2023 Form 5500 filing — Northwell Health Pension 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 20241015190653NAL0057797394001) for Northwell Health Pension Plan, reported by Northwell Health, Inc. under EIN 11-3418133 and plan number 006. It reports 44,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190653NAL0057797394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwell Health, Inc.
- EIN
- 11-3418133
- Plan number
- 006
- Location
- Westbury, NY
- Participants
- 44,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,739,617,945
- Total liabilities (EOY)
- $23,420,316
- Net assets (EOY)
- $2,716,197,629
- Total income / additions
- $357,702,425
- Benefits paid
- $131,317,347
- Administrative expenses
- $14,073,131
- Total expenses
- $145,390,478
- Net increase / (decrease)
- $212,311,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackstone | NONE | $1,630,416 | not reported in the loaded dataset |
| Morgan Lewis & Bockius | NONE | $946,014 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $676,767 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | NONE | $673,430 | not reported in the loaded dataset |
| Edgewood Management LLC | NONE | $595,087 | not reported in the loaded dataset |
| Towers Watson | NONE | $590,483 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $440,720 | not reported in the loaded dataset |
| Conduent Hr Services LLC | NONE | $375,353 | not reported in the loaded dataset |
| Mfs Institutional Advisors | NONE | $365,382 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $346,684 | not reported in the loaded dataset |
| Mercer Investment Management | NONE | $279,720 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | $256,586 | not reported in the loaded dataset |
| Antler Elevate | NONE | $248,519 | not reported in the loaded dataset |
| Hl Investment Mgmt. | NONE | $228,965 | not reported in the loaded dataset |
| Shenkman Capital Mgmt. | NONE | $221,431 | not reported in the loaded dataset |
| Burgundy Asset Management | NONE | $217,300 | not reported in the loaded dataset |
| Loomis Sayles Trust Company LLC | NONE | $210,669 | not reported in the loaded dataset |
| Riverbridge Partners | NONE | $208,132 | not reported in the loaded dataset |
| Mackay Shields | NONE | $204,497 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $197,381 | not reported in the loaded dataset |
| Diamond Hill Capital Mgmt, Inc. | NONE | $177,618 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $156,966 | not reported in the loaded dataset |
| Apollo Nrp Ii | NONE | $138,821 | not reported in the loaded dataset |
| Cohen & Steers Pfd | NONE | $125,628 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $110,883 | not reported in the loaded dataset |
| Goldman Sachs Assei Mgmt. LLC | NONE | $67,840 | not reported in the loaded dataset |
| Rocaton Investment Advisors | NONE | $65,523 | not reported in the loaded dataset |
| Sweetwater Capital | NONE | $61,356 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt. Inc | NONE | $51,597 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | NONE | $50,730 | not reported in the loaded dataset |
| Healthcare Community Services | NONE | $45,000 | not reported in the loaded dataset |
| Hig Capital Partners | NONE | $43,529 | not reported in the loaded dataset |
| Reverence Capital Partners | NONE | $25,664 | not reported in the loaded dataset |
| Pine Brook Capital Partners | NONE | $13,690 | not reported in the loaded dataset |
| Rcp Advisors | NONE | $11,121 | not reported in the loaded dataset |