How big is Quinnipiac University's plan?

Quinnipiac University's plan reported $240.3M in assets and 985 participants for 2024.

Original filing (PDF)20251014091634NAL0001160227001

Quinnipiac University

Name: Quinnipiac University — Quinnipiac University Tax, Form 5500 (2024)
Creator: Quinnipiac University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Quinnipiac University Tax Deferred Annuity Plan

403(b) retirement plan · Quinnipiac University's Quinnipiac University Tax Deferred Annuity Plan held $240.3M in plan assets for 985 participants in 2024, with TIAA as recordkeeper.

Active participants

985

Accounts w/ balance

1,570

Plan assets (EOY)

$240.3M

Net assets (EOY)

$240.3M

Plan identifiers

Quinnipiac University's EIN is 06-0646701.

EIN 06-0646701

Plan number 002

Plan year 2024

ACK ID 20251014091634NAL0001160227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quinnipiac University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quinnipiac University's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for QUINNIPIAC UNIVERSITY.

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How this plan invests

This plan

1 pooled trust

Schedule D

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

QUINNIPIAC UNIVERSITY

EIN

all filings

Address

275 MOUNT CARMEL AVENUE · HAMDEN, CT · 065181905

Phone

(203) 582-8900

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$51K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	NONE	$22K	—
QUINNIPIAC UNIVERSITY	06-0646701

Investments

56 direct securities · 1 pooled fund· $240.2M(100% of reported assets)

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.

Mutual Funds

$170.2M

44 holdings

Common Collective Trusts

$42.5M

6 holdings

Other securities

$13.9M

5 holdings

Pooled Separate Account

$8.3M

1 holding

Common Stocks

$5.3M

1 holding

					% of plan
TIAA-CREF TIAA Traditional Benefit Responsive	Mutual Funds	—	—	$32.7M	13.6%
TIAA-CREF CREF Stock R2	Mutual Funds	—	—	$23.0M	9.6%
TIAA-CREF TIAA Traditional Non Benefit Responsive	Mutual Funds	—	—	$21.0M	8.8%
Vanguard Inst Idx Inst	Common Collective Trusts	—	—	$16.1M	6.7%
TIAA-CREF TIAA Traditional Benefit Responsive 2	Mutual Funds	—	—	$11.6M	4.8%
TIAA-CREF Nuveen Intl Eq Idx Inst	Common Collective Trusts	—	—	$10.2M	4.2%
TIAA-CREF CREF Growth R2	Mutual Funds	—	—	$9.2M	3.8%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$8.3M	3.5%
Vanguard Extended Mkt Idx Inst	Common Collective Trusts	—	—	$6.6M	2.8%
JPMorgan Large Cap Growth R6	Other securities	—	—	$5.9M	2.5%
Vanguard Target Retire 2025	Mutual Funds	—	—	$5.3M	2.2%
JPMorgan Equity Inc Fd Cla R6	Common Stocks	—	—	$5.3M	2.2%
Vanguard Target Retire 2035	Mutual Funds	—	—	$4.9M	2.0%
American Century American Cent MdCpVa Fd Cla R6	Other securities	—	—	$4.3M	1.8%
Vanguard Target Retire 2040	Mutual Funds	—	—	$4.3M	1.8%
TIAA-CREF CREF Equity Index R2	Common Collective Trusts	—	—	$4.3M	1.8%
MFS Intl Diversification Cl R6	Mutual Funds	—	—	$4.1M	1.7%
Vanguard Target Retire 2030	Mutual Funds	—	—	$4.0M	1.7%
Vanguard Target Retire 2045	Mutual Funds	—	—	$3.6M	1.5%
TIAA-CREF CREF Social Choice R2	Mutual Funds	—	—	$3.6M	1.5%
TIAA-CREF Nuveen Lifecycle 2035 R6	Mutual Funds	—	—	$3.5M	1.5%
TIAA-CREF Nuveen Lifecycle 2030 R6	Mutual Funds	—	—	$3.3M	1.4%
Vanguard Ttl Bd Mkt Idx Adm	Common Collective Trusts	—	—	$3.1M	1.3%
TIAA-CREF CREF Global Equities R2	Mutual Funds	—	—	$3.1M	1.3%
TIAA-CREF Nuveen Quant Small Cp Eq R6	Mutual Funds	—	—	$3.0M	1.2%
TIAA-CREF Nuveen Lifecycle 2040 R6	Mutual Funds	—	—	$2.8M	1.2%
TIAA-CREF Nuveen Lifecycle 2020 R6	Mutual Funds	—	—	$2.7M	1.1%
TIAA-CREF CREF Stock R4	Mutual Funds	—	—	$2.6M	1.1%
Vanguard Target Retire 2050	Mutual Funds	—	—	$2.3M	1.0%
Vanguard Real Estate Idx Adm	Common Collective Trusts	—	—	$2.3M	1.0%
BlackRock Hgh Yld Bd Portf K	Other securities	—	—	$2.2M	0.9%
TIAA-CREF Nuveen Lifecycle 2025 R6	Mutual Funds	—	—	$2.2M	0.9%
TIAA-CREF CREF Social Choice R4	Mutual Funds	—	—	$2.0M	0.8%
Vanguard Target Retire 2020	Mutual Funds	—	—	$1.8M	0.8%
Vanguard Target Retire Income	Mutual Funds	—	—	$1.8M	0.7%
TIAA-CREF CREF Inflation-Linked Bond R2	Mutual Funds	—	—	$1.7M	0.7%
PIMCO Total Return Instl	Mutual Funds	—	—	$1.4M	0.6%
Vanguard Federal Money Mkt Inv	Mutual Funds	—	—	$1.4M	0.6%
TIAA-CREF CREF Inflation-Linked Bond R4	Mutual Funds	—	—	$1.2M	0.5%
TIAA-CREF CREF Money Market R2	Mutual Funds	—	—	$1.1M	0.5%
MFS Mid Cap Growth Fund R6	Mutual Funds	—	—	$1.0M	0.4%
Principal Small Cap Val II R6	Other securities	—	—	$871K	0.4%
Vanguard Target Retire 2055	Mutual Funds	—	—	$718K	0.3%
TIAA-CREF CREF Core Bond R2	Mutual Funds	—	—	$665K	0.3%
TIAA-CREF Nuveen Lifecycle 2045 R6	Mutual Funds	—	—	$595K	0.2%
Notes receivable from participants, interest rates -	Other securities	—	—	$545K	0.2%
TIAA-CREF Nuveen Lifecycle 2015 R6	Mutual Funds	—	—	$461K	0.2%
TIAA-CREF Nuveen Lifecycle 2050 R6	Mutual Funds	—	—	$411K	0.2%
TIAA-CREF Nuveen Lifecycle 2010 R6	Mutual Funds	—	—	$345K	0.1%
Vanguard Target Retire 2060	Mutual Funds	—	—	$282K	0.1%