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Original filing (PDF)20251009142114NAL0006714977001
WEST PENN ALLEGHENY HEALTH SYSTEM
Form 5500
FILING_RECEIVED
RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,976
Accounts w/ balance
14,818
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
62 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 WEST PENN ALLEGHENY HEALTH SYSTEM.
Plan sponsor
Name
WEST PENN ALLEGHENY HEALTH SYSTEM
EIN
25-0969492
Address
120 FIFTH AVENUE PLACE · FAPHM-043A · PITTSBURGH, PA · 15222
Phone
(412) 544-7681
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
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $342K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $280K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $23K | — |
| REED SMITH LLP | 25-0749630 | — | NONE | $11K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $0 | — |
Investments
61 direct securities · 1 pooled fund· $1.2B(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
$881.2M
59 holdings
Mutual Funds
$177.3M
1 holding
Guaranteed Income / GIC
$146.4M
1 holding
Pooled Separate Account
$14.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.Rowe Price T.Rowe Price Institutional Large Cap Core Growth Fund N/R | Mutual Funds | — | — | $177.3M | 14.5% | |
| s * TIAA Traditional Annuity Account N/R | Guaranteed Income / GIC | — | — | $146.4M | 12.0% | |
| Registered Investment Companies * CREF Stock Account N/R | — | — | — | $126.1M | 10.3% | |
| Vanguard Institutional Index Fund N/R | — | — | — | $85.1M | 7.0% | |
| BlackRock LifePath Index Retirement Fund N/R | — | — | — | $76.6M | 6.3% | |
| CREF Growth Account N/R | — | — | — | $65.6M | 5.4% | |
| BlackRock LifePath Index 2030 K N/R | — | — | — | $50.9M | 4.2% | |
| BlackRock LifePath Index 2035 K N/R | — | — | — | $43.7M | 3.6% | |
| CREF Global Equities Account N/R | — | — | — | $41.0M | 3.4% | |
| CREF Equities Index Account N/R | — | — | — | $35.1M | 2.9% | |
| BlackRock LifePath Index 2040 K N/R | — | — | — | $33.3M | 2.7% | |
| BlackRock LifePath Index 2045 K N/R | — | — | — | $29.5M | 2.4% | |
| BlackRock LifePath Index 2050 K N/R | — | — | — | $25.8M | 2.1% | |
| Vanguard Extended Market Index Institutional Fund N/R | — | — | — | $24.9M | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I N/R | — | — | — | $22.3M | 1.8% | |
| Federated Hermes Federated Hermes Government Obligations PRM N/R | — | — | — | $20.7M | 1.7% | |
| CREF Social Choice N/R | — | — | — | $17.3M | 1.4% | |
| Allspring Core Bond - R6 N/R | — | — | — | $16.9M | 1.4% | |
| MFS Institutional International Equity Fund N/R | — | — | — | $14.5M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.3M | 1.2% | |
| CREF Bond Market Account N/R | — | — | — | $13.0M | 1.1% | |
| BlackRock LifePath Index 2055 K N/R | — | — | — | $12.7M | 1.0% | |
| Hood River Hood River Small-Cap Growth R N/R | — | — | — | $12.4M | 1.0% | |
| TIAA-CREF Nuveen Lifecycle 2040-Prem N/R | — | — | — | $11.3M | 0.9% | |
| Vanguard Total International Stock Index Fund N/R | — | — | — | $9.7M | 0.8% | |
| TIAA-CREF Nuveen Lifecycle 2030-Prem N/R | — | — | — | $8.8M | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2035-Prem N/R | — | — | — | $8.1M | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2025-Prem N/R | — | — | — | $7.5M | 0.6% | |
| BlackRock LifePath Index 2060 K N/R | — | — | — | $6.8M | 0.6% | |
| CREF Inflation-Linked Bond Account N/R | — | — | — | $6.7M | 0.6% | |
| CREF Money Market Account N/R | — | — | — | $5.9M | 0.5% | |
| Diamond Hill Diamond Hill Small-Mid Cap Fund Class Y N/R | — | — | — | $5.4M | 0.4% | |
| Vanguard Total Bond Market Index Admiral Shares Fund N/R | — | — | — | $5.4M | 0.4% | |
| Vanguard Emerging Markets Stock Ind-Adm N/R | — | — | — | $4.5M | 0.4% | |
| Vanguard High-Yield Corporate Admiral Shares Fund N/R | — | — | — | $4.4M | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2045-Prem N/R | — | — | — | $4.1M | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2020-Prem N/R | — | — | — | $3.5M | 0.3% | |
| Vanguard S/T Bond Index Admiral N/R | — | — | — | $3.4M | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2050-Prem N/R | — | — | — | $2.5M | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2015-Prem N/R | — | — | — | $2.4M | 0.2% | |
| Fidelity Real Estate Income Fund N/R | — | — | — | $1.9M | 0.2% | |
| Participant Loans Interest rates: 4.25% to 9.50% $0 | — | — | — | $1.9M | 0.2% | |
| BlackRock LifePath Index 2065 K N/R | — | — | — | $1.8M | 0.2% | |
| Corebridge Fixed Interest Account N/R | — | — | — | $1.8M | 0.1% | |
| GMO Benchmark-Free Allocation R6 N/R | — | — | — | $1.5M | 0.1% | |
| TIAA-CREF Nuveen Lifecycle 2055-Prem N/R | — | — | — | $1.2M | <0.1% | |
| MFS Emerging Markets Debt Fund Class R6 N/R | — | — | — | $725K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2010-Prem N/R | — | — | — | $694K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle Rtmt Inc-Prem N/R | — | — | — | $546K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2060-Prem N/R | — | — | — | $416K | <0.1% | |
| American Funds American Funds Income Fund of America N/R | — | — | — | $168K | <0.1% | |
| American Funds American Funds Fundamental Investors N/R | — | — | — | $132K | <0.1% | |
| American Funds American Funds Growth Fund of America N/R | — | — | — | $111K | <0.1% | |
| American Funds American Funds Capital World Growth Income Fund N/R | — | — | — | $75K | <0.1% | |
| American Funds American Funds Capital Income Builder N/R | — | — | — | $49K | <0.1% | |
| American Funds American Funds Small Cap World Fund N/R | — | — | — | $33K | <0.1% | |
| American Funds American Funds New Perspective Fund N/R | — | — | — | $25K | <0.1% | |
| Washington Mutual Washington Mutual Investors Fund N/R | — | — | — | $23K | <0.1% | |
| American Funds American Funds Europacific Growth Fund N/R | — | — | — | $23K | <0.1% | |
| American Funds American Funds Bond Fund of America N/R | — | — | — | $17K | <0.1% | |
| American Funds American Funds Intermediate Bond Fund of America N/R | — | — | — | $11K | <0.1% | |
| American Funds American Funds New World Fund N/R | — | — | — | $7K | <0.1% |