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Original filing (PDF)20260313171419NAL0008437728001
TAYLOR UNIVERSITY
Form 5500
FILING_RECEIVED
TAYLOR UNIVERSITY EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 3
100% in single holding~2475 bps in Sched C feesNo recordkeeper disclosed
Active participants
428
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$1.6M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Money Market Fund Goldman Sachs FINL Square Govt Fund #465" is 100% of plan.
- 2475 bps in Schedule C fees — 4661% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR UNIVERSITY.
Plan sponsor
Name
TAYLOR UNIVERSITY
EIN
35-0868181
Address
1846 S. MAIN STREET · UPLAND, IN · 469891001
Phone
(765) 998-5119
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | NONE | $669K | — |
| AMERIFLEX | — | CARROLLTON, TX | NONE | $23K | — |
Investments
1 direct security· $2.6M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund Goldman Sachs FINL Square Govt Fund #465 | — | — | $2.6M | $2.6M | 92.3% |
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