Back to filter
Original filing (PDF)20250730135507NAL0002418723001
REGENSTRIEF INSTITUTE, INC.
Form 5500
FILING_RECEIVED
REGENSTRIEF INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
312
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
How this plan invests
This plan
1 pooled trust
Schedule D
57 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGENSTRIEF INSTITUTE, INC..
Plan sponsor
Name
REGENSTRIEF INSTITUTE, INC.
EIN
30-0007730
Address
1101 WEST TENTH STREET · INDIANAPOLIS, IN · 46202
Phone
(317) 274-9185
Industry
Other Services (ex. Public Admin)see 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
2025-07-30
Pension benefit codes
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INS & ANNUITY ASSOC | 13-1624203 | — | PLAN CUSTODIAN | $31K | — |
Investments
55 direct securities · 1 pooled fund· $31.3M(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
$29.7M
54 holdings
Mutual Funds
$1.3M
1 holding
Pooled Separate Account
$378K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Account - nonbenefit-responsive Various | — | — | — | $3.7M | 11.9% | |
| Vanguard 500 Idx Adm 4,798 shares | — | — | $5K | $2.6M | 8.3% | |
| CREF Stock 2,752 units | — | — | $3K | $2.5M | 7.8% | |
| CREF Growth 3,625 units | — | — | $4K | $1.9M | 5.9% | |
| TIAA Traditional Annuity Account - benefit-responsive Various | — | — | — | $1.8M | 5.7% | |
| Nuveen Large Cap Growth Idx 23,509 shares | — | — | $24K | $1.6M | 5.0% | |
| CREF Equity Index 3,103 units | — | — | $3K | $1.6M | 5.0% | |
| American EuroPac Growth R6 24,311 shares | Mutual Funds | — | $24K | $1.3M | 4.2% | |
| CREF Global Equities 3,222 units | — | — | $3K | $1.1M | 3.5% | |
| Vanguard Target Ret 2040 Inv 23,987 shares | — | — | $24K | $1.0M | 3.3% | |
| Vanguard Target Ret 2045 Inv 33,212 shares | — | — | $33K | $985K | 3.1% | |
| Vanguard Target Ret 2050 Inv 19,524 shares | — | — | $20K | $973K | 3.1% | |
| Vanguard Target Ret 2020 Inv 35,621 shares | — | — | $36K | $943K | 3.0% | |
| Vanguard Equity Income Adm 8,868 shares | — | — | $9K | $782K | 2.5% | |
| Vanguard Target Ret 2055 Inv 12,999 shares | — | — | $13K | $723K | 2.3% | |
| Vanguard Target Ret 2035 Inv 28,719 shares | — | — | $29K | $689K | 2.2% | |
| Vanguard Target Ret 2025 Inv 35,185 shares | — | — | $35K | $658K | 2.1% | |
| Vanguard Target Ret 2030 Inv 16,715 shares | — | — | $17K | $633K | 2.0% | |
| Vanguard Federal Money Mkt Inv 561,222 shares | — | — | $561K | $561K | 1.8% | |
| CREF Bond Market 3,630 units | — | — | $4K | $477K | 1.5% | |
| TIAA Stable Value Various | — | — | — | $462K | 1.5% | |
| Vanguard Small Cap Idx Adm 3,885 shares | — | — | $4K | $447K | 1.4% | |
| Carillon Eagle Mid Cap Grw R6 5,435 shares | — | — | $5K | $424K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $378K | 1.2% | |
| Baird Core Plus Bond Fund Inst 30,551 shares | — | — | $31K | $306K | 1.0% | |
| CREF Money Market 9,159 units | — | — | $9K | $267K | 0.8% | |
| CREF Social Choice 714 units | — | — | — | $257K | 0.8% | |
| Baron Small Cap Institutional 6,732 shares | — | — | $7K | $223K | 0.7% | |
| Vanguard Mid Cap Idx Adm 676 shares | — | — | — | $221K | 0.7% | |
| American Cent Mid Cap Val 13,883 shares | — | — | $14K | $216K | 0.7% | |
| Vanguard Target Ret 2060 Inv 4,100 shares | — | — | $4K | $210K | 0.7% | |
| American Cent Sm Cap Val R6 19,623 shares | — | — | $20K | $207K | 0.7% | |
| CREF Inflation-Linked Bond 2,004 units | — | — | $2K | $166K | 0.5% | |
| TIAA Access Int'l Equity T4 3,499 units | — | — | $3K | $130K | 0.4% | |
| Principal Short Term Inc Institutional 8,337 shares | — | — | $8K | $100K | 0.3% | |
| TIAA Access Lg-Cap Val T4 1,097 units | — | — | $1K | $82K | 0.3% | |
| TIAA Access Lifecycle 2020 T4 1,328 units | — | — | $1K | $76K | 0.2% | |
| Vanguard Target Ret 2065 Inv 2,141 shares | — | — | $2K | $72K | 0.2% | |
| TIAA Access Lg-Cap Gr T4 399 units | — | — | — | $71K | 0.2% | |
| TIAA Access Mid-Cap Gr T4 779 units | — | — | — | $68K | 0.2% | |
| TIAA Access Lg-Cap Res Eq T4 579 units | — | — | — | $65K | 0.2% | |
| TIAA Access Lifecycle 2045 T4 791 units | — | — | — | $58K | 0.2% | |
| TIAA Access Mid-Cap Val T4 782 units | — | — | — | $58K | 0.2% | |
| TIAA Access Lifecycle 2050 T4 717 units | — | — | — | $53K | 0.2% | |
| TIAA Access Core Equity T4 354 units | — | — | — | $52K | 0.2% | |
| TIAA Access Real Est Secs T4 783 units | — | — | — | $40K | 0.1% | |
| TIAA Access Sm-Cap Bl Idx T4 407 units | — | — | — | $32K | 0.1% | |
| ranging through March 2032 | — | — | — | $32K | 0.1% | |
| TIAA Access Core Pl Bond T4 683 units | — | — | — | $28K | <0.1% | |
| Vanguard Target Ret Income Inv 2,048 shares | — | — | $2K | $27K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 375 units | — | — | — | $25K | <0.1% | |
| TIAA Access Equity Index T4 98 units | — | — | — | $12K | <0.1% | |
| TIAA Access Lifecycle 2040 T4 141 units | — | — | — | $10K | <0.1% | |
| TIAA Access Lifecycle 2015 T4 160 units | — | — | — | $9K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 70 units | — | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle 2030 T4 63 units | — | — | — | $4K | <0.1% |