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Form 5500 · Retirement plan · ALLENTOWN, PA

LEHIGH VALLEY HEALTH NETWORK, INC.

The filing calls this plan POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN.

LEHIGH VALLEY HEALTH NETWORK, INC. of ALLENTOWN, PA's retirement plan holds 4 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2458317 · plan 009 · plan year 2024, filed Sep 16, 2025

Participants at the start of the year
1,488
Contracts on file
4
Contract value
$7,515,830
Plan year end
December

Plan brief

Schedule A lists 4 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN UNITED LIFE INSURANCE COMPANY.

The contracts held $7,515,830 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC9December$267,098$0
METROPOLITAN LIFE OF CTAnnuity / GIC60December$1,007,145$0
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC1,133December$5,965,718$0
ZURICH AMERICAN LIFE INSURANCE COMPANYAnnuity / GIC9December$275,869$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
LEHIGH VALLEY HEALTH NETWORK, INC.
EIN 22-2458317
VALIC RETIREMENT SERVICES COMPANY
Custodian · EIN 51-0396365
$38,921
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$43,419,616
Paid out in benefits
$5,457,983
Participants at the start of the year
1,488
Participants with account balances
1,323

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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