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Form 5500 · Retirement plan · WESTBURY, NY

NORTHWELL HEALTH, INC.

The filing calls this plan NORTHWELL HEALTH PENSION PLAN.

NORTHWELL HEALTH, INC. of WESTBURY, NY's retirement plan holds 2 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
Insurance company
AETNA LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-3418133 · plan 006 · plan year 2023, filed Oct 15, 2024

Participants at the start of the year
44,319
Contracts on file
2
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AETNA LIFE INSURANCE COMPANY.

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
AETNA LIFE INSURANCE COMPANYAnnuity / GIC0December—$0
PRINCIPAL LIFE INSURANCE COMPANY—0March—$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
NORTHWELL HEALTH, INC.
EIN 11-3418133
NORTHERN TRUST COMPANY
Named on Schedule C · EIN 36-1561860
$676,767
paid directly by the plan
EAGLE CAPITAL MANAGEMENT, LLC
Named on Schedule C · EIN 22-3361201
$673,430
paid directly by the plan
EDGEWOOD MANAGEMENT LLC
Named on Schedule C · EIN 20-4044179
$595,087
paid directly by the plan
BUCK GLOBAL LLC
Named on Schedule C · EIN 13-3954297
$440,720
paid directly by the plan
CONDUENT HR SERVICES LLC
Named on Schedule C · EIN 16-0468020
$375,353
paid directly by the plan
MFS INSTITUTIONAL ADVISORS
Named on Schedule C · EIN 04-3247425
$365,382
paid directly by the plan
WELLINGTON TRUST COMPANY
Named on Schedule C · EIN 04-2755549
$346,684
paid directly by the plan
MERCER INVESTMENT MANAGEMENT
Named on Schedule C · EIN 30-0282430
$279,720
paid directly by the plan
HARDING LOEVNER LP
Named on Schedule C · EIN 27-0684167
$256,586
paid directly by the plan
SHENKMAN CAPITAL MGMT.
Named on Schedule C · EIN 13-3280361
$221,431
paid directly by the plan
BURGUNDY ASSET MANAGEMENT
Named on Schedule C · EIN 98-0407588
$217,300
paid directly by the plan
LOOMIS SAYLES TRUST COMPANY LLC
Named on Schedule C · EIN 27-6848787
$210,669
paid directly by the plan
RIVERBRIDGE PARTNERS
Named on Schedule C · EIN 41-1930193
$208,132
paid directly by the plan
JENNISON ASSOCIATES LLC
Named on Schedule C · EIN 52-2069785
$197,381
paid directly by the plan
DIAMOND HILL CAPITAL MGMT, INC.
Named on Schedule C · EIN 31-1019984
$177,618
paid directly by the plan
GOLDMAN SACHS ASSEI MGMT. LLC
Named on Schedule C · EIN 13-3959315
$67,840
paid directly by the plan
ROCATON INVESTMENT ADVISORS
Named on Schedule C · EIN 04-3638035
$65,523
paid directly by the plan
USI CONSULTING GROUP, INC.
Named on Schedule C · EIN 06-1053228
$50,730
paid directly by the plan
HEALTHCARE COMMUNITY SERVICES
Accounting and audit · EIN 11-1639818
$45,000
paid directly by the plan
RCP ADVISORS
Named on Schedule C · EIN 86-1091586
$11,121
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.

Reported to OSHA

Reported to OSHA for 2025: 807 employees, 49 recordable cases, 1,621 days away from work.

EmployeesThe company's own average for the year
807
Hours worked
1,195,951
Recordable cases
49
Days away from work
1,621

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$2,739,617,945
Paid out in benefits
$131,317,347
Participants at the start of the year
44,319

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

Who runs the plan

Independent accountantEIN 11-1639818
HEALTHCARE COMMUNITY SERVICES
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$155,883

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

Flex Benefit PlanInsured benefit plan · 9 Schedule A contractsRenews ~Jan 1Contributory Long Term Disability PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1Northwell Health 401(K) PlanRetirement plan · 1 Schedule A contractNorthwell Health 403(B) PlanRetirement plan · 11 Schedule A contractsRetiree Hospital Major MedicalForm 5500 filing · no insured Schedule A contractsQualified Health PlanForm 5500 filing · no insured Schedule A contracts

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