Form 5500 · Retirement plan · WESTBURY, NY
NORTHWELL HEALTH, INC.
The filing calls this plan NORTHWELL HEALTH 403(B) PLAN.
NORTHWELL HEALTH, INC. of WESTBURY, NY's retirement plan holds 11 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-3418133 · plan 003 · plan year 2024, filed Oct 15, 2025
Plan brief
Schedule A lists 11 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK.
The contracts held $1,138,933,120 at the end of the plan year, as reported on Schedule A.
$169,941 in agent commissions is disclosed across the contracts; HEALTHCARE COMMUNITY SECURITIES 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Annuity / GIC | 283 | December | $32,761,768 | $168,735 |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Annuity / GIC | 828 | December | $24,905,803 | $495 |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Annuity / GIC | 828 | December | $1,655,918 | $490 |
| METROPOLITAN LIFE INSURANCE COMPANY | Annuity / GIC | 9 | December | $79,086 | $221 |
| AMERICAN GENERAL LIFE INSURANCE COMPANY | Annuity / GIC | 104 | December | $1,285,007 | $0 |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | Annuity / GIC | — | December | $721,454 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Annuity / GIC | 54,511 | December | $1,067,742,912 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 348 | December | $4,232,407 | $0 |
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY | Annuity / GIC | 0 | March | — | $0 |
| SUNAMERICA LIFE INSURANCE COMPANY | Annuity / GIC | 260 | December | $4,649,423 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 56 | December | $899,342 | $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.
Administrator and service providers
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.
Source: OSHA Injury Tracking Application establishment data, 2025.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
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