.2% | |
| Janus Henderson Small Cap Value Fund T | — | — | — | $78K | 0.2% | |
| JPMorgan Smartretirement 2020 A | — | — | — | $66K | 0.2% | |
| JPMorgan Smartretirement 2040 A | — | — | — | $62K | 0.1% | |
| BNY Mellon International Stock Index Inv | — | — | — | $60K | 0.1% | |
| American Century Disciplined Core Val Inv20-ING | — | — | — | $50K | 0.1% | |
| Invesco Discovery Large Cap A | — | — | — | $48K | 0.1% | |
| Vanguard Fed Money Market Inv | — | — | — | $42K | <0.1% | |
| PRIMCO Infl Resp Multiasst Inst | — | — | — | $34K | <0.1% | |
| PIMCO High Yield A | — | — | — | $31K | <0.1% | |
| BHFT Blackrock Ultra-Short Term Bond A | — | — | — | $24K | <0.1% | |
| Allspring Small Company Value A | — | — | — | $23K | <0.1% | |
| BHFT BH/Wellington Core Eq Opp Port A | — | — | — | $19K | <0.1% | |
| Clearbridge Variable Large Cap Growth | — | — | — | $18K | <0.1% | |
| BHFT MetLife Russell ® 2000 Idx - Port A | — | — | — | $13K | <0.1% | |
| MacQuarie VIP Small Cap Value Series | — | — | — | $11K | <0.1% | |
| Invesco U.S. Gov Money Market Y | — | — | — | $8K | <0.1% | |
| BHFT T Rowe Price Large Cap Value Cl E | — | — | — | $8K | <0.1% | |
| Voya Gnma Income A | — | — | — | $7K | <0.1% | |
| BHFT MetLife Stock Idx - Cl A | — | — | — | $6K | <0.1% | |
| DWS Capital Growth VIP | — | — | — | $5K | <0.1% | |
| Fidelity VIP Contrafund | — | — | — | $4K | <0.1% | |
| Vanguard TGT RET 2070 | — | — | — | $4K | <0.1% | |
| Clearbridge Variable Growth Portfolio | — | — | — | $4K | <0.1% | |
| Schwab PCRA | — | — | — | $4K | <0.1% | |
| BHFT PIMCO Total Return - Cl B | — | — | — | $3K | <0.1% | |
| BHFT Brighthouse Asset Allocation 100 B | — | — | — | $3K | <0.1% | |
| Janus Henderson Global Research | — | — | — | $2K | <0.1% | |
| DWS Core Equity VIP | — | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $2K | <0.1% | |
| BHFT MFS ® Total Return - Cl F | — | — | — | $2K | <0.1% | |
| BHFT MetLife MSCI EAFE Index A | — | — | — | $2K | <0.1% | |
| BNY Mellon Bond Market Index Inv | — | — | — | $1K | <0.1% | |
| BHFTI Loomis Sayles Growth Portfolio A | — | — | — | $948 | <0.1% | |
| Fidelity (R) VIP Contra - Service CL 2 | — | — | — | $929 | <0.1% | |
| BHFT CBRE Global Real Estate - Cl A | — | — | — | $751 | <0.1% | |
| American Century Intl Growth A | — | — | — | $579 | <0.1% | |
| Fidelity (R) VIP Dynamic Cap Appr CL 2 | — | — | — | $555 | <0.1% | |
| BHFT Invesco Global Equity Cl B 2657 | — | — | — | $521 | <0.1% | |
| BHFT MetLife Aggregate Bond Index | — | — | — | $270 | <0.1% | |
| BHFT Blackrock Capital Appreciation A | — | — | — | $178 | <0.1% | |
| BHFT Neurberger Berman Genesis A | — | — | — | $120 | <0.1% | |
| BHFT T Rowe Price Small Cap Gr Cl B | — | — | — | $109 | <0.1% | |
| BHFT Blackrock High Yield - Cl A | — | — | — | $68 | <0.1% | |
| BHFT Brighthouse Asset Allocation 80 B | — | — | — | $58 | <0.1% | |
| BHFT MetLife Mid Cap Stock Index Cl G | — | — | — | $41 | <0.1% | |
| Freedom 2050 Portfolio | — | — | — | $13 | <0.1% | |
| BHFT Jennison Grwth Class A | — | — | — | $11 | <0.1% | |
| BHFT MFS ® Value - Cl A | — | — | — | $4 | <0.1% |