Plan5500

Northwell Health Pension 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 Pension Plan is a benefit plan reported by Northwell Health, Inc. under EIN 11-3418133 and plan number 006. The latest loaded filing year is 2023. The filing reports 44,319 participants and $2,739,617,945 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
006
Plan type
2
Location
Westbury, NY
Latest filing year
2023
Participants
44,319
End-of-year plan assets
$2,739,617,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344,319H, C20241015190653NAL0057797394001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,739,617,945
Total liabilities (EOY)
$23,420,316
Net assets (EOY)
$2,716,197,629
Net assets (BOY)
$2,503,885,682

Income & contributions

Total contributions
$0
Total income / additions
$357,702,425

Expenses & distributions

Benefits paid
$131,317,347
Administrative expenses
$14,073,131
Total expenses
$145,390,478
Net increase / (decrease)
$212,311,947

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BlackstoneNONE$1,630,416not reported in the loaded dataset2023
Morgan Lewis & BockiusNONE$946,014not reported in the loaded dataset2023
Northern Trust CompanyNONE$676,767not reported in the loaded dataset2023
Eagle Capital Management, LLCNONE$673,430not reported in the loaded dataset2023
Edgewood Management LLCNONE$595,087not reported in the loaded dataset2023
Towers WatsonNONE$590,483not reported in the loaded dataset2023
Buck Global LLCNONE$440,720not reported in the loaded dataset2023
Conduent Hr Services LLCNONE$375,353not reported in the loaded dataset2023
Mfs Institutional AdvisorsNONE$365,382not reported in the loaded dataset2023
Wellington Trust CompanyNONE$346,684not reported in the loaded dataset2023
Mercer Investment ManagementNONE$279,720not reported in the loaded dataset2023
Harding Loevner LpNONE$256,586not reported in the loaded dataset2023
Antler ElevateNONE$248,519not reported in the loaded dataset2023
Hl Investment Mgmt.NONE$228,965not reported in the loaded dataset2023
Shenkman Capital Mgmt.NONE$221,431not reported in the loaded dataset2023
Burgundy Asset ManagementNONE$217,300not reported in the loaded dataset2023
Loomis Sayles Trust Company LLCNONE$210,669not reported in the loaded dataset2023
Riverbridge PartnersNONE$208,132not reported in the loaded dataset2023
Mackay ShieldsNONE$204,497not reported in the loaded dataset2023
Jennison Associates LLCNONE$197,381not reported in the loaded dataset2023
Diamond Hill Capital Mgmt, Inc.NONE$177,618not reported in the loaded dataset2023
Dodge & CoxNONE$156,966not reported in the loaded dataset2023
Apollo Nrp IiNONE$138,821not reported in the loaded dataset2023
Cohen & Steers PfdNONE$125,628not reported in the loaded dataset2023
Ernst & Young Us LlpNONE$110,883not reported in the loaded dataset2023
Goldman Sachs Assei Mgmt. LLCNONE$67,840not reported in the loaded dataset2023
Rocaton Investment AdvisorsNONE$65,523not reported in the loaded dataset2023
Sweetwater CapitalNONE$61,356not reported in the loaded dataset2023
Morgan Stanley Investment Mgmt. IncNONE$51,597not reported in the loaded dataset2023
Usi Consulting Group, Inc.NONE$50,730not reported in the loaded dataset2023
Healthcare Community ServicesNONE$45,000not reported in the loaded dataset2023
Hig Capital PartnersNONE$43,529not reported in the loaded dataset2023
Reverence Capital PartnersNONE$25,664not reported in the loaded dataset2023
Pine Brook Capital PartnersNONE$13,690not reported in the loaded dataset2023
Rcp AdvisorsNONE$11,121not reported in the loaded dataset2023

Related Form 5500 pages