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Original filing (PDF)20251015132514NAL0002360851001
ABINGTON MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
ABINGTON MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,119
Accounts w/ balance
10,439
Plan assets (EOY)
$382.7M
Net assets (EOY)
$382.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABINGTON MEMORIAL HOSPITAL.
Plan sponsor
Name
ABINGTON MEMORIAL HOSPITAL
EIN
23-1352152
Address
1101 MARKET STREET, SUITE 2300 · PHILADELPHIA, PA · 19107
Phone
(215) 481-2660
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $295K | — |
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $12K | — |
Investments
34 direct securities · 1 pooled fund· $382.7M(100% 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.
Uncategorized
$379.4M
34 holdings
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Inst | — | — | — | $34.7M | 9.1% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $32.7M | 8.6% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $29.2M | 7.6% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $27.8M | 7.3% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $27.5M | 7.2% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $26.9M | 7.0% | |
| Nuveen Lifecycle Index2050 R6 | — | — | — | $26.3M | 6.9% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $25.0M | 6.5% | |
| Vanguard Extend Market Index Inst Pl | — | — | — | $19.8M | 5.2% | |
| Vanguard PRIMECAP Admiral Fund | — | — | — | $17.5M | 4.6% | |
| Vanguard Windsor II Admiral Fund | — | — | — | $16.4M | 4.3% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $13.3M | 3.5% | |
| Vanguard Total International Stock Index Inst | — | — | — | $12.4M | 3.2% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $12.3M | 3.2% | |
| TIAA Traditional Non-Benefit- Insurance Company General Contract | — | — | — | $9.5M | 2.5% | |
| Vanguard Federal Money Market Inv | — | — | — | $8.0M | 2.1% | |
| Dodge & Cox Doge & Cox Income Fund | — | — | — | $5.7M | 1.5% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $4.3M | 1.1% | |
| American Funds American Capital Growth and Income R6 | — | — | — | $4.3M | 1.1% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $3.6M | 0.9% | |
| Notes Receivable From Interest rates of 4.25% to 9.50% maturing | — | — | — | $3.6M | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.4M | 0.9% | |
| Vanguard Inflation Protected Securities Inst | — | — | — | $3.1M | 0.8% | |
| Vanguard Emerging Markets Stock Index Inst | — | — | — | $2.3M | 0.6% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $2.3M | 0.6% | |
| CREF Stock R3 | — | — | — | $2.1M | 0.5% | |
| Vanguard REIT Idx Inst | — | — | — | $1.9M | 0.5% | |
| Nuveen LfCycle Ix 2065 R6 | — | — | — | $1.6M | 0.4% | |
| CREF Social Choice | — | — | — | $1.2M | 0.3% | |
| Vanguard FTSE Social Index Adm | — | — | — | $1.1M | 0.3% | |
| Nuveen Lifecycle Index Ret Inc R6 | — | — | — | $943K | 0.2% | |
| American Funds American EuroPac Growth R6 | — | — | — | $867K | 0.2% | |
| CREF Global Equities | — | — | — | $611K | 0.2% | |
| CREF Growth R3 | — | — | — | $588K | 0.2% | |
| CREF Core Bond R3 | — | — | — | $248K | <0.1% |