401k Plan data: NORTHWELL HEALTH CASH BALANCE PLAN plan

NORTHWELL HEALTH CASH BALANCE PLAN 401k Plan overview

Plan Name	NORTHWELL HEALTH CASH BALANCE PLAN
Plan identification number	004

NORTHWELL HEALTH CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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 CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01

Plan Statistics for NORTHWELL HEALTH CASH BALANCE PLAN

401k plan membership statisitcs for NORTHWELL HEALTH CASH BALANCE PLAN

Measure Date Value
2022: NORTHWELL HEALTH CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,795,995,573
Acturial value of plan assets 2022-12-31 2,659,881,355
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 786,869,496
Number of terminated vested participants 2022-12-31 9,375
Fundng target for terminated vested participants 2022-12-31 240,382,279
Active participant vested funding target 2022-12-31 947,206,479
Number of active participants 2022-12-31 29,677
Total funding liabilities for active participants 2022-12-31 971,411,778
Total participant count 2022-12-31 43,335
Total funding target for all participants 2022-12-31 1,998,663,553
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 305,062,413
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 305,062,413
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 339,385,593
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 80,206,202
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 43,265
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 337
2021: NORTHWELL HEALTH CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,541,340,692
Acturial value of plan assets 2021-12-31 2,391,197,926
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 720,139,241
Number of terminated vested participants 2021-12-31 7,611
Fundng target for terminated vested participants 2021-12-31 199,754,998
Active participant vested funding target 2021-12-31 862,353,028
Number of active participants 2021-12-31 31,946
Total funding liabilities for active participants 2021-12-31 889,741,321
Total participant count 2021-12-31 43,234
Total funding target for all participants 2021-12-31 1,809,635,560
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 168,037,961
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 168,037,961
Present value of excess contributions 2021-12-31 94,939,649
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 100,085,378
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 100,085,378
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 288,691,185
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 76,575,346
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 43,121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29,607
Number of retired or separated participants receiving benefits 2021-01-01 4,085
Number of other retired or separated participants entitled to future benefits 2021-01-01 9,285
Total of all active and inactive participants 2021-01-01 42,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 288
Total participants 2021-01-01 43,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 636
2020: NORTHWELL HEALTH CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,281,012,676
Acturial value of plan assets 2020-12-31 2,220,420,061
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 762,629,634
Number of terminated vested participants 2020-12-31 6,380
Fundng target for terminated vested participants 2020-12-31 166,902,669
Active participant vested funding target 2020-12-31 835,113,446
Number of active participants 2020-12-31 33,134
Total funding liabilities for active participants 2020-12-31 865,099,581
Total participant count 2020-12-31 46,311
Total funding target for all participants 2020-12-31 1,794,631,884
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 159,126,857
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 168,037,961
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 168,037,961
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 168,037,961
Total employer contributions 2020-12-31 102,000,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 94,939,649
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 79,029,037
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 94,939,649
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 46,220
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31,833
Number of retired or separated participants receiving benefits 2020-01-01 3,528
Number of other retired or separated participants entitled to future benefits 2020-01-01 7,529
Total of all active and inactive participants 2020-01-01 42,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 231
Total participants 2020-01-01 43,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 457
2019: NORTHWELL HEALTH CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,032,405,595
Acturial value of plan assets 2019-12-31 2,081,910,654
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 713,742,809
Number of terminated vested participants 2019-12-31 8,823
Fundng target for terminated vested participants 2019-12-31 247,378,378
Active participant vested funding target 2019-12-31 828,060,425
Number of active participants 2019-12-31 34,377
Total funding liabilities for active participants 2019-12-31 858,922,711
Total participant count 2019-12-31 49,683
Total funding target for all participants 2019-12-31 1,820,043,898
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 20,000,000
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 20,000,000
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 408,989,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 431,102,200
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 170,000,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 159,126,857
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 85,040,870
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 159,126,857
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 48,771
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 33,043
Number of retired or separated participants receiving benefits 2019-01-01 6,418
Number of other retired or separated participants entitled to future benefits 2019-01-01 6,319
Total of all active and inactive participants 2019-01-01 45,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 440
Total participants 2019-01-01 46,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 916
2018: NORTHWELL HEALTH CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,654,604,341
Acturial value of plan assets 2018-12-31 1,573,939,474
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 666,860,390
Number of terminated vested participants 2018-12-31 8,494
Fundng target for terminated vested participants 2018-12-31 225,710,005
Active participant vested funding target 2018-12-31 683,541,261
Number of active participants 2018-12-31 32,546
Total funding liabilities for active participants 2018-12-31 712,594,307
Total participant count 2018-12-31 47,334
Total funding target for all participants 2018-12-31 1,605,164,702
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 25,691,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 27,222,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 20,000,000
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 20,000,000
Total employer contributions 2018-12-31 529,200,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 487,242,908
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 84,977,699
Net shortfall amortization installment of oustanding balance 2018-12-31 51,225,228
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 98,253,402
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 20,000,000
Additional cash requirement 2018-12-31 78,253,402
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 487,242,908
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 44,494
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 33,465
Number of retired or separated participants receiving benefits 2018-01-01 6,124
Number of other retired or separated participants entitled to future benefits 2018-01-01 8,789
Total of all active and inactive participants 2018-01-01 48,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 393
Total participants 2018-01-01 48,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 915

Measure	Date	Value
2022: NORTHWELL HEALTH CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,795,995,573
Acturial value of plan assets	2022-12-31	2,659,881,355
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	786,869,496
Number of terminated vested participants	2022-12-31	9,375
Fundng target for terminated vested participants	2022-12-31	240,382,279
Active participant vested funding target	2022-12-31	947,206,479
Number of active participants	2022-12-31	29,677
Total funding liabilities for active participants	2022-12-31	971,411,778
Total participant count	2022-12-31	43,335
Total funding target for all participants	2022-12-31	1,998,663,553
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	305,062,413
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	305,062,413
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	339,385,593
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	80,206,202
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	43,265
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	337
2021: NORTHWELL HEALTH CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,541,340,692
Acturial value of plan assets	2021-12-31	2,391,197,926
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	720,139,241
Number of terminated vested participants	2021-12-31	7,611
Fundng target for terminated vested participants	2021-12-31	199,754,998
Active participant vested funding target	2021-12-31	862,353,028
Number of active participants	2021-12-31	31,946
Total funding liabilities for active participants	2021-12-31	889,741,321
Total participant count	2021-12-31	43,234
Total funding target for all participants	2021-12-31	1,809,635,560
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	168,037,961
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	168,037,961
Present value of excess contributions	2021-12-31	94,939,649
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	100,085,378
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	100,085,378
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	288,691,185
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	76,575,346
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	43,121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29,607
Number of retired or separated participants receiving benefits	2021-01-01	4,085
Number of other retired or separated participants entitled to future benefits	2021-01-01	9,285
Total of all active and inactive participants	2021-01-01	42,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	288
Total participants	2021-01-01	43,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	636
2020: NORTHWELL HEALTH CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,281,012,676
Acturial value of plan assets	2020-12-31	2,220,420,061
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	762,629,634
Number of terminated vested participants	2020-12-31	6,380
Fundng target for terminated vested participants	2020-12-31	166,902,669
Active participant vested funding target	2020-12-31	835,113,446
Number of active participants	2020-12-31	33,134
Total funding liabilities for active participants	2020-12-31	865,099,581
Total participant count	2020-12-31	46,311
Total funding target for all participants	2020-12-31	1,794,631,884
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	159,126,857
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	168,037,961
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	168,037,961
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	168,037,961
Total employer contributions	2020-12-31	102,000,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	94,939,649
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	79,029,037
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	94,939,649
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	46,220
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31,833
Number of retired or separated participants receiving benefits	2020-01-01	3,528
Number of other retired or separated participants entitled to future benefits	2020-01-01	7,529
Total of all active and inactive participants	2020-01-01	42,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	231
Total participants	2020-01-01	43,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	457
2019: NORTHWELL HEALTH CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,032,405,595
Acturial value of plan assets	2019-12-31	2,081,910,654
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	713,742,809
Number of terminated vested participants	2019-12-31	8,823
Fundng target for terminated vested participants	2019-12-31	247,378,378
Active participant vested funding target	2019-12-31	828,060,425
Number of active participants	2019-12-31	34,377
Total funding liabilities for active participants	2019-12-31	858,922,711
Total participant count	2019-12-31	49,683
Total funding target for all participants	2019-12-31	1,820,043,898
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	20,000,000
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	20,000,000
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	408,989,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	431,102,200
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	170,000,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	159,126,857
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	85,040,870
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	159,126,857
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	48,771
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	33,043
Number of retired or separated participants receiving benefits	2019-01-01	6,418
Number of other retired or separated participants entitled to future benefits	2019-01-01	6,319
Total of all active and inactive participants	2019-01-01	45,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	440
Total participants	2019-01-01	46,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	916
2018: NORTHWELL HEALTH CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,654,604,341
Acturial value of plan assets	2018-12-31	1,573,939,474
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	666,860,390
Number of terminated vested participants	2018-12-31	8,494
Fundng target for terminated vested participants	2018-12-31	225,710,005
Active participant vested funding target	2018-12-31	683,541,261
Number of active participants	2018-12-31	32,546
Total funding liabilities for active participants	2018-12-31	712,594,307
Total participant count	2018-12-31	47,334
Total funding target for all participants	2018-12-31	1,605,164,702
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	25,691,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	27,222,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	20,000,000
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	20,000,000
Total employer contributions	2018-12-31	529,200,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	487,242,908
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	84,977,699
Net shortfall amortization installment of oustanding balance	2018-12-31	51,225,228
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	98,253,402
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	20,000,000
Additional cash requirement	2018-12-31	78,253,402
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	487,242,908
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	44,494
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	33,465
Number of retired or separated participants receiving benefits	2018-01-01	6,124
Number of other retired or separated participants entitled to future benefits	2018-01-01	8,789
Total of all active and inactive participants	2018-01-01	48,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	393
Total participants	2018-01-01	48,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	915

Financial Data on NORTHWELL HEALTH CASH BALANCE PLAN

Measure	Date	Value
2022 : NORTHWELL HEALTH CASH BALANCE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-140,531,633
Total unrealized appreciation/depreciation of assets	2022-12-31	$-140,531,633
Total transfer of assets from this plan	2022-12-31	$2,343,952,681
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	$29,400,602
Total income from all sources (including contributions)	2022-12-31	$-354,224,783
Total loss/gain on sale of assets	2022-12-31	$-44,830,729
Total of all expenses incurred	2022-12-31	$136,945,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$123,985,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$2,864,523,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,959,826
Total interest from all sources	2022-12-31	$7,424,276
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$13,241,458
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	$8,262,019
Administrative expenses professional fees incurred	2022-12-31	$1,058,153
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
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$538,311,932
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$21,208,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$29,400,602
Other income not declared elsewhere	2022-12-31	$6,728,913
Administrative expenses (other) incurred	2022-12-31	$3,788,543
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$32,422,645
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	$-491,170,307
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,835,122,988
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	$7,480,796
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,404,679,448
Income. Interest from US Government securities	2022-12-31	$1,156,504
Income. Interest from corporate debt instruments	2022-12-31	$6,065,139
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$100,520,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$202,633
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$125,579,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-111,634,767
Net investment gain or loss from common/collective trusts	2022-12-31	$-84,622,301
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
Income. Dividends from common stock	2022-12-31	$4,979,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$123,985,698
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$81,342,852
Contract administrator fees	2022-12-31	$632,334
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$560,458,045
Did the plan have assets held for investment	2022-12-31	No
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	Yes
Aggregate proceeds on sale of assets	2022-12-31	$585,064,624
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$629,895,353
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 CASH BALANCE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$186,309,916
Total unrealized appreciation/depreciation of assets	2021-12-31	$186,309,916
Total transfer of assets to this plan	2021-12-31	$91,273,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$29,400,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$41,470,874
Total income from all sources (including contributions)	2021-12-31	$299,568,431
Total loss/gain on sale of assets	2021-12-31	$34,125,567
Total of all expenses incurred	2021-12-31	$124,596,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$109,164,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$2,864,523,590
Value of total assets at beginning of year	2021-12-31	$2,610,348,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,432,202
Total interest from all sources	2021-12-31	$4,165,223
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$13,344,804
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	$8,405,099
Administrative expenses professional fees incurred	2021-12-31	$2,139,072
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
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$538,311,932
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$486,352,904
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$21,208,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$38,298,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$29,400,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$41,470,874
Other income not declared elsewhere	2021-12-31	$9,786,853
Administrative expenses (other) incurred	2021-12-31	$3,683,628
Total non interest bearing cash at end of year	2021-12-31	$32,422,645
Total non interest bearing cash at beginning of year	2021-12-31	$7,336,547
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	$174,972,058
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,835,122,988
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,568,877,251
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	$8,968,401
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,404,679,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,191,724,104
Income. Interest from US Government securities	2021-12-31	$976,541
Income. Interest from corporate debt instruments	2021-12-31	$3,184,840
Value of interest in common/collective trusts at end of year	2021-12-31	$100,520,973
Value of interest in common/collective trusts at beginning of year	2021-12-31	$143,865,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$3,842
Asset value of US Government securities at end of year	2021-12-31	$125,579,045
Asset value of US Government securities at beginning of year	2021-12-31	$99,691,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$40,199,233
Net investment gain or loss from common/collective trusts	2021-12-31	$11,636,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$102,000,000
Income. Dividends from common stock	2021-12-31	$4,939,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$109,164,171
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$81,342,852
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$71,038,802
Contract administrator fees	2021-12-31	$641,101
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$560,458,045
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$470,040,691
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
Aggregate proceeds on sale of assets	2021-12-31	$597,692,035
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$563,566,468
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 CASH BALANCE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$126,498,039
Total unrealized appreciation/depreciation of assets	2020-12-31	$126,498,039
Total transfer of assets to this plan	2020-12-31	$123,262,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$41,470,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,930,354
Total income from all sources (including contributions)	2020-12-31	$397,561,579
Total loss/gain on sale of assets	2020-12-31	$14,609,142
Total of all expenses incurred	2020-12-31	$236,526,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$224,887,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$102,000,000
Value of total assets at end of year	2020-12-31	$2,610,348,125
Value of total assets at beginning of year	2020-12-31	$2,289,509,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,639,298
Total interest from all sources	2020-12-31	$4,571,288
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$10,896,030
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	$6,061,633
Administrative expenses professional fees incurred	2020-12-31	$898,195
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
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$486,352,904
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$357,101,407
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$38,298,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$9,563,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$41,470,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$4,930,354
Other income not declared elsewhere	2020-12-31	$8,876,721
Administrative expenses (other) incurred	2020-12-31	$3,801,045
Total non interest bearing cash at end of year	2020-12-31	$7,336,547
Total non interest bearing cash at beginning of year	2020-12-31	$8,215,581
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	$161,035,153
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,568,877,251
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,284,579,299
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	$6,173,237
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,191,724,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,036,142,088
Income. Interest from US Government securities	2020-12-31	$1,187,470
Income. Interest from corporate debt instruments	2020-12-31	$3,336,289
Value of interest in common/collective trusts at end of year	2020-12-31	$143,865,079
Value of interest in common/collective trusts at beginning of year	2020-12-31	$129,781,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$47,529
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$126,522,118
Asset value of US Government securities at end of year	2020-12-31	$99,691,149
Asset value of US Government securities at beginning of year	2020-12-31	$88,828,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$57,583,763
Net investment gain or loss from common/collective trusts	2020-12-31	$72,526,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$102,000,000
Employer contributions (assets) at end of year	2020-12-31	$102,000,000
Employer contributions (assets) at beginning of year	2020-12-31	$96,000,000
Income. Dividends from preferred stock	2020-12-31	$330,127
Income. Dividends from common stock	2020-12-31	$4,504,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$98,365,010
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$71,038,802
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$128,862,837
Contract administrator fees	2020-12-31	$766,821
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$470,040,691
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$435,014,042
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
Aggregate proceeds on sale of assets	2020-12-31	$481,634,241
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$467,025,099
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 CASH BALANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$134,895,047
Total unrealized appreciation/depreciation of assets	2019-12-31	$134,895,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,930,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$30,229,967
Total income from all sources (including contributions)	2019-12-31	$436,720,671
Total loss/gain on sale of assets	2019-12-31	$20,189,269
Total of all expenses incurred	2019-12-31	$201,505,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$190,762,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$170,000,000
Value of total assets at end of year	2019-12-31	$2,289,509,653
Value of total assets at beginning of year	2019-12-31	$2,079,593,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,743,112
Total interest from all sources	2019-12-31	$5,550,441
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$13,480,940
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	$8,878,727
Administrative expenses professional fees incurred	2019-12-31	$1,592,471
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
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$357,101,407
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$259,052,261
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$9,563,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$4,602,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$4,930,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$30,229,967
Other income not declared elsewhere	2019-12-31	$6,053,704
Administrative expenses (other) incurred	2019-12-31	$3,841,071
Total non interest bearing cash at end of year	2019-12-31	$8,215,581
Total non interest bearing cash at beginning of year	2019-12-31	$3,743,386
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	$235,215,388
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,284,579,299
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,049,363,911
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	$4,570,066
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,036,142,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$886,651,966
Interest earned on other investments	2019-12-31	$567,659
Income. Interest from US Government securities	2019-12-31	$1,155,345
Income. Interest from corporate debt instruments	2019-12-31	$3,670,889
Value of interest in common/collective trusts at end of year	2019-12-31	$129,781,602
Value of interest in common/collective trusts at beginning of year	2019-12-31	$68,319,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$156,548
Asset value of US Government securities at end of year	2019-12-31	$88,828,299
Asset value of US Government securities at beginning of year	2019-12-31	$28,276,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$38,919,705
Net investment gain or loss from common/collective trusts	2019-12-31	$47,631,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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	$170,000,000
Employer contributions (assets) at end of year	2019-12-31	$96,000,000
Employer contributions (assets) at beginning of year	2019-12-31	$489,000,000
Income. Dividends from preferred stock	2019-12-31	$235,265
Income. Dividends from common stock	2019-12-31	$4,366,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$190,762,171
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$128,862,837
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$77,555,138
Contract administrator fees	2019-12-31	$739,504
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$435,014,042
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$262,392,196
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
Aggregate proceeds on sale of assets	2019-12-31	$415,522,192
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$395,332,923
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 CASH BALANCE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$1,470,941
Total unrealized appreciation/depreciation of assets	2018-12-31	$1,470,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$30,229,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,314,306
Total income from all sources (including contributions)	2018-12-31	$466,043,673
Total loss/gain on sale of assets	2018-12-31	$-10,672,562
Total of all expenses incurred	2018-12-31	$112,413,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$90,913,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$489,000,000
Value of total assets at end of year	2018-12-31	$2,079,593,878
Value of total assets at beginning of year	2018-12-31	$1,703,048,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,499,830
Total interest from all sources	2018-12-31	$3,913,146
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$9,605,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,515,477
Administrative expenses professional fees incurred	2018-12-31	$1,277,082
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
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$259,052,261
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$255,030,636
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$4,602,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$6,937,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$30,229,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$7,314,306
Other income not declared elsewhere	2018-12-31	$7,517,451
Administrative expenses (other) incurred	2018-12-31	$15,485,333
Total non interest bearing cash at end of year	2018-12-31	$3,743,386
Total non interest bearing cash at beginning of year	2018-12-31	$4,805,264
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	$353,629,972
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,049,363,911
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,695,733,939
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	$4,158,718
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$886,651,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$827,619,381
Interest earned on other investments	2018-12-31	$126,229
Income. Interest from US Government securities	2018-12-31	$1,006,993
Income. Interest from corporate debt instruments	2018-12-31	$2,686,263
Value of interest in common/collective trusts at end of year	2018-12-31	$68,319,310
Value of interest in common/collective trusts at beginning of year	2018-12-31	$114,615,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$93,661
Asset value of US Government securities at end of year	2018-12-31	$28,276,894
Asset value of US Government securities at beginning of year	2018-12-31	$31,254,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-30,137,791
Net investment gain or loss from common/collective trusts	2018-12-31	$-4,653,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$489,000,000
Employer contributions (assets) at end of year	2018-12-31	$489,000,000
Employer contributions (assets) at beginning of year	2018-12-31	$92,000,000
Income. Dividends from preferred stock	2018-12-31	$88,777
Income. Dividends from common stock	2018-12-31	$4,001,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$90,913,871
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$77,555,138
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$67,026,293
Contract administrator fees	2018-12-31	$578,697
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$262,392,196
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$303,759,266
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
Aggregate proceeds on sale of assets	2018-12-31	$227,975,854
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$238,648,416
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 CASH BALANCE PLAN

2022: NORTHWELL HEALTH CASH BALANCE 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	Yes
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 CASH BALANCE 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 CASH BALANCE 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 CASH BALANCE 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 CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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

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