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, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $27.8M | 9.7% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $25.2M | 8.8% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $21.5M | 7.5% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $20.7M | 7.2% | |
| Vanguard Extended Market Index Inst Pl | Mutual Funds | — | — | $17.3M | 6.0% | |
| value * Traditional Benefit Insurance Company General Contract | Common Stocks | — | — | $14.0M | 4.9% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $13.9M | 4.9% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $13.9M | 4.8% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $12.8M | 4.5% | |
| Vanguard Total International Stock Index Inst | Mutual Funds | — | — | $11.2M | 3.9% | |
| Nuveen Lifecycle Index2055 R6 | Mutual Funds | — | — | $11.1M | 3.9% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $10.2M | 3.5% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $10.1M | 3.5% | |
| American Funds Capital World G&I Fund R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $6.9M | 2.4% | |
| CREF Stock R3 | Mutual Funds | — | — | $6.2M | 2.2% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | — | $5.8M | 2.0% | |
| Responsive 2 * Traditional Benefit Insurance Company General Contract | Common Stocks | — | — | $4.9M | 1.7% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $4.6M | 1.6% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $4.1M | 1.4% | |
| Vanguard Emerging Markets Stock Inst | Mutual Funds | — | — | $3.5M | 1.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $3.5M | 1.2% | |
| Vanguard Real Estate Idx Inst | Common Collective Trusts | — | — | $3.4M | 1.2% | |
| CREF Global Equities R3 | Mutual Funds | — | — | $3.2M | 1.1% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $3.0M | 1.0% | |
| CREF Growth R3 | Mutual Funds | — | — | $2.8M | 1.0% | |
| Vanguard Inflation Protected Securities Inst | Mutual Funds | — | — | $2.6M | 0.9% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $2.5M | 0.9% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $2.1M | 0.7% | |
| contract value * Notes receivable from Interest rates of 4.25% to 9.50% with maturity | Bonds / Notes | — | — | $871K | 0.3% | |
| CREF Equity Index R3 | Common Collective Trusts | — | — | $822K | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $700K | 0.2% | |
| CREF Core Bond R3 | Mutual Funds | — | — | $665K | 0.2% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $543K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $225K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income-Inst R6 | Mutual Funds | — | — | $86K | <0.1% | |
| CREF Inflation-Linked Bond R3 | Mutual Funds | — | — | $51K | <0.1% | |
| Traditional Non Benefit Insurance Company General Contract | Common Stocks | — | — | $49K | <0.1% | |
| CREF Money Market R3 | Mutual Funds | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
