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Original filing (PDF)20251015115510NAL0004463409001
JEFFERSON UNIVERSITY PHYSICIANS
Form 5500
FILING_RECEIVED
JEFFERSON UNIVERSITY PHYSICIANS VOLUNTARY 403(B) TDA PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,963
Accounts w/ balance
3,776
Plan assets (EOY)
$286.9M
Net assets (EOY)
$286.9M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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 10 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
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 & ANNUITY | 13-1624203 | — | NONE | $83K | — |
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $12K | — |
Investments
39 direct securities · 1 pooled fund· $286.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$279.8M
39 holdings
Pooled Separate Account
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | — | — | — | $27.8M | 9.7% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $25.2M | 8.8% | |
| Vanguard Windsor II Adm | — | — | — | $21.5M | 7.5% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $20.7M | 7.2% | |
| Vanguard Extended Market Index Inst Pl | — | — | — | $17.3M | 6.0% | |
| value * Traditional Benefit Insurance Company General Contract | — | — | — | $14.0M | 4.9% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $13.9M | 4.9% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $13.9M | 4.8% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $12.8M | 4.5% | |
| Vanguard Total International Stock Index Inst | — | — | — | $11.2M | 3.9% | |
| Nuveen Lifecycle Index2055 R6 | — | — | — | $11.1M | 3.9% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $10.2M | 3.5% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $10.1M | 3.5% | |
| American Funds Capital World G&I Fund R6 | — | — | — | $7.1M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624303 / PN 004 | Pooled Separate Account | — | — | $7.1M | 2.5% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $6.9M | 2.4% | |
| CREF Stock R3 | — | — | — | $6.2M | 2.2% | |
| Vanguard PRIMECAP Adm | — | — | — | $5.8M | 2.0% | |
| Responsive 2 * Traditional Benefit Insurance Company General Contract | — | — | — | $4.9M | 1.7% | |
| Vanguard Federal Money Market Inv | — | — | — | $4.6M | 1.6% | |
| CREF Social Choice R3 | — | — | — | $4.1M | 1.4% | |
| Vanguard Emerging Markets Stock Inst | — | — | — | $3.5M | 1.2% | |
| Dodge & Cox Income Fund | — | — | — | $3.5M | 1.2% | |
| Vanguard Real Estate Idx Inst | — | — | — | $3.4M | 1.2% | |
| CREF Global Equities R3 | — | — | — | $3.2M | 1.1% | |
| American Funds EuroPac Growth R6 | — | — | — | $3.0M | 1.0% | |
| CREF Growth R3 | — | — | — | $2.8M | 1.0% | |
| Vanguard Inflation Protected Securities Inst | — | — | — | $2.6M | 0.9% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $2.5M | 0.9% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $2.1M | 0.7% | |
| contract value * Notes receivable from Interest rates of 4.25% to 9.50% with maturity | — | — | — | $871K | 0.3% | |
| CREF Equity Index R3 | — | — | — | $822K | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $700K | 0.2% | |
| CREF Core Bond R3 | — | — | — | $665K | 0.2% | |
| Vanguard FTSE Social Index Adm | — | — | — | $543K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $225K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income-Inst R6 | — | — | — | $86K | <0.1% | |
| CREF Inflation-Linked Bond R3 | — | — | — | $51K | <0.1% | |
| Traditional Non Benefit Insurance Company General Contract | — | — | — | $49K | <0.1% | |
| CREF Money Market R3 | — | — | — | $31K | <0.1% |