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Original filing (PDF)20251015155208NAL0010478242001
CORNELL UNIVERSITY
Form 5500
FILING_RECEIVED
WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,517
Accounts w/ balance
10,589
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
1 pooled trust
Schedule D
81 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNELL UNIVERSITY.
Plan sponsor
Name
CORNELL UNIVERSITY
EIN
15-0532082
Address
130 DAY HALL · ITHACA, NY · 14850
Phone
(646) 962-3661
Industry
Educational Servicessee all
Plan administrator
Name
PLAN ADMINISTRATION COMMITTEE OF WEILL CORNELL MEDICAL COLLEGE
EIN
13-3017214
City
NEW YORK, NY
Phone
(646) 962-3661
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BCA WATSON RICE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCA WATSON RICE LLP | 26-1726741 | — | NONE | $112K | — |
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $70K | — |
| ROPES & GRAY, LLP | 04-2233412 | — | NONE | $35K | — |
| TIAA | 13-1624203 | — | NONE | $17K | — |
Investments
79 direct securities · 1 pooled fund· $2.2B(99% 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.
Uncategorized
$2.2B
79 holdings
Pooled Separate Account
$51.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Guaranteed Investment Contract | — | — | — | $384.8M | 17.3% | |
| CREF Stock Account Variable Annuity Contract | — | — | — | $299.7M | 13.4% | |
| Vanguard Institutional Index Fund Registered Investment Company | — | — | — | $153.4M | 6.9% | |
| CREF Growth Account Variable Annuity Contract | — | — | — | $91.0M | 4.1% | |
| CREF Global Equities Account Variable Annuity Contract | — | — | — | $64.6M | 2.9% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered Investment Company | — | — | — | $59.7M | 2.7% | |
| CREF Equity Index Account Variable Annuity Contract | — | — | — | $56.2M | 2.5% | |
| Vanguard Growth Index Fund Investor Shares Registered Investment Company | — | — | — | $53.1M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $51.4M | 2.3% | |
| Vanguard Total Stock Market Index Fund Institutional Shares Registered Investment Company | — | — | — | $41.9M | 1.9% | |
| Vanguard Windsor II Admin Shares Registered Investment Company | — | — | — | $40.1M | 1.8% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $39.5M | 1.8% | |
| Vanguard Small-Cap Index Fund Institutional Shares Plus Registered Investment Company | — | — | — | $37.6M | 1.7% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $33.8M | 1.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $33.3M | 1.5% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $32.6M | 1.5% | |
| Vanguard Federal Money Market Fund Registered Investment Company | — | — | — | $30.0M | 1.3% | |
| TIAA-CREF Lifecycle 2045 Fund Institutional Registered Investment Company | — | — | — | $29.3M | 1.3% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $28.0M | 1.3% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $27.7M | 1.2% | |
| TIAA-CREF Lifecycle 2040 Fund Institutional Registered Investment Company | — | — | — | $27.2M | 1.2% | |
| Vanguard Windsor Fund Investor Shares Registered Investment Company | — | — | — | $26.7M | 1.2% | |
| Vanguard Equity Income Fund Investor Shares Registered Investment Company | — | — | — | $25.5M | 1.1% | |
| CREF Social Choice Account Variable Annuity Contract | — | — | — | $24.2M | 1.1% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Registered Investment Company | — | — | — | $23.2M | 1.0% | |
| TIAA-CREF Lifecycle 2035 Fund Institutional Registered Investment Company | — | — | — | $22.4M | 1.0% | |
| Vanguard International Growth Fund Investor Shares Registered Investment Company | — | — | — | $20.5M | 0.9% | |
| Vanguard Explorer Fund Investor Shares Registered Investment Company | — | — | — | $19.8M | 0.9% | |
| Vanguard Capital Opportunity Fund Investor Shares Registered Investment Company | — | — | — | $19.7M | 0.9% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $19.5M | 0.9% | |
| CREF Bond Market Account Variable Annuity Contract | — | — | — | $18.6M | 0.8% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $17.5M | 0.8% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $16.7M | 0.8% | |
| MFS International Value Fund Class R5 Shares Registered Investment Company | — | — | — | $16.6M | 0.7% | |
| CREF Inflation-Linked Bond Account Variable Annuity Contract | — | — | — | $16.5M | 0.7% | |
| TIAA-CREF Lifecycle 2025 Fund Institutional Registered Investment Company | — | — | — | $15.4M | 0.7% | |
| TIAA-CREF Lifecycle 2030 Fund Institutional Registered Investment Company | — | — | — | $14.6M | 0.7% | |
| Vanguard Growth and Income Fund Investor Shares Registered Investment Company | — | — | — | $14.2M | 0.6% | |
| Vanguard Extended Market Index Fund Investor Shares Registered Investment Company | — | — | — | $13.5M | 0.6% | |
| Vanguard International Value Fund Registered Investment Company | — | — | — | $12.2M | 0.5% | |
| Vanguard High-Yield Corporate Fund Investor Shares Registered Investment Company | — | — | — | $12.1M | 0.5% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Registered Investment Company | — | — | — | $11.5M | 0.5% | |
| Cohen & Steers Institutional Realty Shares Registered Investment Company | — | — | — | $11.5M | 0.5% | |
| Vanguard Wellesley Income Fund Investor Shares Registered Investment Company | — | — | — | $11.3M | 0.5% | |
| T Rowe Price Inst Large Cap Growth Registered Investment Company | — | — | — | $11.3M | 0.5% | |
| TIAA-CREF Lifecycle 2050 Fund Institutional Registered Investment Company | — | — | — | $10.4M | 0.5% | |
| TIAA-CREF Self Directed Account Brokerage Account | — | — | — | $10.2M | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 Registered Investment Company | — | — | — | $10.1M | 0.5% | |
| MFS Value Fund Class R5 Registered Investment Company | — | — | — | $9.8M | 0.4% | |
| Vanguard Short-Term Investment-Grade Fund Investor Shares Registered Investment Company | — | — | — | $9.7M | 0.4% | |
| TIAA-CREF Lifecycle 2020 Fund Institutional Registered Investment Company | — | — | — | $9.6M | 0.4% | |
| American Funds EuroPacific Growth Fund Class R6 Registered Investment Company | — | — | — | $9.1M | 0.4% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $8.5M | 0.4% | |
| CREF Money Market Account Variable Annuity Contract | — | — | — | $8.3M | 0.4% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $7.6M | 0.3% | |
| Vanguard Intermediate-Term Investment Grade Admiral Shares Registered Investment Company | — | — | — | $6.8M | 0.3% | |
| Eagle Mid Cap Growth Fund Class R6 Registered Investment Company | — | — | — | $6.6M | 0.3% | |
| Vanguard Balanced Index Fund Investor Shares Registered Investment Company | — | — | — | $6.5M | 0.3% | |
| Vanguard Small-Cap Value Index Fund Institutional Shares Registered Investment Company | — | — | — | $5.6M | 0.3% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $5.6M | 0.2% | |
| Prudential Total Return Bond Fund Class Q Registered Investment Company | — | — | — | $4.8M | 0.2% | |
| Vagaurd Inflation Protection Securities Institutional Fund Instutional Shares Registered Investment Company | — | — | — | $4.2M | 0.2% | |
| Vanguard Long-Term Investment Grade Admiral Shares Registered Investment Company | — | — | — | $3.8M | 0.2% | |
| Vanguard STAR Fund Registered Investment Company | — | — | — | $3.7M | 0.2% | |
| TIAA Traditional Benefit Responsive 2 Guaranteed Investment Contract | — | — | — | $3.7M | 0.2% | |
| Vanguard European Stock Index Fund Investor Shares Registered Investment Company | — | — | — | $3.4M | 0.2% | |
| Vanguard Short-Term Treasury Fund Investor Shares Registered Investment Company | — | — | — | $3.1M | 0.1% | |
| Vanguard Long-Term Treasury Fund Investor Shares Registered Investment Company | — | — | — | $2.6M | 0.1% | |
| Vanguard Intermediate-Term Investment Treasury Admiral Shares Registered Investment Company | — | — | — | $2.6M | 0.1% | |
| Vanguard Short-Term Federal Fund Investor Shares Registered Investment Company | — | — | — | $2.4M | 0.1% | |
| TIAA-CREF Lifecycle 2055 Fund Institutional Registered Investment Company | — | — | — | $2.3M | 0.1% | |
| Vanguard Pacific Stock Index Fund Investor Shares Registered Investment Company | — | — | — | $2.3M | 0.1% | |
| TIAA-CREF Lifecycle 2015 Fund Institutional Registered Investment Company | — | — | — | $2.0M | <0.1% | |
| Federated Short-Term Income Fund Institutional Shares Registered Investment Company | — | — | — | $1.9M | <0.1% | |
| Vanguard GNMA Fund Investor Shares Registered Investment Company | — | — | — | $1.5M | <0.1% | |
| TIAA-CREF Lifecycle 2010 Fund Institutional Registered Investment Company | — | — | — | $1.3M | <0.1% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $1.2M | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund Institutional Shares Registered Investment Company | — | — | — | $296K | <0.1% | |
| TIAA-CREF Lifecycle 2060 Fund Institutional Registered Investment Company | — | — | — | $291K | <0.1% | |
| TIAA-CREF Lifecycle Retirement Income Fund Institutional Registered Investment Company | — | — | — | $241K | <0.1% |