Paul Ciraulo signed Saint Peters University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Peters University's EIN is 22-1508627.
Download the official 2023 Form 5500 (PDF) for Saint Peters University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Saint Peters University's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | NONE | $114K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | NONE | $37K | — |
| FIRST STATE TRUST CO | 13-3124172 | — | NONE | $26K | — |
| BPAS ACTUARIAL & PENSION SERVICES | 30-0192194 | — | NONE | $230 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Millennium International | Other securities | — | $1.5M | $2.9M | 8.6% | |
| Vanguard Value ETF | Mutual Funds | — | $761K | $1.3M | 4.0% | |
| Vanguard Growth ETF | Mutual Funds | — | $484K | $1.1M | 3.4% | |
| Vanguard US Total Stock Market Index ETF | Common Collective Trusts | — | $434K | $1.1M | 3.2% | |
| Vanguard FTSE All World Ex Us Index Fund | Common Collective Trusts | — | $739K | $1.1M | 3.2% | |
| United States Treasury Bonds 2.2500%-matures 02/15/52 | U.S. Treasuries | — | $1.0M | $846K | 2.5% | |
| GoldenTree Select Ltd. | Common Stocks | — | $500K | $830K | 2.5% | |
| iShares Mbs ETF | Other securities | — | $720K | $646K | 1.9% | |
| Edgewood Growth Institutional | Other securities | — | $407K | $638K | 1.9% | |
| ALTERNATIVE INVESTMENTS American Core Property Fund | Other securities | — | $366K | $563K | 1.7% | |
| iShares Tr Core MSCI EAFE ETF | Other securities | — | $487K | $549K | 1.7% | |
| iShares Inc Core MSCI Emerging Mkts ETF | Common Stocks | — | $384K | $377K | 1.1% | |
| Schwab Short-Term US Treasury ETF | U.S. Treasuries | — | $346K | $338K | 1.0% | |
| JPMorgan Chase & Co. 2.0830%-matures 04/22/26 | Bonds / Notes | — | $333K | $320K | 1.0% | |
| United States Treasury Notes 1.3750%-matures 11/15/31 | U.S. Treasuries | — | $287K | $281K | 0.8% | |
| Pimco Income Fund | Mutual Funds | — | $289K | $278K | 0.8% | |
| S SHARES BlackRock High Yield Bond Portfolio | Mutual Funds | — | $277K | $276K | 0.8% | |
| US Bancorp 2.4910%-matures 11/03/36 | Bonds / Notes | — | $313K | $276K | 0.8% | |
| The Toronto-Dominion Bank 4.6930%-matures 09/15/27 | Bonds / Notes | — | $272K | $271K | 0.8% | |
| FPA Multi Adv Offshore | Other securities | — | $183K | $265K | 0.8% | |
| Goldman Sachs Group Inc. 2.6500%-matures 10/21/32 | Bonds / Notes | — | $259K | $265K | 0.8% | |
| Wells Fargo & Co. 2.3930%-matures 06/02/28 | Bonds / Notes | — | $289K | $263K | 0.8% | |
| iShares 20+ Year Treasury Bond ETF | U.S. Treasuries | — | $311K | $259K | 0.8% | |
| Bank of America Corp. 3.4190%-matures 12/20/28 | Bonds / Notes | — | $295K | $259K | 0.8% | |
| FNMA Umbs Lng 30 Year 5.0000%-matures 09/01/52 | Agency / Mortgage-Backed | — | $250K | $247K | 0.7% | |
| Vanguard Small Cap Value ETF | Mutual Funds | — | $202K | $238K | 0.7% | |
| FHLMC Super 30y Fixed 5.0000%-matures 12/25/53 | Agency / Mortgage-Backed | — | $232K | $231K | 0.7% | |
| Truist Financial Corp. 7.1610%-matures 10/30/29 | Bonds / Notes | — | $213K | $212K | 0.6% | |
| Morgan Stanley Bank Deposit | Other securities | — | $211K | $211K | 0.6% | |
| Vanguard Short-Term Corporate Bond ETF | Mutual Funds | — | $212K | $206K | 0.6% | |
| Vanguard Intermediate-Term Corporate Bond ETF | Mutual Funds | — | $221K | $206K | 0.6% | |
| Extra Space Storage LP 3.8750%-matures 12/15/27 - | Bonds / Notes | — | — | $205K | 0.6% | |
| Wells Fargo & Company 4.3000%-matures 07/22/27 | Bonds / Notes | — | $204K | $195K | 0.6% | |
| Exxon Mobil Corporation 3.0430%-matures 03/01/26 | Bonds / Notes | — | $191K | $179K | 0.5% | |
| Vanguard Small Cap Growth ETF | Mutual Funds | — | $137K | $178K | 0.5% | |
| Vanguard Intermediate-Term Treasury ETF | Mutual Funds | — | $178K | $176K | 0.5% | |
| The Bank of New York Mellon 5.8020%-matures 10/25/28 | Bonds / Notes | — | $174K | $173K | 0.5% | |
| Capital One Financial Corp. 5.2470%-matures 07/26/30 | Bonds / Notes | — | $172K | $167K | 0.5% | |
| Air Lease Corp. 3.2500%-matures 10/01/29 | Bonds / Notes | — | $179K | $158K | 0.5% | |
| Caterpillar Financial Services Mtns 3.4000%-matures 05/13/25 | Bonds / Notes | — | $155K | $157K | 0.5% | |
| National Rural Utilities Coop F 3.0500%-matures 04/25/27 | Bonds / Notes | — | $157K | $156K | 0.5% | |
| PNC Financial Services Group Inc. 5.4920%-matures 05/14/30 | Bonds / Notes | — | $156K | $156K | 0.5% | |
| Sabine Pass Liquefaction LLC 5.8750%-matures 06/30/26 | Bonds / Notes | — | $154K | $156K | 0.5% | |
| JPMorgan Chase & Co. 1.9530%-matures 02/04/32 | Bonds / Notes | — | $142K | $155K | 0.5% | |
| U.S. GOVERNMENT SECURITIES United States Tresaury Bond Stripp 1.2500%-matures 05/15/50 | Bonds / Notes | — | $239K | $152K | 0.5% | |
| Legg Mason Global Asset Mgmt Tr | Other securities | — | $136K | $151K | 0.5% | |
| Apple Inc. 3.3500%-matures 02/09/27 | Bonds / Notes | — | $156K | $149K | 0.4% | |
| Toyota Motor Credit Corporation 4.5500%-matures 09/20/27 | Bonds / Notes | — | $148K | $148K | 0.4% | |
| Abbvie Inc. 3.6000%-matures 05/14/25 | Corporate Bonds | — | $148K | $148K | 0.4% | |
| Citigroup Inc. 5.8750%-matures 01/30/42 | Bonds / Notes | — | $192K | $144K | 0.4% |
