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Original filing (PDF)20251013105921NAL0000515939001
MAIN LINE HEALTH, INC.
Form 5500
FILING_RECEIVED
MAIN LINE HEALTH, INC. RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,486
Accounts w/ balance
19,604
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
1 pooled trust
Schedule D
44 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 MAIN LINE HEALTH, INC..
Plan sponsor
Name
MAIN LINE HEALTH, INC.
EIN
23-2331531
Address
240 RADNOR CHESTER ROAD, SUITE 200 · RADNOR, PA · 19087
Phone
(484) 580-4748
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 23-1945930 | — | NONE | $833K | — |
| VANGUARD ADVISERS INC | 23-2811930 | — | NONE | $7K | — |
Investments
42 direct securities · 1 pooled fund· $1.7B(99% 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
$1.7B
42 holdings
Pooled Separate Account
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Index Fund Instl Plus Registered Investment Company | — | — | — | $292.8M | 17.1% | |
| Vanguard Tgt Retirement 2030 Registered Investment Company | — | — | — | $146.7M | 8.6% | |
| Vanguard Tgt Retirement 2050 Registered Investment Company | — | — | — | $134.4M | 7.8% | |
| Vanguard Tgt Retirement 2035 Registered Investment Company | — | — | — | $126.9M | 7.4% | |
| Vanguard Tgt Retirement 2025 Registered Investment Company | — | — | — | $124.4M | 7.3% | |
| Vanguard Tgt Retirement 2045 Registered Investment Company | — | — | — | $118.2M | 6.9% | |
| Vanguard Tgt Retirement 2040 Registered Investment Company | — | — | — | $117.9M | 6.9% | |
| Vanguard Wellington Adm Registered Investment Company | — | — | — | $92.9M | 5.4% | |
| Vanguard Tgt Retirement 2055 Registered Investment Company | — | — | — | $87.1M | 5.1% | |
| Vanguard Tgt Retirement 2020 Registered Investment Company | — | — | — | $62.8M | 3.7% | |
| Vanguard Fed Money Mkt Money Market Fund | — | — | — | $50.0M | 2.9% | |
| Vanguard Total Bd Mkt Indx Inst Registered Investment Company | — | — | — | $45.4M | 2.7% | |
| Vanguard Tgt Retirement 2060 Registered Investment Company | — | — | — | $43.6M | 2.5% | |
| Vanguard Mid-Cap Index Fd Inst Registered Investment Company | — | — | — | $30.8M | 1.8% | |
| Vanguard Total Int'l Stock Inst Registered Investment Company | — | — | — | $27.3M | 1.6% | |
| Vanguard Sm-Cap Index Fd Inst Registered Investment Company | — | — | — | $23.5M | 1.4% | |
| Vanguard Target Retirement Inc Registered Investment Company | — | — | — | $22.4M | 1.3% | |
| Vanguard Strat Equity Fund Registered Investment Company | — | — | — | $17.2M | 1.0% | |
| Participant loans Interest rate ranging from 4.25% - 9.5%, $0 | — | — | — | $15.9M | 0.9% | |
| CREF Stock Account Registered Investment Company | — | — | — | $15.6M | 0.9% | |
| Principal Small Cap Growth Fund - R6 Registered Investment Company | — | — | — | $14.3M | 0.8% | |
| Vanguard Tgt Retirement 2065 Registered Investment Company | — | — | — | $13.6M | 0.8% | |
| TIAA Traditional Annuity Insurance Company General Account | — | — | — | $13.5M | 0.8% | |
| CREF Growth Registered Investment Company | — | — | — | $9.4M | 0.5% | |
| PIMCO Total Return Fund Registered Investment Company | — | — | — | $7.0M | 0.4% | |
| Vanguard Short-Term Bond Index Inst Registered Investment Company | — | — | — | $5.9M | 0.3% | |
| Amer Funds EuroPacific Growth - R6 Registered Investment Company | — | — | — | $5.5M | 0.3% | |
| Vanguard Inflation-Protected Securities Registered Investment Company | — | — | — | $5.1M | 0.3% | |
| CREF Global Equities Registered Investment Company | — | — | — | $5.0M | 0.3% | |
| CREF Equity Index Registered Investment Company | — | — | — | $4.4M | 0.3% | |
| FTSE Social Index Adm Registered Investment Company | — | — | — | $3.6M | 0.2% | |
| Nuveen RE Sec Fund - R6 Registered Investment Company | — | — | — | $3.4M | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 0.2% | |
| CREF Social Choice Registered Investment Company | — | — | — | $1.6M | <0.1% | |
| CREF Core Bond Registered Investment Company | — | — | — | $1.4M | <0.1% | |
| Vanguard Tgt Retirement 2070 Registered Investment Company | — | — | — | $962K | <0.1% | |
| CREF Inflation-Linked Bond Registered Investment Company | — | — | — | $844K | <0.1% | |
| CREF Money Market Money Market Fund | — | — | — | $821K | <0.1% | |
| RAVA Advantage Registered Investment Company | — | — | — | $434K | <0.1% | |
| RAVA Advantage Plus Registered Investment Company | — | — | — | $202K | <0.1% | |
| RAVA Qualified Registered Investment Company | — | — | — | $188K | <0.1% | |
| RAVA 4 Select Registered Investment Company | — | — | — | $96K | <0.1% | |
| RAVA Select Plus Registered Investment Company | — | — | — | $3K | <0.1% |