Lehigh Valley Health Network, Inc. Retirement Plan — Form 5500 plan (Lehigh Valley Health Network, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lehigh Valley Health Network, Inc. Retirement Plan is a benefit plan reported by Lehigh Valley Health Network, Inc. under EIN 22-2458317 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,987 participants and $1,133,241,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lehigh Valley Health Network, Inc.
- EIN
- 22-2458317
- Plan number
- 001
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 10,987
- End-of-year plan assets
- $1,133,241,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,987 | H, C | 20250401103951NAL0004283571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,133,241,461
- Total liabilities (EOY)
- $634,280
- Net assets (EOY)
- $1,132,607,181
- Net assets (BOY)
- $1,164,627,935
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $36,730,203
Expenses & distributions
- Benefits paid
- $65,396,416
- Administrative expenses
- $3,354,541
- Total expenses
- $68,750,957
- Net increase / (decrease)
- -$32,020,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $903,168 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment Consulting,In | NONE | $818,474 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $344,975 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $187,229 | not reported in the loaded dataset | 2023 |
| Baker Tilly | NONE | $30,100 | not reported in the loaded dataset | 2023 |
| State Street Gbl Equity | NONE | $11,807 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lehigh Valley Health Network, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Mercer — Schedule C compensation
- Aon Hewitt Investment Consulting,In — Schedule C compensation
- Prudential — Schedule C compensation
- Northern Trust — Schedule C compensation
- Baker Tilly — Schedule C compensation
- State Street Gbl Equity — Schedule C compensation