Northwell Health, Inc., Westbury, NY. EIN 11-3418133. Annual reports 2009–2024. Also filed as Central Suffolk Hospital; The Long Island Home; Northwell Health Inc.; Central Suffolk Hospital (Peconic Bay Medical Center).
Northwell Health, Inc. has 4 active retirement plans on file. The largest is the Northwell Health 403(b) Plan, with 65,962 participants and $10.9 billion in assets in 2024. Transamerica has been its recordkeeper since 2014.
Active. The plan filed its annual report for the 2024 plan year.
Plan number
003Employer EIN 11-3418133
Participants (2024)
65,962
Net assets (2024)
$10.9 billion
Recordkeeper
TransamericaEarlier: Metropolitan Life Insurance (2009–2012)
Plan administrator
Northwell Health, Inc. 972 Brush Hollow Road, 5TH Floor Westbury, NY 11590 (516) 734-7000As filed for 2024
In effect since
January 1, 1976
Plans merged into this one:Staten Island University Hospital Retirement Savings Plan (2013); Lenox Hill Hospital Tax Deferred Savings Program (2014); The Savings Plan for Registered Nurses of Southside Hospital (2014); The Savings Plan for Employees of Southside Hospital (2014); Northern Westchester Hospital 403(b) Savings Plus Plan (2020); The Phelps Memorial Hospital Center Retirement Savings Tax Deferred Annuity Plan (2020).
Earlier sponsor: Long Island Jewish Medical Center (2009–2017).
Earlier plan names: North Shore-Long Island Jewish Health System 403(b) Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
65,962
$10.9 billion
Transamerica
2023
61,177
$9.9 billion
Transamerica
2022
65,374
$8.3 billion
Transamerica
2021
63,029
$9.8 billion
Transamerica
2020
60,959
$8.6 billion
Transamerica
2019
67,612
$7.0 billion
Transamerica
2018
67,949
$5.6 billion
Transamerica
2017
55,390
$5.6 billion
Transamerica
2016
51,645
$4.5 billion
Transamerica
2015
58,039
$4.0 billion
Transamerica
2014
60,571
$3.8 billion
Transamerica
2013
47,347
$3.3 billion
not listed
2012
44,624
$2.3 billion
Metropolitan Life Insurance
2011
38,557
$1.9 billion
Metropolitan Life Insurance
2010
33,822
$1.8 billion
Metropolitan Life Insurance
2009
31,787
$1.5 billion
Metropolitan Life Insurance
Northwell Health Pension Plan
Cash balance pensionActive
Active. The plan filed its annual report for the 2024 plan year.
Earlier sponsors: The John T. Mather Memorial Hospital of Port Jefferson, Inc. (2009–2021); The John T. Mather Memorial Hospita L of Port Jefferson, Inc. (2015).
Earlier plan names: The John T. Mather Memorial Hospital of Port Jefferson, Inc. Pension Plan; The John T. Mather Memorial Hospital of Port Jeffe Rson, Inc. Pension Plan; John T. Mather Memorial Hospital of Port Jefferson, Inc. Pension Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
42,096
$2.7 billion
not listed
2023
43,737
$2.7 billion
not listed
2022
44,319
$2.5 billion
Principal
2021
1,818
$205 million
Principal
2020
1,849
$179 million
Principal
2019
1,871
$167 million
Principal
2018
1,899
$142 million
Principal
2017
1,936
$157 million
not listed
2016
2,068
$142 million
not listed
2015
2,374
$140 million
not listed
2014
2,394
$145 million
not listed
2013
2,422
$139 million
not listed
2012
2,459
$122 million
not listed
2011
2,485
$101 million
not listed
2010
2,494
$92.3 million
not listed
2009
2,385
$75.7 million
not listed
The Long Island Home 401(k) Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
Northwell Health Inc. 972 Brush Hollow Road, 5TH Floor Westbury, NY 11590 (631) 608-5107As filed for 2024
In effect since
January 1, 1987
Earlier sponsor: The Long Island Home (2009–2020).
Earlier plan names: Long Island Home 401(k) Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
510
$58.1 million
Transamerica
2023
506
$52.9 million
Transamerica
2022
524
$47.7 million
Transamerica
2021
547
$57.3 million
Transamerica
2020
691
$56.3 million
Empower
2019
709
$52.2 million
Empower
2018
702
$46.5 million
Empower
2017
698
$51.6 million
Empower
2016
639
$46.1 million
Empower
2015
643
$43.1 million
Empower
2014
606
$45.4 million
Empower
2013
598
$42.3 million
Empower
2012
563
$36.1 million
Empower
2011
559
$32.4 million
Empower
2010
548
$32.7 million
Empower
2009
536
$29.4 million
Empower
Northwell Health 401(k) Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
001Employer EIN 11-3418133
Participants (2024)
0
Net assets (2024)
$1.9 billion
Recordkeeper
TransamericaEarlier: Metropolitan Life Insurance (2009–2012)
Plan administrator
Northwell Health, Inc. 972 Brush Hollow Road, 5TH Floor Westbury, NY 11590 (516) 734-7000As filed for 2024
In effect since
October 1, 1994
Plans merged into this one:Central Suffolk Hospital 401K Plan (2021); Northern Westchester Hospital 401(A) Retirement Savings Plan (2020).
Earlier sponsor: Regioncare, Inc. (2009–2017).
Earlier plan names: North Shore-Long Island Jewish Health System 401(k) Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
n/a
$1.9 billion
Transamerica
2023
n/a
$1.2 billion
Transamerica
2022
n/a
$723 million
Transamerica
2021
29,732
$616 million
Transamerica
2020
19,620
$333 million
Transamerica
2019
16,441
$169 million
Transamerica
2018
1,758
$94.5 million
Transamerica
2017
1,794
$95.3 million
Transamerica
2016
1,732
$83.2 million
Transamerica
2015
1,691
$78.1 million
Transamerica
2014
1,279
$79.2 million
Transamerica
2013
2,385
$23.4 million
not listed
2012
1,389
$20.6 million
Metropolitan Life Insurance
2011
1,309
$19.2 million
Metropolitan Life Insurance
2010
1,325
$19.6 million
Metropolitan Life Insurance
2009
1,253
$18.7 million
Metropolitan Life Insurance
Northwell Health Cash Balance Plan
Cash balance pensionMerged
Merged. In 2022 its assets moved to the Northwell Health Pension Plan, sponsored by Northwell Health, Inc. (EIN 11-3418133, plan 006). Accounts moved with them, so that plan is the one to contact.
Plan number
004Employer EIN 11-3418133
Participants (2021)
43,265
Net assets (2021)
$2.8 billion
Last listed administrator
Metropolitan Life InsuranceEarlier: Conduent (2010–2012), Excelleratehro (2009)
Plan administrator
Northwell Health, Inc. 972 Brush Hollow Road, 5TH Floor Westbury, NY 11590 (516) 734-7000As filed for 2022
Earlier sponsor: North Shore University Hospital (2009–2017).
Earlier plan names: North Shore-Long Island Jewish Health System Cash Balance Plan.
Year by year, 2009 to 2022
Plan year
Participants
Net assets
Recordkeeper
2022
0
$0
not listed
2021
43,265
$2.8 billion
not listed
2020
43,121
$2.6 billion
not listed
2019
46,220
$2.3 billion
not listed
2018
48,771
$2.0 billion
not listed
2017
44,494
$1.7 billion
not listed
2016
41,905
$1.5 billion
not listed
2015
39,261
$1.3 billion
not listed
2014
38,777
$1.3 billion
not listed
2013
36,906
$1.4 billion
Metropolitan Life Insurance
2012
35,802
$1.2 billion
Conduent
2011
27,916
$859 million
Conduent
2010
24,924
$532 million
Conduent
2009
24,091
$445 million
Excelleratehro
Central Suffolk Hospital Employees Pension Plan
Cash balance pension, frozenMerged
Merged. In 2021 its assets moved to the Northwell Health Cash Balance Plan, sponsored by Northwell Health, Inc. (EIN 11-3418133, plan 004). Accounts moved with them, so that plan is the one to contact.
Central Suffolk Hospital 1300 Roanoke Avenue Riverhead, NY 11901 (631) 548-6000As filed for 2021
In effect since
January 1, 1967
Year by year, 2009 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
not listed
2020
298
$14.2 million
not listed
2019
367
$16.5 million
not listed
2018
387
$15.7 million
not listed
2017
413
$14.3 million
not listed
2016
506
$15.1 million
not listed
2015
529
$15.6 million
not listed
2014
556
$17.2 million
not listed
2013
584
$18.2 million
not listed
2012
617
$17.9 million
Voya
2011
623
$15.2 million
Integrated Pension Design
2010
629
$15.8 million
Integrated Pension Design
2009
635
$14.5 million
not listed
Retirement Plan for Employees of the Long Island Home
Pension (defined benefit), frozenMerged
Merged. In 2021 its assets moved to the Northwell Health Cash Balance Plan, sponsored by Northwell Health, Inc. (EIN 11-3418133, plan 004). Accounts moved with them, so that plan is the one to contact.
Northwell Health, Inc. 972 Brush Hollow Road, 5TH Floor Westbury, NY 11590 (631) 264-4000As filed for 2021
In effect since
November 1, 1975
Earlier sponsor: The Long Island Home (2009–2020).
Year by year, 2009 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
Transamerica
2020
682
$73.8 million
Transamerica
2019
967
$79.7 million
Transamerica
2018
975
$69.2 million
Transamerica
2017
987
$70.8 million
Transamerica
2016
1,012
$64.7 million
Transamerica
2015
1,027
$62.2 million
Transamerica
2014
1,033
$65.2 million
Transamerica
2013
1,040
$61.5 million
Transamerica
2012
1,050
$55.1 million
Transamerica
2011
1,054
$49.3 million
not listed
2010
1,061
$47.4 million
not listed
2009
1,079
$43.6 million
not listed
Central Suffolk Hospital 401K Plan
401(k)Merged
Merged. In 2021 its assets moved to the Northwell Health 401K Plan, sponsored by Northwell Health, Inc. (EIN 11-3226728, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
002Employer EIN 11-1661359
Participants (2020)
374
Net assets (2020)
$41.5 million
Recordkeeper
TransamericaEarlier: Voya (2012), ING Mutual Funds (2011), Voya (2010)
Plan administrator
Northwell Health Inc. 1 Heros Way Riverhead, NY 11901 (631) 548-6340As filed for 2021
In effect since
March 1, 2004
Earlier sponsor: Central Suffolk Hospital (2009–2020).
Year by year, 2009 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
Transamerica
2020
374
$41.5 million
not listed
2019
545
$32.8 million
not listed
2018
479
$27.6 million
not listed
2017
437
$26.5 million
not listed
2016
410
$21.5 million
not listed
2015
372
$18.5 million
not listed
2014
355
$17.3 million
not listed
2013
358
$15.3 million
not listed
2012
367
$11.9 million
Voya
2011
329
$9.6 million
ING Mutual Funds
2010
292
$8.7 million
Voya
2009
254
$6.7 million
not listed
If you had money in one of these plans
Call Transamerica (transamerica.com), which runs the Northwell Health 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((516) 734-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.