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Original filing (PDF)20251015142543NAL0002566067001
ABINGTON MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
ABINGTON HEALTH DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,606
Accounts w/ balance
6,764
Plan assets (EOY)
$88.3M
Net assets (EOY)
$88.3M
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.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
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 | $76K | — |
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $12K | — |
Investments
34 direct securities · 1 pooled fund· $80.0M(91% 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
$79.5M
34 holdings
Pooled Separate Account
$460K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $11.3M | 12.8% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $10.8M | 12.2% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $8.0M | 9.1% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $6.8M | 7.7% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $6.6M | 7.5% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $6.3M | 7.2% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $5.7M | 6.4% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $4.5M | 5.1% | |
| Vanguard Institutional Index Inst | — | — | — | $3.9M | 4.4% | |
| Vanguard PRIMECAP Adm | — | — | — | $2.3M | 2.6% | |
| Vanguard Extend Market Index Inst Pl | — | — | — | $2.2M | 2.5% | |
| Vanguard Windsor II Admiral Fund | — | — | — | $2.0M | 2.3% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $2.0M | 2.2% | |
| Vanguard Total International Stock Index Inst | — | — | — | $1.0M | 1.2% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $969K | 1.1% | |
| TIAA Traditional Non- Insurance Company General Contract | — | — | — | $879K | 1.0% | |
| Vanguard Federal Money Market Inv | — | — | — | $832K | 0.9% | |
| American Capital Growth and Income R6 | — | — | — | $544K | 0.6% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $464K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $460K | 0.5% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $459K | 0.5% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $299K | 0.3% | |
| Vanguard Emerging Markets Stock Index Inst | — | — | — | $299K | 0.3% | |
| CREF Stock R3 | — | — | — | $277K | 0.3% | |
| Vanguard Real Estate Idx Inst | — | — | — | $214K | 0.2% | |
| American EuroPac Growth R6 | — | — | — | $184K | 0.2% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $143K | 0.2% | |
| Vanguard FTSE Social Index Adm | — | — | — | $107K | 0.1% | |
| CREF Social Choice R3 | — | — | — | $103K | 0.1% | |
| Vanguard Inflation Protected Securities Ins | — | — | — | $95K | 0.1% | |
| Nuveen Lifecycle Index Ret Inc R6 | — | — | — | $86K | <0.1% | |
| CREF Global Equities R3 | — | — | — | $81K | <0.1% | |
| CREF Growth R3 | — | — | — | $55K | <0.1% | |
| value * Notes Receivable From Interest rates of 9.50% with maturity dates ranging | — | — | — | $19K | <0.1% | |
| CREF Core Bond R3 | — | — | — | $7K | <0.1% |