Lynn Cordaro signed President & Fellows of Harvard College Harvard Human Resources, Benefi's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
President & Fellows of Harvard College Harvard Human Resources, Benefi's EIN is 04-2103580.
Download the official 2024 Form 5500 (PDF) for President & Fellows of Harvard College Harvard Human Resources, Benefi from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)President & Fellows of Harvard College Harvard Human Resources, Benefi's plan includes a cash-balance formula, money-purchase contributions, a defined-benefit pension formula, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | — | BOSTON, MA | ACTUARIAL CONSULTING | $611K | — |
| TIAA | 13-1624203 | — | INVESTMENT MANAGER | $516K | — |
| WELLINGTON MANAGEMENT COMPANY, LLP | — | BOSTON, MA | INVESTMENT MANAGEMENT | $358K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS, LLC. | 13-4008324 | — | CERTIFIED PUBLIC ACCOUNT | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROPES & GRAY | 04-2233412 | — | LEGAL CONSULTING | $64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEAPORT LONG DURATION COLLECTIVE IN GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | $454.1M | $399.3M | 25.6% | |
| WELLINGTON CIF II LONG BOND PORTFOL WELLINGTON · EIN 30-0835489 / PN 003 | Common Collective Trust | — | $304.1M | $206.5M | 13.3% | |
| Teachers Insurance and Annuity Association TIAA Traditional Non-Benefit Responsive - RA | Mutual Funds | — | — | $170.3M | 10.9% | |
| CREF Stock R3 | Mutual Funds | — | — | $157.9M | 10.1% | |
| CREF Vanguard Target Retire 2030 | Mutual Funds | — | — | $69.5M | 4.5% | |
| VANGUARD TOTAL STOCK MARKET INDEX T VANGUARD · EIN 23-1945930 / PN 000 | Common Collective Trust | — | $49.4M | $65.0M | 4.2% | |
| CREF Vanguard Target Retire 2025 | Mutual Funds | — | — | $64.9M | 4.2% | |
| CREF Vanguard Total St Mk Ix In Pl | Mutual Funds | — | — | $53.8M | 3.5% | |
| BLACK CREEK MASTER COLLECTIVE INVES BLACK CREEK · EIN 06-1271230 / PN 003 | Common Collective Trust | — | $35.5M | $43.3M | 2.8% | |
| TIAA Traditional Non-Benefit Responsive - GRA | Mutual Funds | — | — | $39.3M | 2.5% | |
| CREF Vanguard Target Retire 2035 | Mutual Funds | — | — | $34.1M | 2.2% | |
| CREF Vanguard Target Retire 2020 | Mutual Funds | — | — | $33.7M | 2.2% | |
| CREF Vanguard Target Retire Income | Mutual Funds | — | — | $29.9M | 1.9% | |
| VANGUARD DEV MKTS IDX TRUST HU W267 VANGUARD · EIN 23-1945930 / PN 000 | Common Collective Trust | — | $25.9M | $27.8M | 1.8% | |
| CREF Vanguard Ttl Bd Mkt Idx InstPl | Common Collective Trusts | — | — | $18.6M | 1.2% | |
| CREF Growth R3 | Mutual Funds | — | — | $18.6M | 1.2% | |
| Participant Directed Brokerage Accounts * TIAA TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $17.0M | 1.1% | |
| CREF Vanguard Total Int St Ix IsPls | Mutual Funds | — | — | $16.9M | 1.1% | |
| CREF Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $12.8M | 0.8% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $8.5M | 0.5% | |
| CREF Equity Index R3 | Common Collective Trusts | — | — | $7.8M | 0.5% | |
| CREF Vanguard FTSE Social Idx Instl | Common Collective Trusts | — | — | $7.7M | 0.5% | |
| CREF Global Equities R3 | Mutual Funds | — | — | $6.5M | 0.4% | |
| CREF Money Market R3 | Mutual Funds | — | — | $5.7M | 0.4% | |
| REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.3M | 0.3% | |
| Short Term Investments State Street State Street Institutional Treasury Plus Money Market Fund (Premier Cl) | Cash / Money Market | — | $5.2M | $5.2M | 0.3% | |
| CREF Vanguard Target Retire 2040 | Mutual Funds | — | — | $4.1M | 0.3% | |
| CREF Inflation-Linked Bond R3 | Mutual Funds | — | — | $3.8M | 0.2% | |
| CREF Schwab Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $2.6M | 0.2% | |
| Registered Investment Companies * Teachers Insurance and Annuity Association(TIAA) - College Retirement Equity Fund (CREF) CREF Core Bond R3 | Mutual Funds | — | — | $2.4M | 0.2% | |
| CREF Vanguard Target Retire 2050 | Mutual Funds | — | — | $1.9M | 0.1% | |
| Charlesbank Equity Charlesbank Equity Fund VI, Limited Partnership | Other securities | — | $3.0M | $696K | <0.1% | |
| CREF Vanguard Target Retire 2045 | Mutual Funds | — | — | $608K | <0.1% | |
| CREF Vanguard Target Retire 2060 | Mutual Funds | — | — | $575K | <0.1% | |
| Limited Partnerships Berkshire Fund VII, L.P. | Other securities | — | $1.3M | $209K | <0.1% | |
| Matrix Partners VII Matrix Partners VII, L.P. | Other securities | — | $1.4M | $79K | <0.1% | |
| CREF Vanguard Target Retire 2055 | Mutual Funds | — | — | $24K | <0.1% | |
| CREF Vanguard Target Retire 2065 | Mutual Funds | — | — | $8K | <0.1% | |
| Coronation Global Emerging Markets Equity Class Z Sp | Other securities | — | — | $3K | <0.1% |
