401k Plan data: NORTHWELL HEALTH 401(K) PLAN plan

NORTHWELL HEALTH 401(K) PLAN 401k Plan overview

Plan Name	NORTHWELL HEALTH 401(K) PLAN
Plan identification number	001

NORTHWELL HEALTH 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHWELL HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTHWELL HEALTH, INC.

Employer identification number (EIN): 113418133

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWELL HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01

Plan Statistics for NORTHWELL HEALTH 401(K) PLAN

401k plan membership statisitcs for NORTHWELL HEALTH 401(K) PLAN

Measure Date Value
2022: NORTHWELL HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 29,732
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 45,191
Number of retired or separated participants receiving benefits 2022-01-01 81
Number of other retired or separated participants entitled to future benefits 2022-01-01 4,246
Total of all active and inactive participants 2022-01-01 49,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 52
Total participants 2022-01-01 49,570
Number of participants with account balances 2022-01-01 31,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1,376
2021: NORTHWELL HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19,620
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 26,650
Number of retired or separated participants receiving benefits 2021-01-01 72
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,973
Total of all active and inactive participants 2021-01-01 29,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 37
Total participants 2021-01-01 29,732
Number of participants with account balances 2021-01-01 24,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1,102
2020: NORTHWELL HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16,441
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18,719
Number of retired or separated participants receiving benefits 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 876
Total of all active and inactive participants 2020-01-01 19,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 19,620
Number of participants with account balances 2020-01-01 14,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 383
2019: NORTHWELL HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,758
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15,677
Number of retired or separated participants receiving benefits 2019-01-01 53
Number of other retired or separated participants entitled to future benefits 2019-01-01 701
Total of all active and inactive participants 2019-01-01 16,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 10
Total participants 2019-01-01 16,441
Number of participants with account balances 2019-01-01 10,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 128
2018: NORTHWELL HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,794
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,282
Number of retired or separated participants receiving benefits 2018-01-01 48
Number of other retired or separated participants entitled to future benefits 2018-01-01 421
Total of all active and inactive participants 2018-01-01 1,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 7
Total participants 2018-01-01 1,758
Number of participants with account balances 2018-01-01 1,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 84

Measure	Date	Value
2022: NORTHWELL HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	29,732
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	45,191
Number of retired or separated participants receiving benefits	2022-01-01	81
Number of other retired or separated participants entitled to future benefits	2022-01-01	4,246
Total of all active and inactive participants	2022-01-01	49,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	52
Total participants	2022-01-01	49,570
Number of participants with account balances	2022-01-01	31,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1,376
2021: NORTHWELL HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19,620
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	26,650
Number of retired or separated participants receiving benefits	2021-01-01	72
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,973
Total of all active and inactive participants	2021-01-01	29,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	37
Total participants	2021-01-01	29,732
Number of participants with account balances	2021-01-01	24,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1,102
2020: NORTHWELL HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16,441
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18,719
Number of retired or separated participants receiving benefits	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	876
Total of all active and inactive participants	2020-01-01	19,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	19,620
Number of participants with account balances	2020-01-01	14,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	383
2019: NORTHWELL HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,758
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15,677
Number of retired or separated participants receiving benefits	2019-01-01	53
Number of other retired or separated participants entitled to future benefits	2019-01-01	701
Total of all active and inactive participants	2019-01-01	16,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	10
Total participants	2019-01-01	16,441
Number of participants with account balances	2019-01-01	10,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	128
2018: NORTHWELL HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,794
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,282
Number of retired or separated participants receiving benefits	2018-01-01	48
Number of other retired or separated participants entitled to future benefits	2018-01-01	421
Total of all active and inactive participants	2018-01-01	1,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	7
Total participants	2018-01-01	1,758
Number of participants with account balances	2018-01-01	1,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	84

Financial Data on NORTHWELL HEALTH 401(K) PLAN

Measure	Date	Value
2022 : NORTHWELL HEALTH 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$138,478,791
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$31,110,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$30,523,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$255,075,331
Value of total assets at end of year	2022-12-31	$723,233,868
Value of total assets at beginning of year	2022-12-31	$615,865,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$587,044
Total interest from all sources	2022-12-31	$307,154
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$389,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$389,711
Administrative expenses professional fees incurred	2022-12-31	$59,239
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$153,244,261
Participant contributions at end of year	2022-12-31	$9,960,346
Participant contributions at beginning of year	2022-12-31	$6,160,784
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$53,267,316
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,151,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$107,368,704
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$723,233,868
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$615,865,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,790
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$80,890,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$103,429,580
Interest on participant loans	2022-12-31	$307,154
Value of interest in common/collective trusts at end of year	2022-12-31	$579,116,102
Value of interest in common/collective trusts at beginning of year	2022-12-31	$461,008,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$45,266,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-23,066,065
Net investment gain or loss from common/collective trusts	2022-12-31	$-94,227,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$78,679,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$30,523,043
Contract administrator fees	2022-12-31	$512,015
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2022-12-31	346565596
2021 : NORTHWELL HEALTH 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$64,795,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$242,632,622
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$24,144,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$23,325,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$183,053,213
Value of total assets at end of year	2021-12-31	$615,865,164
Value of total assets at beginning of year	2021-12-31	$332,581,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$819,953
Total interest from all sources	2021-12-31	$174,528
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,094,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,094,367
Administrative expenses professional fees incurred	2021-12-31	$54,600
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$114,321,061
Participant contributions at end of year	2021-12-31	$6,160,784
Participant contributions at beginning of year	2021-12-31	$3,081,495
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$31,604,933
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$28,683,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$218,487,646
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$615,865,164
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$332,581,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$7,834
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$103,429,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$98,417,310
Interest on participant loans	2021-12-31	$170,303
Interest earned on other investments	2021-12-31	$4,225
Value of interest in common/collective trusts at end of year	2021-12-31	$461,008,602
Value of interest in common/collective trusts at beginning of year	2021-12-31	$173,857,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$45,266,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$28,541,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$13,492,240
Net investment gain or loss from common/collective trusts	2021-12-31	$44,818,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$37,127,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$23,325,023
Contract administrator fees	2021-12-31	$757,519
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2021-12-31	346565596
2020 : NORTHWELL HEALTH 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$28,683,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$147,402,977
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$12,549,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$11,944,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$105,853,433
Value of total assets at end of year	2020-12-31	$332,581,921
Value of total assets at beginning of year	2020-12-31	$169,045,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$605,533
Total interest from all sources	2020-12-31	$803,305
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$858,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$858,945
Administrative expenses professional fees incurred	2020-12-31	$74,600
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$60,574,742
Participant contributions at end of year	2020-12-31	$3,081,495
Participant contributions at beginning of year	2020-12-31	$1,943,589
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$32,563,924
Total non interest bearing cash at end of year	2020-12-31	$28,683,621
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$134,853,079
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$332,581,921
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$169,045,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$8,206
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$98,417,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$68,276,268
Interest on participant loans	2020-12-31	$111,712
Interest earned on other investments	2020-12-31	$691,593
Value of interest in common/collective trusts at end of year	2020-12-31	$173,857,723
Value of interest in common/collective trusts at beginning of year	2020-12-31	$76,393,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$28,541,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$22,432,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$15,019,536
Net investment gain or loss from common/collective trusts	2020-12-31	$24,867,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$12,714,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$11,944,365
Contract administrator fees	2020-12-31	$522,727
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2020-12-31	346565596
2019 : NORTHWELL HEALTH 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$83,757,056
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$9,200,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,812,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$60,427,901
Value of total assets at end of year	2019-12-31	$169,045,221
Value of total assets at beginning of year	2019-12-31	$94,488,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$387,939
Total interest from all sources	2019-12-31	$628,623
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$739,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$739,099
Administrative expenses professional fees incurred	2019-12-31	$53,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$29,130,399
Participant contributions at end of year	2019-12-31	$1,943,589
Participant contributions at beginning of year	2019-12-31	$1,291,896
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,823,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$74,557,026
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$169,045,221
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$94,488,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,605
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$68,276,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$74,534,095
Interest on participant loans	2019-12-31	$71,228
Interest earned on other investments	2019-12-31	$557,395
Value of interest in common/collective trusts at end of year	2019-12-31	$76,393,153
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$22,432,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$18,662,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$16,184,961
Net investment gain or loss from common/collective trusts	2019-12-31	$5,776,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$7,474,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,812,091
Contract administrator fees	2019-12-31	$330,334
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2019-12-31	346565596
2018 : NORTHWELL HEALTH 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$4,606,297
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,462,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,276,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,643,315
Value of total assets at end of year	2018-12-31	$94,488,195
Value of total assets at beginning of year	2018-12-31	$95,344,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$185,754
Total interest from all sources	2018-12-31	$530,829
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$52,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$8,380,111
Participant contributions at end of year	2018-12-31	$1,291,896
Participant contributions at beginning of year	2018-12-31	$1,375,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-856,429
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$94,488,195
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$95,344,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$4,459
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$74,534,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$75,517,297
Interest on participant loans	2018-12-31	$56,188
Interest earned on other investments	2018-12-31	$474,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$18,662,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$18,451,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,567,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$263,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,276,972
Contract administrator fees	2018-12-31	$129,295
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2018-12-31	346565596

Form 5500 Responses for NORTHWELL HEALTH 401(K) PLAN

2022: NORTHWELL HEALTH 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NORTHWELL HEALTH 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NORTHWELL HEALTH 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NORTHWELL HEALTH 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NORTHWELL HEALTH 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32978

Policy instance

Insurance contract or identification number	32978
Number of Individuals Covered	31409
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32978

Policy instance

Insurance contract or identification number	32978
Number of Individuals Covered	23491
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32978

Policy instance

Insurance contract or identification number	32978
Number of Individuals Covered	14722
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32978

Policy instance

Insurance contract or identification number	32978
Number of Individuals Covered	10539
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32978

Policy instance

Insurance contract or identification number	32978
Number of Individuals Covered	1758
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTHWELL HEALTH, INC.
Employer identification number (EIN):	113418133
NAIC Classification:	622000
NAIC Description:	Hospitals