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Original filing (PDF)20260220143634NAL0010128849001
TIFFIN UNIVERSITY
Form 5500
FILING_RECEIVED
EMERITI RETIREE HEALTH PLAN FOR TIFFIN UNIVERSITY
Health & welfare plan
Signals · 2
Late filing · 3.1 moNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
88
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.1 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIFFIN UNIVERSITY.
Plan sponsor
Name
TIFFIN UNIVERSITY
EIN
34-4427516
Address
155 MIAMI STREET · TIFFIN, OH · 44883
Phone
(419) 448-3433
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-20
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
PW PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF MUTUAL FUNDS | 13-3760073 | NEW YORK, NY | INVESTMENT MANAGEMENT | $8K | — |
Investments
13 direct securities· $1.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | — | — | — | $313K | 18.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $290K | 17.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $271K | 16.0% | |
| Vanguard Target Retirement 2020 | — | — | — | $240K | 14.2% | |
| Schwab US Treasury Money Ultra | — | — | — | $239K | 14.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $108K | 6.4% | |
| Vanguard Target Retirement Income | — | — | — | $95K | 5.6% | |
| Fidelity 500 Index Fund | — | — | — | $71K | 4.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $26K | 1.5% | |
| Fidelity US Bond Index | — | — | — | $5K | 0.3% | |
| Calvert US Large Cap Core Responsible Index I | — | — | — | $4K | 0.3% | |
| BlackRock 60/40 Target Allocation K | — | — | — | $3K | 0.2% | |
| Fidelity International Index | — | — | — | $2K | <0.1% |