Form 5500 · Retirement plan · NEW YORK, NY
THE MOUNT SINAI MEDICAL CENTER
The filing calls this plan THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN.
THE MOUNT SINAI MEDICAL CENTER of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 10 annuity or guaranteed-interest contracts held by the plan, written by TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY and 3 other insurers. 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 13-1624096 · plan 005 · plan year 2024, filed Oct 10, 2025
Plan brief
Schedule A lists 10 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.
The contracts held $2,146,576,977 at the end of the plan year, as reported on Schedule A.
$7,294 in agent commissions is disclosed across the contracts; CAPFINANCIAL SECURITIES LLC 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Annuity / GIC | 211 | December | $1,592,011 | $7,107 |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Annuity / GIC | 13 | December | $509,114 | $145 |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Annuity / GIC | 144 | December | $4,181,715 | $42 |
| MUTUAL OF NEW YORK | Annuity / GIC | 211 | December | $15,781 | $0 |
| MUTUAL OF NEW YORK | Annuity / GIC | 1 | December | $84,151 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 521 | December | $10,128,260 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 5,405 | December | $403,778,607 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 2 | December | $315,032 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 11 | December | $597,667 | $0 |
| TIAA-CREF | Annuity / GIC | 5,405 | December | $1,725,374,639 | $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
Named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 26,555 employees, 732 recordable cases, 8,610 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.
The filing reports that employee contributions were not forwarded to the plan on time (line 4a).
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