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Original filing (PDF)20251015115507NAL0004463233001
JEFFERSON UNIVERSITY PHYSICIANS
Form 5500
FILING_RECEIVED
JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,407
Accounts w/ balance
5,343
Plan assets (EOY)
$520.9M
Net assets (EOY)
$520.9M
How this plan invests
This plan
1 pooled trust
Schedule D
122 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 (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERSON UNIVERSITY PHYSICIANS.
Plan sponsor
Name
JEFFERSON UNIVERSITY PHYSICIANS
EIN
23-2809585
Address
1101 MARKET STREET, SUITE 2300 · PHILADELPHIA, PA · 19107
Phone
(215) 503-1866
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | NONE | $131K | — |
| WILLIS TOWERS WATSON US LLC | — | — | NONE | $15K | — |
Investments
119 direct securities · 1 pooled fund· $520.9M(100% 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
$497.7M
118 holdings
Mutual Funds
$12.1M
1 holding
Pooled Separate Account
$11.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Inst Plus | — | — | — | $52.6M | 10.1% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $40.7M | 7.8% | |
| CREF Stock | — | — | — | $31.7M | 6.1% | |
| Vanguard Windsor II Admiral | — | — | — | $29.4M | 5.6% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $29.4M | 5.6% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $27.1M | 5.2% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $26.5M | 5.1% | |
| Vanguard Extend Market Index Inst Pl | — | — | — | $26.3M | 5.1% | |
| Benefit- Responsive * TIAA Traditional-Non Insurance Company General Contract | — | — | — | $20.2M | 3.9% | |
| Vanguard Total International Stock Index Inst | — | — | — | $19.3M | 3.7% | |
| TIAA Traditional-Non Insurance Company General Contract | — | — | — | $19.0M | 3.6% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $18.2M | 3.5% | |
| CREF Growth | — | — | — | $15.8M | 3.0% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $14.9M | 2.9% | |
| American Funds American Funds AM FDS Cap Wrld GRW AND | Mutual Funds | — | — | $12.1M | 2.3% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $11.9M | 2.3% | |
| Vanguard Federal Money Market Inv | — | — | — | $11.7M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.1M | 2.1% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $10.9M | 2.1% | |
| Vanguard PRIMECAP Adm | — | — | — | $9.8M | 1.9% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $9.4M | 1.8% | |
| CREF Global Equities | — | — | — | $7.8M | 1.5% | |
| CREF Money Market R3 | — | — | — | $7.6M | 1.5% | |
| CREF Equity Index | — | — | — | $7.4M | 1.4% | |
| Vanguard Emerging Markets Stock Index Inst | — | — | — | $6.9M | 1.3% | |
| CREF Social Choice R3 | — | — | — | $6.1M | 1.2% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $5.7M | 1.1% | |
| Vanguard Real Estate Index Inst | — | — | — | $5.5M | 1.1% | |
| Vanguard Inflation Protected Securities Inst | — | — | — | $4.4M | 0.9% | |
| Fidelity Fid Contrafund | — | — | — | $2.5M | 0.5% | |
| CREF Bond Market | — | — | — | $2.3M | 0.4% | |
| INC R6 American Funds American EuroPac Growth R6 | — | — | — | $2.1M | 0.4% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $2.0M | 0.4% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $1.9M | 0.4% | |
| value * Notes receivable from Interest rates from 4.25% to 9.50% maturing | — | — | — | $1.4M | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $1.3M | 0.3% | |
| Fidelity Fid Sel Technology | — | — | — | $809K | 0.2% | |
| Fidelity Fid Blue Chip Gr | — | — | — | $681K | 0.1% | |
| Vanguard FTSE Social Index Adm | — | — | — | $676K | 0.1% | |
| Fidelity Fid Growth Company | — | — | — | $549K | 0.1% | |
| Fidelity Fid Otc Portfolio | — | — | — | $501K | <0.1% | |
| CREF Inflation-Linked Bond | — | — | — | $341K | <0.1% | |
| Fidelity Fid Govt Mmrk Prm | — | — | — | $321K | <0.1% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $305K | <0.1% | |
| Fidelity Fid Low Priced Stk | — | — | — | $251K | <0.1% | |
| Fidelity Fid Balanced | — | — | — | $233K | <0.1% | |
| Nuveen Lifecycle Index Ret Inc R6 | — | — | — | $186K | <0.1% | |
| Fidelity Fid Magellan | — | — | — | $168K | <0.1% | |
| Fidelity Fid Fidelity Fund | — | — | — | $135K | <0.1% | |
| Fidelity Fid Growth & Inc | — | — | — | $131K | <0.1% | |
| Fidelity Fid Focused Stock | — | — | — | $122K | <0.1% | |
| Fidelity Fid 500 Index | — | — | — | $122K | <0.1% | |
| Fidelity FID SEL GOLD | — | — | — | $119K | <0.1% | |
| Fidelity Fid Sel Software | — | — | — | $119K | <0.1% | |
| Fidelity Fid Capital Apprec | — | — | — | $95K | <0.1% | |
| Fidelity Fid Small Cap Growth | — | — | — | $89K | <0.1% | |
| Fidelity Fid Diversifd Intl | — | — | — | $85K | <0.1% | |
| Fidelity FID EQ DIV INCOME ** 906 * Fidelity FID STOCK SELECTOR | — | — | — | $82K | <0.1% | |
| Fidelity FID FREEDOM 2040 K ** 450 * Fidelity FID FREEDOM 2050 K | — | — | — | $80K | <0.1% | |
| Fidelity Fid Sel Semiconduct | — | — | — | $80K | <0.1% | |
| Fidelity Fid Worldwide | — | — | — | $77K | <0.1% | |
| Fidelity Fid Levergd Co Stk | — | — | — | $70K | <0.1% | |
| Fidelity Fid Europe | — | — | — | $68K | <0.1% | |
| Fidelity Fid Dividend Gr | — | — | — | $67K | <0.1% | |
| Fidelity Fid Stksel Lgcap Val | — | — | — | $67K | <0.1% | |
| Fidelity FID SEL ENT TECH SVC | — | — | — | $61K | <0.1% | |
| Fidelity Fid Overseas | — | — | — | $61K | <0.1% | |
| Fidelity Fid Total Mkt Idx | — | — | — | $60K | <0.1% | |
| Fidelity Fid Mid Cap Stock | — | — | — | $55K | <0.1% | |
| Fidelity Fid Sm Cap Discovery | — | — | — | $53K | <0.1% | |
| Fidelity Fid Large Cap Stock | — | — | — | $51K | <0.1% | |
| Fidelity Fid Mid Cap Value | — | — | — | $51K | <0.1% | |
| Fidelity Fid Govt Mmkt | — | — | — | $47K | <0.1% | |
| Fidelity Fid Mega Cap Stock | — | — | — | $45K | <0.1% | |
| Fidelity Fid Stk Sel Mid Cap | — | — | — | $38K | <0.1% | |
| Fidelity Fid Blue Chip Value | — | — | — | $38K | <0.1% | |
| Fidelity Fid Sel Defense | — | — | — | $33K | <0.1% | |
| Fidelity FID VALUE STRAT | — | — | — | $32K | <0.1% | |
| Fidelity Fid Pacific Basin | — | — | — | $30K | <0.1% | |
| Fidelity FID SMALL CAP VALUE | — | — | — | $29K | <0.1% | |
| Fidelity FID FREEDOM 2010 K | — | — | — | $28K | <0.1% | |
| Fidelity Fid Small Cap Stock | — | — | — | $25K | <0.1% | |
| Fidelity Fid China Region | — | — | — | $24K | <0.1% | |
| Fidelity Fid Intermed Bond | — | — | — | $22K | <0.1% | |
| Fidelity Fid Intl Index | — | — | — | $22K | <0.1% | |
| Fidelity Fid Real Estate Invs | — | — | — | $22K | <0.1% | |
| Fidelity Fid Strategic Income | — | — | — | $21K | <0.1% | |
| Fidelity Fid Intl Discovery | — | — | — | $21K | <0.1% | |
| Fidelity Fid Float Rt Hi Inc | — | — | — | $16K | <0.1% | |
| Fidelity Fid Total Bond | — | — | — | $16K | <0.1% | |
| Fidelity Fid Sel Biotech | — | — | — | $13K | <0.1% | |
| Fidelity Fid Asset Mgr 70% | — | — | — | $12K | <0.1% | |
| Fidelity Fid Nordic | — | — | — | $10K | <0.1% | |
| Fidelity Fid Sel Banking | — | — | — | $10K | <0.1% | |
| Fidelity Fid Puritan | — | — | — | $10K | <0.1% | |
| Fidelity Fid Short Term Bond | — | — | — | $9K | <0.1% | |
| Fidelity Fid Sel Energy | — | — | — | $8K | <0.1% | |
| Fidelity Fid Glb Comdty Stk ** 449 * Fidelity Fid Growth Disc | — | — | — | $8K | <0.1% | |
| Fidelity Fid Japan Small Co | — | — | — | $7K | <0.1% | |
| Fidelity Fid Capital & Income | — | — | — | $6K | <0.1% | |
| Fidelity Fid Growth Strat | — | — | — | $6K | <0.1% | |
| Fidelity Fid Value | — | — | — | $5K | <0.1% | |
| Fidelity Fid Env Alt Energy | — | — | — | $5K | <0.1% | |
| Fidelity Fid Sel Telecomm | — | — | — | $4K | <0.1% | |
| Fidelity FID EMERGING MKTS ** 894 * Fidelity FID INTL VALUE | — | — | — | $4K | <0.1% | |
| Fidelity FID FREEDOM 2025 K | — | — | — | $4K | <0.1% | |
| Fidelity Fid Sel Tec Hardware | — | — | — | $3K | <0.1% | |
| Fidelity Fid Emerging Asia | — | — | — | $3K | <0.1% | |
| Fidelity Fid Infl Pr Bd Idx | — | — | — | $3K | <0.1% | |
| Fidelity Fid Stk Sel Sm Cap | — | — | — | $2K | <0.1% | |
| Fidelity FID EMERG MKTS DISC | — | — | — | $2K | <0.1% | |
| Fidelity Fid Asset Mgr 60% ** 420 * Fidelity Fid Intl Cap Apprec | — | — | — | $2K | <0.1% | |
| Fidelity Fid Gnma | — | — | — | $2K | <0.1% | |
| Fidelity Fid Emrg Mkts Idx | — | — | — | $2K | <0.1% | |
| Fidelity Fid New Markets Inc | — | — | — | $2K | <0.1% | |
| Fidelity Govt Income | — | — | — | $2K | <0.1% | |
| Fidelity FID CORPORATE BOND | — | — | — | $2K | <0.1% | |
| Fidelity Fid Equity Inc ** 99 * Fidelity Fid Extd Mkt Idx | — | — | — | $1K | <0.1% | |
| Fidelity Fid High Income | — | — | — | $1K | <0.1% | |
| Fidelity Fid Invst Gr Bd | — | — | — | $1K | <0.1% |