Lebanon Valley College's EIN is 23-1352354.
Download the official 2024 Form 5500 (PDF) for Lebanon Valley College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lebanon Valley College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | PLAN ADMINISTRATOR | $52K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Annuity Contracts * TIAA Traditional Annuity Account - NBR (RA, RC) N/R | Mutual Funds | — | — | $23.3M | 19.4% | |
| Separate Accounts * CREF Stock R2 Account N/R | Pooled Separate Accounts | — | — | $16.4M | 13.7% | |
| CREF Global Equities R2 Account N/R | Mutual Funds | — | — | $8.8M | 7.3% | |
| Nuveen Lifecycle 2040 Index Retirement Fund N/R | Mutual Funds | — | — | $7.0M | 5.8% | |
| CREF Growth R2 Account N/R | Mutual Funds | — | — | $5.8M | 4.9% | |
| Nuveen S&P 500 Index Fund N/R | Common Collective Trusts | — | — | $5.7M | 4.8% | |
| Vanguard Total International Stock Index Fund N/R | Mutual Funds | — | — | $4.9M | 4.0% | |
| Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $4.5M | 3.8% | |
| Nuveen Lifecycle 2035 Index Retirement Fund N/R | Mutual Funds | — | — | $3.6M | 3.0% | |
| CREF Social Choice R2 Account N/R | Mutual Funds | — | — | $3.5M | 2.9% | |
| Vanguard Value Index Fund N/R | Common Collective Trusts | — | — | $3.2M | 2.7% | |
| CREF Equity Index R2 Account N/R | Common Collective Trusts | — | — | $3.2M | 2.6% | |
| Nuveen Lifecycle 2025 Index Retirement Fund N/R | Mutual Funds | — | — | $2.7M | 2.3% | |
| Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $2.7M | 2.2% | |
| CREF Global Equities R4 Account N/R | Mutual Funds | — | — | $2.6M | 2.1% | |
| Nuveen Lifecycle 2030 Index Retirement Fund N/R | Mutual Funds | — | — | $2.1M | 1.7% | |
| Vanguard Mid-Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $2.0M | 1.6% | |
| Vanguard REIT Index Fund N/R | Common Collective Trusts | — | — | $1.8M | 1.5% | |
| CREF Stock R4 Account N/R | Mutual Funds | — | — | $1.7M | 1.4% | |
| Nuveen Lifecycle 2050 Index Retirement Fund N/R | Mutual Funds | — | — | $1.6M | 1.4% | |
| CREF Inflation-Linked Bond R2 Account N/R | Mutual Funds | — | — | $1.6M | 1.4% | |
| Nuveen Lifecycle 2045 Index Retirement Fund N/R | Mutual Funds | — | — | $1.3M | 1.1% | |
| Vanguard Mid-Cap Value Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 1.0% | |
| TIAA Traditional Annuity Account - BR (GSRA, N/R | Mutual Funds | — | — | $1.1M | 0.9% | |
| CREF Money Market Account N/R | Mutual Funds | — | — | $1.1M | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $858K | 0.7% | |
| CREF Social Choice R4 Account N/R | Mutual Funds | — | — | $856K | 0.7% | |
| Nuveen Lifecycle 2055 Index Retirement Fund N/R | Mutual Funds | — | — | $768K | 0.6% | |
| SRA, RCP, SRA) * TIAA Stable Value Account - BR N/R | Stable Value | — | — | $724K | 0.6% | |
| CREF Growth R4 Account N/R | Mutual Funds | — | — | $658K | 0.5% | |
| CREF Bond Market Account N/R | Mutual Funds | — | — | $648K | 0.5% | |
| Nuveen Lifecycle 2060 Index Retirement Fund N/R | Mutual Funds | — | — | $550K | 0.5% | |
| CREF Inflation-Linked Bond R4 Account N/R | Mutual Funds | — | — | $533K | 0.4% | |
| Nuveen Lifecycle 2020 Index Retirement Fund N/R | Mutual Funds | — | — | $502K | 0.4% | |
| Nuveen Lifecycle 2015 Index Retirement Fund N/R | Mutual Funds | — | — | $311K | 0.3% | |
| CREF Equity Index R4 Account N/R | Common Collective Trusts | — | — | $214K | 0.2% | |
| Vanguard Federal Money Market N/R | Mutual Funds | — | — | $91K | <0.1% | |
| Nuveen Lifecycle 2065 Index Retirement Fund N/R | Mutual Funds | — | — | $71K | <0.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $27K | <0.1% | |
| Nuveen Lifecycle 2010 Index Retirement Fund N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
