AUMdb

Northwell Health Pension Plan

Sponsored by Northwell Health, Inc. · EIN 113418133 · Plan #006

Total assets
$2.8B
Net assets
$2.7B
Active participants
26,078
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Blacksun Global Management Partners Lp CRD 333455 fuzzy_auto · 94% 2024
Eagle Capital Management, Llc CRD 110177 deterministic · 100% 2024
Edgewood Management Llc CRD 106647 deterministic · 100% 2024
Morgan Stanley Investment Management Inc. CRD 110353 fuzzy_auto · 97% 2024
Mfs Institutional Advisors Inc. CRD 107144 deterministic · 100% 2024
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024
Mackay Shields Llc CRD 107717 deterministic · 100% 2024
Riverbridge Partners Llc CRD 108074 deterministic · 100% 2024
Diamond Hill Capital Management, Llc CRD 110638 fuzzy_auto · 96% 2024
Raith Capital Partners, Llc CRD 166815 deterministic · 100% 2024
Meketa Investment Group Inc CRD 110601 deterministic · 100% 2024
Rcp Advisors, Llc CRD 119813 deterministic · 100% 2024
Aksia Llc CRD 143422 deterministic · 100% 2024
Rialto Capital Management, Llc CRD 159998 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Blackstone Investment management $1,805,502
Towers Watson Actuarial $1,005,244
Northern Trust Company Trustee (institutional) $751,400
Eagle Capital Management, Llc Investment management $696,414
Edgewood Management Llc Investment advisory (plan) $596,442
Buck Global Llc Actuarial $509,248
Morgan Stanley Investment Mgmt. Inc Investment management $509,039
Morgan Lewis & Bockius Legal $390,233
Mfs Institutional Advisors Investment management $371,090
Nisa Investment Advisors Investment management $313,457
Mercer Investment Management Investment management $310,605
Loomis Sayles Trust Company Llc Investment management $285,774
Burgundy Asset Management Investment management fees (direct) $223,150
Mackay Shields Investment management $222,533
Conduent Hr Services Llc Actuarial $219,306
Riverbridge Partners Investment management $209,678
Wellington Trust Company Investment management fees (direct) $199,996
Jennison Associates Llc Investment management fees (direct) $194,494
Diamond Hill Capital Mgmt, Inc. Investment management $186,784
Dodge & Cox Investment management fees (direct) $177,006
Pine Brook Capital Partners Investment management $147,950
Raith Capital Partners, Llc Investment management $93,804
Hig Capital Partners Investment management $91,418
Goldman Sachs Assei Mgmt. Llc Consulting (general) $82,764
Apollo Nrp Ii Investment management $74,321
Ernst & Young Us Llp Accounting $68,950
Cohen & Steers Investment management $48,302
Meketa Investment Group Investment management $39,891
Usi Consulting Group, Inc. Actuarial $37,285
Rcp Advisors Investment management $24,982
Aksia Llc Investment management $12,180
Rialto Capital; Management Investment management $7,225