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Original filing (PDF)20251010164334NAL0008493505001
TEMPLE UNIVERSITY HEALTH SYSTEM INC
Form 5500
FILING_RECEIVED
TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,830
Accounts w/ balance
15,527
Plan assets (EOY)
$876.1M
Net assets (EOY)
$876.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEMPLE UNIVERSITY HEALTH SYSTEM INC.
Plan sponsor
Name
TEMPLE UNIVERSITY HEALTH SYSTEM INC
EIN
23-2825881
Address
3509 NORTH BROAD STREET 9TH FLOOR · PHILADELPHIA, PA · 19140
Phone
(215) 707-5977
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $29K | — |
| AON CONSULTING, INC. | 22-2232264 | — | CONSULTANT | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLE UNIVERSITY HEALTH SYSTEM INC | 23-2825881 | — | PLAN ADMIN | $72K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | SERVICE PROVIDER | $349K | — |
Investments
34 direct securities · 1 pooled fund· $875.9M(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
$872.6M
34 holdings
Pooled Separate Account
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus Mutual Fund | — | — | — | $125.5M | 14.3% | |
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contract | — | — | — | $118.1M | 13.5% | |
| T. Rowe Price Rtmt I 2030 I Mutual Fund | — | — | — | $44.5M | 5.1% | |
| T. Rowe Price Rtmt I 2040 I Mutual Fund | — | — | — | $44.3M | 5.1% | |
| T. Rowe Price Rtmt I 2035 I Mutual Fund | — | — | — | $43.2M | 4.9% | |
| T. Rowe Price Rtmt I 2025 I Mutual Fund | — | — | — | $41.7M | 4.8% | |
| CREF Stock R2 Registered Investment Company | — | — | — | $41.5M | 4.7% | |
| T. Rowe Price Rtmt I 2045 I Mutual Fund | — | — | — | $40.4M | 4.6% | |
| T. Rowe Price Rtmt I 2050 I Mutual Fund | — | — | — | $39.1M | 4.5% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $36.5M | 4.2% | |
| NYLI Winslow Large Cap Grw I Mutual Fund | — | — | — | $34.2M | 3.9% | |
| Vanguard Extended Mkt Idx Inst Mutual Fund | — | — | — | $33.8M | 3.9% | |
| T. Rowe Price Rtmt I 2055 I Mutual Fund | — | — | — | $31.0M | 3.5% | |
| Vanguard Ttl Intl Stk Idx Inst Mutual Fund | — | — | — | $25.1M | 2.9% | |
| T. Rowe Price Rtmt I 2020 I Mutual Fund | — | — | — | $23.2M | 2.6% | |
| CREF Growth R2 Registered Investment Company | — | — | — | $23.1M | 2.6% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual Fund | — | — | — | $20.7M | 2.4% | |
| American EuroPac Growth R6 Mutual Fund | — | — | — | $19.4M | 2.2% | |
| Vanguard Federal Money Mkt Inv Mutual Fund | — | — | — | $18.2M | 2.1% | |
| CREF Equity Index R2 Registered Investment Company | — | — | — | $10.1M | 1.2% | |
| CREF Global Equities R2 Registered Investment Company | — | — | — | $8.7M | 1.0% | |
| Dodge & Cox Income Fund - Cl X Mutual Fund | — | — | — | $8.7M | 1.0% | |
| PIMCO Real Return Inst Class Mutual Fund | — | — | — | $7.7M | 0.9% | |
| T Rowe Price Small Cap Value Mutual Fund | — | — | — | $7.3M | 0.8% | |
| T. Rowe Price Rtmt I 2015 I Mutual Fund | — | — | — | $5.0M | 0.6% | |
| CREF Social Choice R2 Registered Investment Company | — | — | — | $4.4M | 0.5% | |
| T. Rowe Price Rtmt I 2060 I Mutual Fund | — | — | — | $4.4M | 0.5% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.3M | 0.4% | |
| CREF Money Market R2 Registered Investment Company | — | — | — | $3.1M | 0.4% | |
| T. Rowe Price Rtmt I 2010 I Mutual Fund | — | — | — | $2.4M | 0.3% | |
| CREF Core Bond R2 Registered Investment Company | — | — | — | $2.4M | 0.3% | |
| T. Rowe Price Rtmt I Balance I Mutual Fund | — | — | — | $1.9M | 0.2% | |
| T Rowe Price Retirement 2065 I Mutual Fund | — | — | — | $1.3M | 0.1% | |
| CREF Inflation-Linked Bond R2 Registered Investment Company | — | — | — | $1.2M | 0.1% | |
| T. Rowe Price Rtmt I 2005 I Mutual Fund | — | — | — | $763K | <0.1% |