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Original filing (PDF)20251015084557NAL0002039971001
HACKENSACK MERIDIAN HEALTH
Form 5500
FILING_RECEIVED
CONSOLIDATED DEFINED CONTRIBUTION PLAN OF HACKENSACK MERIDIAN HEALTH
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,648
Accounts w/ balance
10,545
Plan assets (EOY)
$290.3M
Net assets (EOY)
$290.3M
How this plan invests
This plan
27 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HACKENSACK MERIDIAN HEALTH.
Plan sponsor
Name
HACKENSACK MERIDIAN HEALTH
EIN
22-3474145
Address
343 THORNALL STREET · 8TH FLOOR · EDISON, NJ · 08837
Phone
(844) 464-9355
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $175K | — |
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | NONE | $0 | — |
Investments
27 direct securities· $288.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Contrarian Core Fund 1,055,879 units | — | — | — | $38.5M | 13.3% | |
| Vanguard Target Retirement 2030 Fund 642,732 units | — | — | — | $24.3M | 8.4% | |
| Vanguard Institutional Index Fund 50,398 units | — | — | — | $24.1M | 8.3% | |
| Vanguard Target Retirement 2035 Fund 968,031 units | — | — | — | $23.2M | 8.0% | |
| Guaranteed Annuity Contracts * TIAA Stable Value Fund | — | — | — | $23.1M | 7.9% | |
| Vanguard Target Retirement 2040 Fund 526,223 units | — | — | — | $22.7M | 7.8% | |
| Vanguard Target Retirement 2045 Fund 651,262 units | — | — | — | $19.3M | 6.7% | |
| Vanguard Target Retirement 2050 Fund 302,547 units | — | — | — | $15.1M | 5.2% | |
| Vanguard Target Retirement 2025 Fund 768,965 units | — | — | — | $14.4M | 5.0% | |
| The Hartford International Opportunities Fund 686,849 units | — | — | — | $13.2M | 4.6% | |
| AMG GW&K Small/Mid Cap Fund 662,861 units | — | — | — | $12.6M | 4.3% | |
| Vanguard Target Retirement 2020 Fund 341,532 units | — | — | — | $9.0M | 3.1% | |
| Vanguard Target Retirement 2055 Fund 157,188 units | — | — | — | $8.7M | 3.0% | |
| Vanguard Extended Market Index Fund 56,406 units | — | — | — | $8.1M | 2.8% | |
| Metropolitan West Total Return Bond Fund 976,652 units | — | — | — | $8.1M | 2.8% | |
| Vanguard Total International Stock Index Fund 49,250 units | — | — | — | $6.2M | 2.1% | |
| Vanguard Total Bond Market Index Fund 500,004 units | — | — | — | $4.7M | 1.6% | |
| Vanguard Target Retirement Income Fund 237,508 units | — | — | — | $3.1M | 1.1% | |
| Vanguard FTSE Social Index Fund 50,122 units | — | — | — | $2.0M | 0.7% | |
| Maturity range through 2043 | — | — | — | $1.9M | 0.6% | |
| NinetyOne Emerging Markets Equity Fund 147,932 units | — | — | — | $1.6M | 0.5% | |
| Federated Hermes Institutional High Yield Bond Fund 157,930 units | — | — | — | $1.4M | 0.5% | |
| Vanguard Target Retirement 2060 Fund 25,857 units | — | — | — | $1.3M | 0.5% | |
| Principal Diversified Real Asset Fund 54,876 units | — | — | — | $611K | 0.2% | |
| SVA Fixed Fund | — | — | — | $550K | 0.2% | |
| Vanguard Target Retirement 2065 Fund 5,520 units | — | — | — | $186K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 1,781 units | — | — | — | $48K | <0.1% |
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