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Original filing (PDF)20250925114827NAL0012100770001
NEWBERRY LIBRARY
Form 5500
FILING_RECEIVED
NEWBERRY LIBRARY DC RETIREMENT PLAN
403(b) retirement plan
Active participants
92
Accounts w/ balance
343
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWBERRY LIBRARY.
Plan sponsor
Name
NEWBERRY LIBRARY
EIN
36-2167814
Address
60 WEST WALTON STREET · CHICAGO, IL · 606107324
Phone
(312) 255-3660
Industry
Information / Tech / Mediasee 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
2025-09-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | RECORDKEEPER | $18K | — |
Investments
60 direct securities · 1 pooled fund· $26.1M(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
$25.8M
60 holdings
Pooled Separate Account
$279K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Annuity | — | — | — | $6.0M | 22.8% | |
| TIAA-CREF CREF Stock | — | — | — | $5.3M | 20.5% | |
| TIAA-CREF S&P 500 Index | — | — | — | $1.5M | 5.9% | |
| CREF Social Choice | — | — | — | $1.4M | 5.5% | |
| TIAA-CREF Lifecycle Index 2040 | — | — | — | $1.3M | 4.9% | |
| CREF Growth | — | — | — | $1.2M | 4.5% | |
| CREF Global Equities | — | — | — | $785K | 3.0% | |
| CREF Equity Index | — | — | — | $774K | 3.0% | |
| TIAA-CREF Lifecycle Index 2025 | — | — | — | $649K | 2.5% | |
| TIAA-CREF Lifecycle Index 2035 | — | — | — | $593K | 2.3% | |
| TIAA-CREF Lifecycle Index 2030 | — | — | — | $565K | 2.2% | |
| TIAA-CREF Lifecycle Index 2050 | — | — | — | $425K | 1.6% | |
| TIAA Access Lifecycle 2040 Retirement | — | — | — | $400K | 1.5% | |
| CREF Money Market | — | — | — | $393K | 1.5% | |
| Vanguard FTSE Social Index | — | — | — | $353K | 1.4% | |
| TIAA-CREF Lifecycle Index 2045 | — | — | — | $316K | 1.2% | |
| Vanguard Intr-Trm Bond Index | — | — | — | $299K | 1.1% | |
| CREF Core Bond | — | — | — | $293K | 1.1% | |
| Vanguard Equity Income | — | — | — | $293K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $279K | 1.1% | |
| Vanguard Developed Markets Index | — | — | — | $259K | 1.0% | |
| CREF Inflation-Linked Bond | — | — | — | $227K | 0.9% | |
| TIAA Stable Value | — | — | — | $218K | 0.8% | |
| TIAA-CREF Hartford International Opportunity | — | — | — | $164K | 0.6% | |
| TIAA-CREF Lifecycle Index Ret Inc Instl * 535 TIAA-CREF Large Cap Growth | — | — | — | $161K | 0.6% | |
| TIAA Access Large Cap Value Retirement | — | — | — | $158K | 0.6% | |
| TIAA-CREF Lifecycle Index 2055 | — | — | — | $158K | 0.6% | |
| Vanguard Mid-Cap Value Index | — | — | — | $140K | 0.5% | |
| Principal Small Cap S&P 600 Index | — | — | — | $138K | 0.5% | |
| TIAA-CREF Lifecycle Index 2060 | — | — | — | $137K | 0.5% | |
| TIAA Access Lifecycle 2035 Retirement | — | — | — | $125K | 0.5% | |
| Vanguard REIT Index | — | — | — | $113K | 0.4% | |
| TIAA Access Lifecycle 2050 Retirement | — | — | — | $80K | 0.3% | |
| TIAA Access Lifecycle 2010 Retirement * 178 TIAA Access Lifecycle 2020 Retirement | — | — | — | $76K | 0.3% | |
| TIAA Access International Equity | — | — | — | $71K | 0.3% | |
| TIAA Access Social Choice Equity | — | — | — | $68K | 0.3% | |
| TIAA-CREF Lifecycle Index 2020 | — | — | — | $62K | 0.2% | |
| TIAA Access Small Cap Blend Index | — | — | — | $62K | 0.2% | |
| TIAA Access Mid Cap Value Retirement | — | — | — | $50K | 0.2% | |
| TIAA Access Large Cap Growth | — | — | — | $46K | 0.2% | |
| BlackRock High Yield Bond Portfolio | — | — | — | $45K | 0.2% | |
| TIAA Access Lifecycle 2030 Retirement | — | — | — | $42K | 0.2% | |
| TIAA Access Equity Index | — | — | — | $41K | 0.2% | |
| TIAA Access Mid Cap Real Estate | — | — | — | $39K | 0.2% | |
| TIAA-CREF Bond Plus | — | — | — | $33K | 0.1% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $32K | 0.1% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $31K | 0.1% | |
| TIAA Access Lifecycle 2045 Retirement | — | — | — | $28K | 0.1% | |
| TIAA Access Growth & Income | — | — | — | $25K | <0.1% | |
| TIAA-CREF Lifecycle Index 2015 | — | — | — | $20K | <0.1% | |
| Principal Mid Cap S&P 400 Index | — | — | — | $20K | <0.1% | |
| TIAA Access Lifecycle Retirement Fund * 436 TIAA Access Bond Plus | — | — | — | $18K | <0.1% | |
| TIAA Access Small Cap Equity | — | — | — | $16K | <0.1% | |
| Invesco Oppenheimer Discovery | — | — | — | $9K | <0.1% | |
| TIAA-CREF Lifecycle Index 2065 | — | — | — | $8K | <0.1% | |
| TIAA Access Mid Cap Growth | — | — | — | $7K | <0.1% | |
| Vanguard Small-Cap Value Index | — | — | — | $7K | <0.1% | |
| American Funds New World | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2055 Retirement | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2060 Retirement | — | — | — | $1K | <0.1% | |
| TIAA Access Lifecycle 2025 Retirement | — | — | — | $1K | <0.1% |
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