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Original filing (PDF)20250410095204NAL0035290304001
CORNELL UNIVERSITY
Form 5500
FILING_RECEIVED
WEILL CORNELL MEDICAL COLLEGE NON-EXEMPT AND FROZEN RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,705
Accounts w/ balance
—
Plan assets (EOY)
$205.0M
Net assets (EOY)
$204.3M
How this plan invests
This plan
20 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 398% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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 · 148532801
Phone
(660) 255-9662
Industry
Educational Servicessee all
Plan administrator
Name
WEILL CORNELL MEDICAL COLLEGE
EIN
13-3017214
City
NEW YORK, NY
Phone
(646) 962-9247
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BCA WATSON RICE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE & CO | 13-4994650 | — | INVESTMENT ADVISORS | $507K | — |
| CAPTRUST | 26-0058143 | RALEIGH, NC | INVESTMENT MANAGEMENT | $102K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK | 13-4994650 | — | TRUSTEE | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCA WATSON RICE | 26-1726741 | — | AUDITOR | $18K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTUARY | $339K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROPES & GRAY | — | BOSTON, MA | LEGAL | $28K | — |
Investments
20 pooled funds· $195.9M(96% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COMMING PENSION TRUST FUND (GLBL SE JP MORGAN CHASE BANK · EIN 82-2394528 / PN 001 | Common Collective Trust | $44.3M | 21.6% |
| COMMING PENSION TRUST FUND (CORE BO JP MORGAN CHASE BANK · EIN 20-3847783 / PN 001 | Common Collective Trust | $24.0M | 11.7% |
| COMMING PENSION TR FD (GROWTH ADVAN JP MORGAN CHASE BANK · EIN 26-3467461 / PN 001 | Common Collective Trust | $11.3M | 5.5% |
| COMMING PENSION TRUST FUND (EQUITY JP MORGAN CHASE BANK · EIN 20-2266703 / PN 001 | Common Collective Trust | $11.3M | 5.5% |
| COMMING PENSION TRUST FD (CORE PLUS JP MORGAN CHASE BANK · EIN 81-2849512 / PN 001 | Common Collective Trust | $10.9M | 5.3% |
| COMMING PENSION TRUST FUND (HIGH YI JP MORGAN CHASE BANK · EIN 20-4786224 / PN 001 | Common Collective Trust | $10.7M | 5.2% |
| COMMING PENSION TRUST FD (VALUE ADV JP MORGAN CHASE BANK · EIN 26-3467496 / PN 001 | Common Collective Trust | $10.7M | 5.2% |
| COMMING PENSION TRUST FD (INTERNATI JP MORGAN CHASE BANK · EIN 26-0001051 / PN 001 | Common Collective Trust | $9.7M | 4.7% |
| COMMING PENSION TRUST FD (U.S. ACT JP MORGAN CHASE BANK · EIN 13-4043928 / PN 001 | Common Collective Trust | $9.4M | 4.6% |
| COMMING PENSION TRUST FD (STRAT PRO JP MORGAN CHASE BANK · EIN 13-6038770 / PN 001 | Common Collective Trust | $9.4M | 4.6% |
| COMMING PENSION TR FD (GLB EMER MKT JP MORGAN CHASE BANK · EIN 46-2537381 / PN 001 | Common Collective Trust | $6.9M | 3.4% |
| COMMING PENSION TR FD (MID CAP EQ I JP MORGAN CHASE BANK · EIN 81-5011550 / PN 001 | Common Collective Trust | $6.6M | 3.2% |
| COMMING PENSION TRUST FD (CORP HIGH JP MORGAN CHASE BANK · EIN 13-3869666 / PN 001 | Common Collective Trust | $5.2M | 2.5% |
| COMMING PENSION TR FD (U.S. REAL ES JP MORGAN CHASE BANK · EIN 13-3966500 / PN 001 | Common Collective Trust | $5.1M | 2.5% |
| COMMING PEN TR FD (EMERG MKT RES EN JP MORGAN CHASE BANK · EIN 83-1362114 / PN 001 | Common Collective Trust | $4.9M | 2.4% |
| COMMING PENSION TR FD (U.S. SM CAP JP MORGAN CHASE BANK · EIN 20-8499834 / PN 001 | Common Collective Trust | $4.4M | 2.1% |
| COMMING PEN TR FD (EMERG MKTS FIXED JP MORGAN CHASE BANK · EIN 13-3744061 / PN 001 | Common Collective Trust | $3.9M | 1.9% |
| COMMING PENSION TR FD (INT RES ENHA JP MORGAN CHASE BANK · EIN 13-4043930 / PN 001 | Common Collective Trust | $3.8M | 1.8% |
| COMMING PENSION TR FD (MORT PRIV PL JP MORGAN CHASE BANK · EIN 13-6038769 / PN 001 | Common Collective Trust | $3.6M | 1.7% |
| COMMING PENSION TR FD (INTERNAT ADV JP MORGAN CHASE BANK · EIN 20-8243427 / PN 001 | Common Collective Trust | $6K | <0.1% |