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Original filing (PDF)20251010164334NAL0008030641001
TEMPLE UNIVERSITY HEALTH SYSTEM INC
Form 5500
FILING_RECEIVED
TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
12,667
Accounts w/ balance
17,012
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
1 pooled trust
Schedule D
116 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $43K | — |
| AON CONSULTING INC | 22-2232264 | — | CONSULTANT | $16K | — |
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 ANNUITY | 13-1624203 | — | SERVICE PROVIDER | $460K | — |
Investments
113 direct securities · 1 pooled fund· $1.3B(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
$1.3B
113 holdings
Pooled Separate Account
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus Mutual Fund | — | — | — | $171.1M | 13.1% | |
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contracts | — | — | — | $156.3M | 12.0% | |
| CREF Stock Registered Investment Company | — | — | — | $82.3M | 6.3% | |
| T. Rowe Price Cap Apprec Adv Mutual Fund ** 634 Vanguard Equity Income Adm Mutual Fund | — | — | — | $57.8M | 4.4% | |
| T. Rowe Price Rtmt I 2030 I Mutual Fund | — | — | — | $57.0M | 4.4% | |
| T. Rowe Price Rtmt I 2035 I Mutual Fund | — | — | — | $56.0M | 4.3% | |
| Fully benefit-responsive investment contracts * TIAA Traditional Benefit Responsive Fixed Annuity Contracts | — | — | — | $53.7M | 4.1% | |
| Vanguard Extended Mkt Idx Inst Mutual Fund | — | — | — | $53.5M | 4.1% | |
| NYLI Winslow Large Cap Grw I Mutual Fund | — | — | — | $52.3M | 4.0% | |
| T. Rowe Price Rtmt I 2045 I Mutual Fund | — | — | — | $50.3M | 3.8% | |
| T. Rowe Price Rtmt I 2040 I Mutual Fund | — | — | — | $49.5M | 3.8% | |
| T. Rowe Price Rtmt I 2050 I Mutual Fund | — | — | — | $46.4M | 3.5% | |
| Vanguard Ttl Intl Stk Idx Inst Mutual Fund | — | — | — | $42.7M | 3.3% | |
| T. Rowe Price Rtmt I 2055 I Mutual Fund | — | — | — | $42.2M | 3.2% | |
| T. Rowe Price Rtmt I 2025 I Mutual Fund | — | — | — | $40.7M | 3.1% | |
| CREF Growth Registered Investment Company | — | — | — | $38.5M | 2.9% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual Fund | — | — | — | $35.2M | 2.7% | |
| American EuroPac Growth R6 Mutual Fund | — | — | — | $28.6M | 2.2% | |
| Vanguard Federal Money Mkt Inv Mutual Fund | — | — | — | $26.3M | 2.0% | |
| T. Rowe Price Rtmt I 2020 I Mutual Fund | — | — | — | $23.8M | 1.8% | |
| CREF Equity Index Registered Investment Company | — | — | — | $17.4M | 1.3% | |
| CREF Global Equities Registered Investment Company | — | — | — | $15.6M | 1.2% | |
| T Rowe Price Small Cap Value Mutual Fund | — | — | — | $12.3M | 0.9% | |
| Dodge & Cox Income Fund - Cl X Mutual Fund | — | — | — | $10.9M | 0.8% | |
| PIMCO Real Return Inst Class Mutual Fund | — | — | — | $10.5M | 0.8% | |
| Participant loans Interest rate of 4.25% - 9.50% with maturity of 2034 | — | — | — | $7.7M | 0.6% | |
| T. Rowe Price Rtmt I 2060 I Mutual Fund | — | — | — | $7.6M | 0.6% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.5M | 0.6% | |
| CREF Social Choice Registered Investment Company | — | — | — | $6.0M | 0.5% | |
| T. Rowe Price Rtmt I 2015 I Mutual Fund | — | — | — | $5.4M | 0.4% | |
| CREF Core Bond R2 Registered Investment Company | — | — | — | $4.0M | 0.3% | |
| Fixed Account Fixed Annuity Contract | — | — | — | $3.2M | 0.2% | |
| CREF Money Market Registered Investment Company | — | — | — | $2.8M | 0.2% | |
| LVIP DIMENSIONAL U.S. CORE EQUITY 1 Variable Annuity Account | — | — | — | $2.5M | 0.2% | |
| CREF Inflation-Linked Bond Registered Investment Company | — | — | — | $2.5M | 0.2% | |
| Stock Index Fund Variable Annuity Account | — | — | — | $2.2M | 0.2% | |
| Science & Technology Fund Variable Annuity Account | — | — | — | $2.2M | 0.2% | |
| T. Rowe Price Rtmt I Balance I Mutual Fund | — | — | — | $2.1M | 0.2% | |
| T Rowe Price Retirement 2065 I Mutual Fund | — | — | — | $1.6M | 0.1% | |
| Vanguard Windsor II Variable Annuity Account | — | — | — | $1.6M | 0.1% | |
| T. Rowe Price Rtmt I 2010 I Mutual Fund | — | — | — | $1.4M | 0.1% | |
| LVIP MACQUARIE SOCIAL AWARENESS Variable Annuity Account | — | — | — | $1.3M | <0.1% | |
| T. Rowe Price Rtmt I 2005 I Mutual Fund | — | — | — | $1.2M | <0.1% | |
| Fixed Account Plus Fixed Annuity Contract | — | — | — | $1.2M | <0.1% | |
| LVIP MACQUARIE MID CAP VALUE FUND Variable Annuity Account | — | — | — | $1.1M | <0.1% | |
| LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY Variable Annuity Account | — | — | — | $980K | <0.1% | |
| Growth Fund Variable Annuity Account | — | — | — | $920K | <0.1% | |
| Short-Term Fixed Account Fixed Annuity Contract | — | — | — | $795K | <0.1% | |
| LVIP JPMORGAN RETIREMENT INCOME FUND Variable Annuity Account | — | — | — | $640K | <0.1% | |
| LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY Variable Annuity Account | — | — | — | $606K | <0.1% | |
| Large Capital Growth Variable Annuity Account | — | — | — | $529K | <0.1% | |
| Systematic Core Fund Variable Annuity Account | — | — | — | $513K | <0.1% | |
| LVIP SSGA S&P 500 INDEX Variable Annuity Account | — | — | — | $453K | <0.1% | |
| Loan Escrow Fund Variable Annuity Account ** 342 * Mid Cap Index Fund Variable Annuity Account | — | — | — | $365K | <0.1% | |
| Vanguard Wellington Fund Inc Variable Annuity Account | — | — | — | $303K | <0.1% | |
| LVIP MACQUARIE VALUE SERIES Variable Annuity Account | — | — | — | $269K | <0.1% | |
| LVIP MACQUARIE WEALTH BUILDER FUND Variable Annuity Account | — | — | — | $253K | <0.1% | |
| Small Cap Index Fund Variable Annuity Account | — | — | — | $238K | <0.1% | |
| LVIP T. ROWE PRICE STRUCTURED MID-CAP Variable Annuity Account | — | — | — | $225K | <0.1% | |
| Mid Cap Strategic Gwth Variable Annuity Account | — | — | — | $206K | <0.1% | |
| High Yield Bond Fund Variable Annuity Account | — | — | — | $194K | <0.1% | |
| LVIP MACQUARIE SMID CAP CORE SERIES Variable Annuity Account | — | — | — | $193K | <0.1% | |
| LVIP MACQUARIE BOND Variable Annuity Account | — | — | — | $188K | <0.1% | |
| LVIP MONDRIAN INTERNATIONAL VALUE Variable Annuity Account | — | — | — | $169K | <0.1% | |
| Vanguard Long-Term Treasury Variable Annuity Account | — | — | — | $163K | <0.1% | |
| T Rowe Price Retirmnt 2025 Adv Variable Annuity Account | — | — | — | $147K | <0.1% | |
| FIDELITY VIP GROWTH Variable Annuity Account | — | — | — | $128K | <0.1% | |
| FIDELITY VIP FREEDOM TARGET DATE 2035 Variable Annuity Account | — | — | — | $115K | <0.1% | |
| International Growth Fund Variable Annuity Account | — | — | — | $113K | <0.1% | |
| Asset Allocation Fund Variable Annuity Account | — | — | — | $107K | <0.1% | |
| Emerging Economies Variable Annuity Account | — | — | — | $104K | <0.1% | |
| Core Bond Fund Variable Annuity Account | — | — | — | $102K | <0.1% | |
| Internatl Equities Index Fund Variable Annuity Account | — | — | — | $99K | <0.1% | |
| FIDELITY VIP CONTRAFUND Variable Annuity Account | — | — | — | $93K | <0.1% | |
| Small Cap Growth Fund Variable Annuity Account | — | — | — | $89K | <0.1% | |
| AMERICAN FUNDS GROWTH Variable Annuity Account | — | — | — | $77K | <0.1% | |
| Ariel Fund Variable Annuity Account | — | — | — | $71K | <0.1% | |
| GS Vit Gov Money Mkt Fd Inst Cash and cash equivalent | — | — | — | $55K | <0.1% | |
| LVIP SSGA INTERNATIONAL INDEX Variable Annuity Account | — | — | — | $55K | <0.1% | |
| DELAWARE VIP SMALL CAP VALUE Variable Annuity Account | — | — | — | $54K | <0.1% | |
| LVIP BARON GROWTH OPPORTUNITIES Variable Annuity Account | — | — | — | $53K | <0.1% | |
| Vanguard Lt Inv-Grade Fund Variable Annuity Account | — | — | — | $51K | <0.1% | |
| International Value Fund Variable Annuity Account | — | — | — | $50K | <0.1% | |
| Ariel Appreciation Fund Variable Annuity Account | — | — | — | $48K | <0.1% | |
| Mid Cap Value Fund Variable Annuity Account | — | — | — | $46K | <0.1% | |
| LVIP MACQUARIE REIT SERIES Variable Annuity Account | — | — | — | $41K | <0.1% | |
| Inflation Protected Fund Variable Annuity Account | — | — | — | $40K | <0.1% | |
| Dividend Value Variable Annuity Account | — | — | — | $37K | <0.1% | |
| MFS UTILITIES Variable Annuity Account | — | — | — | $35K | <0.1% | |
| AMERICAN FUNDS GROWTH-INCOME Variable Annuity Account | — | — | — | $35K | <0.1% | |
| LVIP MACQUARIE HIGH YIELD FUND Variable Annuity Account | — | — | — | $32K | <0.1% | |
| Global Strategy Variable Annuity Account | — | — | — | $30K | <0.1% | |
| Loan Collateral Fund Variable Annuity Account | — | — | — | $29K | <0.1% | |
| T Rowe Price Retirmnt 2030 Adv Variable Annuity Account | — | — | — | $26K | <0.1% | |
| Global Real Estate Fund Variable Annuity Account | — | — | — | $24K | <0.1% | |
| Systematic Value Variable Annuity Account | — | — | — | $21K | <0.1% | |
| T Rowe Price Retirmnt 2020 Adv Variable Annuity Account | — | — | — | $18K | <0.1% | |
| Small Cap Special Value Fund Variable Annuity Account | — | — | — | $16K | <0.1% | |
| LVIP SSGA EMERGING MARKETS 100 Variable Annuity Account | — | — | — | $15K | <0.1% | |
| LVIP SSGA BOND INDEX Variable Annuity Account | — | — | — | $15K | <0.1% | |
| International Government Bond Variable Annuity Account | — | — | — | $14K | <0.1% | |
| Intl Opportunities Variable Annuity Account | — | — | — | $13K | <0.1% | |
| Government Securities Fund Variable Annuity Account | — | — | — | $12K | <0.1% | |
| AMERICAN FUNDS INTERNATIONAL Variable Annuity Account | — | — | — | $11K | <0.1% | |
| T Rowe Price Retirmnt 2035 Adv Variable Annuity Account | — | — | — | $11K | <0.1% | |
| Vanguard Lifestrategy Growth Variable Annuity Account | — | — | — | $11K | <0.1% | |
| US Socially Responsible Fund Variable Annuity Account | — | — | — | $11K | <0.1% | |
| LVIP SSGA SMALL-CAP INDEX Variable Annuity Account | — | — | — | $9K | <0.1% | |
| LVIP MACQUARIE DIVERSIFIED INCOME SE Variable Annuity Account | — | — | — | $8K | <0.1% | |
| AMERICAN FUNDS GLOBAL GROWTH Variable Annuity Account | — | — | — | $8K | <0.1% | |
| Small Cap Value Fund Variable Annuity Account | — | — | — | $7K | <0.1% | |
| LVIP GOVERNMENT MONEY MARKET Cash and cash equivalent ** 332 * AB VPS GLOBAL THEMATIC GROWTH Variable Annuity Account | — | — | — | $6K | <0.1% | |
| LVIP VANGUARD INTERNATIONAL EQUITY ETF Variable Annuity Account | — | — | — | $3K | <0.1% | |
| Intl Socially Responsible Fund Variable Annuity Account | — | — | — | $1K | <0.1% |