KATE Kleba signed Jefferson University Physicians' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferson University Physicians' EIN is 23-2809585.
Download the official 2024 Form 5500 (PDF) for Jefferson University Physicians from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferson University Physicians' plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | NONE | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | — | NONE | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Inst Plus | Mutual Funds | — | — | $52.6M | 10.1% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $40.7M | 7.8% | |
| CREF Stock | Mutual Funds | — | — | $31.7M | 6.1% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $29.4M | 5.6% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $29.4M | 5.6% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $27.1M | 5.2% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $26.5M | 5.1% | |
| Vanguard Extend Market Index Inst Pl | Mutual Funds | — | — | $26.3M | 5.1% | |
| Benefit- Responsive * TIAA Traditional-Non Insurance Company General Contract | Mutual Funds | — | — | $20.2M | 3.9% | |
| Vanguard Total International Stock Index Inst | Mutual Funds | — | — | $19.3M | 3.7% | |
| TIAA Traditional-Non Insurance Company General Contract | Mutual Funds | — | — | $19.0M | 3.6% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $18.2M | 3.5% | |
| CREF Growth | Mutual Funds | — | — | $15.8M | 3.0% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $11.9M | 2.3% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $10.9M | 2.1% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | — | $9.8M | 1.9% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $9.4M | 1.8% | |
| CREF Global Equities | Mutual Funds | — | — | $7.8M | 1.5% | |
| CREF Money Market R3 | Mutual Funds | — | — | $7.6M | 1.5% | |
| CREF Equity Index | Common Collective Trusts | — | — | $7.4M | 1.4% | |
| Vanguard Emerging Markets Stock Index Inst | Mutual Funds | — | — | $6.9M | 1.3% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $6.1M | 1.2% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $5.7M | 1.1% | |
| Vanguard Real Estate Index Inst | Mutual Funds | — | — | $5.5M | 1.1% | |
| Vanguard Inflation Protected Securities Inst | Mutual Funds | — | — | $4.4M | 0.9% | |
| Fidelity Fid Contrafund | Mutual Funds | — | — | $2.5M | 0.5% | |
| CREF Bond Market | Mutual Funds | — | — | $2.3M | 0.4% | |
| INC R6 American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $2.1M | 0.4% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $2.0M | 0.4% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $1.9M | 0.4% | |
| value * Notes receivable from Interest rates from 4.25% to 9.50% maturing | Bonds / Notes | — | — | $1.4M | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $1.3M | 0.3% | |
| Fidelity Fid Sel Technology | Mutual Funds | — | — | $809K | 0.2% | |
| Fidelity Fid Blue Chip Gr | Mutual Funds | — | — | $681K | 0.1% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $676K | 0.1% | |
| Fidelity Fid Growth Company | Mutual Funds | — | — | $549K | 0.1% | |
| Fidelity Fid Otc Portfolio | Mutual Funds | — | — | $501K | <0.1% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $341K | <0.1% | |
| Fidelity Fid Govt Mmrk Prm | Mutual Funds | — | — | $321K | <0.1% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $305K | <0.1% | |
| Fidelity Fid Low Priced Stk | Mutual Funds | — | — | $251K | <0.1% | |
| Fidelity Fid Balanced | Mutual Funds | — | — | $233K | <0.1% | |
| Nuveen Lifecycle Index Ret Inc R6 | Mutual Funds | — | — | $186K | <0.1% | |
| Fidelity Fid Magellan | Mutual Funds | — | — | $168K | <0.1% | |
| Fidelity Fid Fidelity Fund | Mutual Funds | — | — | $135K | <0.1% | |
| Fidelity Fid Growth & Inc | Mutual Funds | — | — | $131K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
