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Form 5500 · Retirement plan · TARRYTOWN, NY

MONTEFIORE MEDICAL CENTER

The filing calls this plan MONTEFIORE MEDICAL CENTER HSRP RETIREMENT PLAN.

MONTEFIORE MEDICAL CENTER of TARRYTOWN, NY files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRINCIPAL 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)
WILLIAM TREMKO
Insurance company
PRINCIPAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1740114 · plan 003 · plan year 2023, filed Oct 15, 2024

Participants at the start of the year
351
Contracts on file
2
Contract value
$20,420
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $20,420 at the end of the plan year, as reported on Schedule A.

$81,715 in agent commissions is disclosed across the contracts; WILLIAM TREMKO is the agent of record.

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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC309December$13,560,875$81,715
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC42December$20,420$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
AON HEWITT INVESTMENT CO.
INVESTMENT ADVISOR · EIN 36-3109431
$185,749
paid directly by the plan
USI CONSULTING GROUP INC
ACTUARY · EIN 13-4032401
$175,161
paid directly by the plan
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$72,020
paid directly by the plan
LEGAL & GENERAL INVESTMENT
INVESTMENT ADVISOR · EIN 20-8058531
$28,256
paid directly by the plan
BNY MELLON ASSET SERVICING
Custodian · EIN 13-5160382
$21,517
paid directly by the plan
SEYFARTH SHAW LLP
LEGAL · EIN 36-2152202
$15,931
paid directly by the plan
BUCHBINDER TUNICK & CO. LLP
Accounting and audit · EIN 13-1578842
$13,125
paid directly by the plan
JP MORGAN CHASE BANK
INVESTMENT ADVISOR · EIN 13-4994650
$7,833
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
$5,213,918
Paid out in benefits
$14,113,494
Participants at the start of the year
351

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

Who runs the plan

Independent accountantEIN 13-1578842
BUCHBINDER TUNICK & CO. LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Employee Health & Welfare Benefit PlanInsured benefit plan · 5 Schedule A contractsRenews ~Jan 1403(B) PlanRetirement plan · 1 Schedule A contractRetiree Medical PlanForm 5500 filing · no insured Schedule A contracts

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