2023 Form 5500 filing — Northwell Health 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015184823NAL0030670529001) for Northwell Health 403(B) Plan, reported by Northwell Health, Inc. under EIN 11-3418133 and plan number 003. It reports 65,374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184823NAL0030670529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwell Health, Inc.
- EIN
- 11-3418133
- Plan number
- 003
- Location
- Westbury, NY
- Participants
- 65,374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,888,143,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,888,143,307
- Employer contributions
- $157,508,839
- Participant contributions
- $369,084,849
- Total income / additions
- $1,947,871,515
- Benefits paid
- $624,986,034
- Administrative expenses
- $3,455,228
- Total expenses
- $628,441,262
- Net increase / (decrease)
- $1,319,430,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $3,110,763 | $0 |
| Rocaton Investment Advisors | NONE | $245,219 | not reported in the loaded dataset |
| Ernst & Young, Llp | NONE | $76,206 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $23,040 | not reported in the loaded dataset |