Medaille University's EIN is 16-0805158.
Download the official 2022 Form 5500 (PDF) for Medaille University from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Medaille University's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMPAN | 13-5570651 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $6K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $7.4M | 23.3% | |
| CREF Stock | Mutual Funds | — | — | $2.9M | 9.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 5.2% | |
| Equitable Guaranteed Interest Account | Other securities | — | — | $1.6M | 5.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.0M | 3.2% | |
| CREF Global Equities | Mutual Funds | — | — | $997K | 3.2% | |
| CREF Growth | Mutual Funds | — | — | $939K | 3.0% | |
| CREF Social Choice | Mutual Funds | — | — | $905K | 2.9% | |
| CREF Equity Index | Common Collective Trusts | — | — | $902K | 2.9% | |
| TIAA-CREF Lifecycle Index 2020-Rtmt | Mutual Funds | — | — | $854K | 2.7% | |
| TIAA-CREF Lifecycle Index 2035-Rtmt | Mutual Funds | — | — | $651K | 2.1% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $591K | 1.9% | |
| TIAA Access-VAN Wellington T3 | Mutual Funds | — | — | $494K | 1.6% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $473K | 1.5% | |
| TIAA Access-VAN SmCapVal 1x T3 | Mutual Funds | — | — | $471K | 1.5% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $451K | 1.4% | |
| TIAA-CREF Lifecycle Index 2045-Rtmt | Mutual Funds | — | — | $440K | 1.4% | |
| TIAA-CREF Lifecycle Index 2030-Rtmt | Mutual Funds | — | — | $382K | 1.2% | |
| CREF Core Bond | Mutual Funds | — | — | $350K | 1.1% | |
| TIAA-CREF Lifecycle Index 2040-Rtmt | Mutual Funds | — | — | $329K | 1.0% | |
| Harbor Capital Appreciation Fund Institutional | Other securities | — | — | $322K | 1.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $308K | 1.0% | |
| American Funds EuroPacific Growth Fund R4 | Mutual Funds | — | — | $308K | 1.0% | |
| TIAA Access S&P 500 Index T3 | Common Collective Trusts | — | — | $303K | 1.0% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $298K | 0.9% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $292K | 0.9% | |
| MFS Mid-Cap Value Class R4 | Mutual Funds | — | — | $288K | 0.9% | |
| TIAA Access Intl Equity Idx T3 | Common Collective Trusts | — | — | $286K | 0.9% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $270K | 0.9% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $259K | 0.8% | |
| CREF Money Market | Mutual Funds | — | — | $255K | 0.8% | |
| TIAA-CREF Lifecycle Index 2025-Rtmt | Mutual Funds | — | — | $230K | 0.7% | |
| TIAA-CREF Money Market-Rtmt | Mutual Funds | — | — | $223K | 0.7% | |
| TIAA Traditional Non-Benefit Responsive 2 | Mutual Funds | — | — | $218K | 0.7% | |
| EQ/ Large Cap Growth Managed Volatility | Other securities | — | — | $201K | 0.6% | |
| TIAA Access Social Ch Eq T3 | Mutual Funds | — | — | $179K | 0.6% | |
| TIAA-CREF Lifecycle Index 2055-Rtmt | Mutual Funds | — | — | $176K | 0.6% | |
| TIAA Access Lifecycle 2040 T3 | Mutual Funds | — | — | $148K | 0.5% | |
| TIAA Access Lifecycle 2020 T3 | Mutual Funds | — | — | $140K | 0.4% | |
| TIAA Access-VAN Explorer T3 | Mutual Funds | — | — | $135K | 0.4% | |
| JPMorgan Mid Cap Growth CI R5 | Other securities | — | — | $123K | 0.4% | |
| TIAA Access Core Bond Plus T3 | Mutual Funds | — | — | $120K | 0.4% | |
| TIAA-CREF Lifecycle Index 2050-Rtmt | Mutual Funds | — | — | $117K | 0.4% | |
| TIAA Access Growth & Income T3 | Mutual Funds | — | — | $115K | 0.4% | |
| TIAA Access Real Est Secs T3 | Mutual Funds | — | — | $112K | 0.4% | |
| TIAA Access-DFA Emg Mkt Prt T3 | Mutual Funds | — | — | $104K | 0.3% | |
| 1290 VT Socially Responsible | Other securities | — | — | $104K | 0.3% | |
| EQ/Com Stock Index | Common Stocks | — | — | $100K | 0.3% | |
| EQ/Capital Group Research | Common Stocks | — | — | $99K | 0.3% | |
| TIAA Access Mid-Cap Val T3 | Mutual Funds | — | — | $94K | 0.3% |
