# Northwell Health, INC. DB Plan
Source: https://planprovider.pro/companies/northwell-health-inc-plan-006

> Northwell Health, INC.'s DB plan: 26,078 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwell Health, INC.

- **Sponsor EIN:** 113418133

- **Sponsor Address:** 972 BRUSH HOLLOW ROAD, WESTBURY, NY, 115901740

- **Plan Type:** DB

- **Total Participants:** 26,078

- **Total Assets:** $2.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|26,078|$2.8B|$0|$0|

| 2023|26,950|$2.7B|$0|$0|

| 2022|28,359|$2.5B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLACKSTONE|NONE|$1,805,502|—|$1,805,502|

| TOWERS WATSON|NONE|$1,005,244|—|$1,005,244|

| NORTHERN TRUST COMPANY|NONE|$751,400|—|$751,400|

| EAGLE CAPITAL MANAGEMENT, LLC|NONE|$696,414|—|$696,414|

| EDGEWOOD MANAGEMENT LLC|NONE|$596,442|—|$596,442|

| BUCK GLOBAL LLC|NONE|$509,248|—|$509,248|

| MORGAN STANLEY INVESTMENT MGMT. INC|NONE|$509,039|—|$509,039|

| MORGAN LEWIS & BOCKIUS|NONE|$390,233|—|$390,233|

| MFS INSTITUTIONAL ADVISORS|NONE|$371,090|—|$371,090|

| NISA INVESTMENT ADVISORS|NONE|$313,457|—|$313,457|

| MERCER INVESTMENT MANAGEMENT|NONE|$310,605|—|$310,605|

| LOOMIS SAYLES TRUST COMPANY LLC|NONE|$285,774|—|$285,774|

| BURGUNDY ASSET MANAGEMENT|NONE|$223,150|—|$223,150|

| MACKAY SHIELDS|NONE|$222,533|—|$222,533|

| CONDUENT HR SERVICES LLC|NONE|$219,306|—|$219,306|

| RIVERBRIDGE PARTNERS|NONE|$209,678|—|$209,678|

| WELLINGTON TRUST COMPANY|NONE|$199,996|—|$199,996|

| JENNISON ASSOCIATES LLC|NONE|$194,494|—|$194,494|

| DIAMOND HILL CAPITAL MGMT, INC.|NONE|$186,784|—|$186,784|

| DODGE & COX|NONE|$177,006|—|$177,006|

| PINE BROOK CAPITAL PARTNERS|NONE|$147,950|—|$147,950|

| RAITH CAPITAL PARTNERS, LLC|NONE|$93,804|—|$93,804|

| HIG CAPITAL PARTNERS|NONE|$91,418|—|$91,418|

| GOLDMAN SACHS ASSEI MGMT. LLC|NONE|$82,764|—|$82,764|

| APOLLO NRP II|NONE|$74,321|—|$74,321|

| ERNST & YOUNG US LLP|NONE|$68,950|—|$68,950|

| COHEN & STEERS|NONE|$48,302|—|$48,302|

| MEKETA INVESTMENT GROUP|NONE|$39,891|—|$39,891|

| USI CONSULTING GROUP, INC.|NONE|$37,285|—|$37,285|

| RCP ADVISORS|NONE|$24,982|—|$24,982|

| AKSIA LLC|NONE|$12,180|—|$12,180|

| RIALTO CAPITAL; MANAGEMENT|NONE|$7,225|—|$7,225|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [EAGLE CAPITAL MANAGEMENT, LLC](https://planprovider.pro/provider/eagle-capital-management-llc) — NONE

- [MORGAN STANLEY INVESTMENT MGMT. INC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [MORGAN LEWIS & BOCKIUS](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [ERNST & YOUNG US LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,906,467

- **Estimated Expense Ratio:** 0.349% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,319,271|$6,928,043|—|$68,950|—|

| 2023|$14,073,131|$6,591,256|—|$155,883|—|

| 2022|$1,666,770|—|$398,608|—|$1,268,162|

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