Northwell Health 403(B) Plan — Form 5500 plan (Northwell Health, Inc.)
Plain-English plan 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, Northwell Health 403(B) Plan is a benefit plan reported by Northwell Health, Inc. under EIN 11-3418133 and plan number 003. The latest loaded filing year is 2023. The filing reports 65,374 participants and $9,888,143,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwell Health, Inc.
- EIN
- 11-3418133
- Plan number
- 003
- Plan type
- 2
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 65,374
- End-of-year plan assets
- $9,888,143,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65,374 | H, C | 20241015184823NAL0030670529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,888,143,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,888,143,307
- Net assets (BOY)
- $8,317,028,702
Income & contributions
- Employer contributions
- $157,508,839
- Participant contributions
- $369,084,849
- Total contributions
- $544,111,362
- Total income / additions
- $1,947,871,515
Expenses & distributions
- Benefits paid
- $624,986,034
- Administrative expenses
- $3,455,228
- Total expenses
- $628,441,262
- Net increase / (decrease)
- $1,319,430,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $3,110,763 | $0 | 2023 |
| Rocaton Investment Advisors | NONE | $245,219 | not reported in the loaded dataset | 2023 |
| Ernst & Young, Llp | NONE | $76,206 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $23,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwell Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Rocaton Investment Advisors — Schedule C compensation
- Ernst & Young, Llp — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation