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Form 5500 · Retirement plan · BRONX, NY

MONTEFIORE MEDICAL CENTER

The filing calls this plan MONTEFIORE MEDICAL CENTER 403(B) PLAN.

MONTEFIORE MEDICAL CENTER of BRONX, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by METROPOLITAN LIFE INSURANCE COMPANY. 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 13-1740114 · plan 008 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
25,528
Contracts on file
1
Contract value
$518,393,669
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with METROPOLITAN LIFE INSURANCE COMPANY.

The contracts held $518,393,669 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
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC4,896December$518,393,669$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
MONTEFIORE MEDICAL CENTER
EIN 13-1740114
METROPOLITAN LIFE INSURANCE
Contract administrator · EIN 13-5581829
$2,975,457
paid directly by the plan
AON INVESTMENT USA INC
INVEST ADVISORY · EIN 36-3109431
$51,750
paid directly by the plan
PKF O'CONNOR DAVIES, LLP
Accounting and audit · EIN 27-1728945
$43,750
paid directly by the plan
CAPFINANCIAL PARTNERS LLC
CONSULTANT · EIN 26-0058143
$29,144
paid directly by the plan
SEYFARTH SHAW LLP
LEGAL · EIN 36-2152202
$27,335
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
$4,331,386,819
Paid out in benefits
$336,809,239
Participants at the start of the year
25,528
Participants with account balances
22,889

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

Who runs the plan

Independent accountantEIN 27-1728945
PKF O'CONNOR DAVIES, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$43,750

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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