Kelly ZAPP signed Benedictine University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benedictine University's EIN is 36-2722198.
Download the official 2024 Form 5500 (PDF) for Benedictine University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benedictine University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | NONE | $60K | — |
| CROWE LLP | 35-0921680 | — | NONE |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $18K |
| — |
| MESIROW FINANCIAL | 36-3194849 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit-Responsive | Mutual Funds | — | — | $24.1M | 23.9% | |
| Variable Annuities * CREF Stock R2 | Mutual Funds | — | — | $14.8M | 14.7% | |
| CREF Growth R2 | Mutual Funds | — | — | $4.5M | 4.5% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $4.4M | 4.4% | |
| Traditional Investment Contracts * TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $4.3M | 4.2% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $3.6M | 3.6% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | — | $3.5M | 3.5% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $3.3M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 2.6% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | — | $2.3M | 2.3% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | — | $2.3M | 2.3% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | — | $2.3M | 2.2% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $2.2M | 2.2% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $2.2M | 2.2% | |
| Registered Investment Companies * Nuveen Internatl Equity R6 | Mutual Funds | — | — | $2.1M | 2.1% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $1.8M | 1.8% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $1.8M | 1.8% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.7M | 1.7% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | — | $1.6M | 1.6% | |
| Principal Equity Inc Fund Inst | Common Stocks | — | — | $1.6M | 1.5% | |
| CREF Money Market R2 | Mutual Funds | — | — | $1.5M | 1.5% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | — | $1.3M | 1.3% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | — | $1.3M | 1.3% | |
| TIAA Stable Value Benefit-Responsive | Stable Value | — | — | $1.2M | 1.2% | |
| Nuveen Lifecycle 2010 R6 | Mutual Funds | — | — | $1.1M | 1.1% | |
| American Century American Cent MdCpVa Fd Cla R6 | Other securities | — | — | $839K | 0.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $809K | 0.8% | |
| JP Morgan JPMorgan Mid Cap Gro Fd Cl R6 | Other securities | — | — | $627K | 0.6% | |
| MFS Intl Diversification Cl R6 | Mutual Funds | — | — | $570K | 0.6% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $560K | 0.6% | |
| Nuveen Mid Cap Growth Retire ** 787 * Nuveen Mid Cap Value Retire ** 730 * Nuveen Short Term Bond R6 | Mutual Funds | — | — | $554K | 0.6% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $530K | 0.5% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | — | $527K | 0.5% | |
| Nuveen Lifecycle Ret Inc R6 | Mutual Funds | — | — | $484K | 0.5% | |
| BlackRock Total Return K | Other securities | — | — | $247K | 0.2% | |
| BlackRock Infl Protected Bd K | Other securities | — | — | $235K | 0.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $164K | 0.2% | |
| Participant Loans Note receivable from participant with interest * Various participants rate of 4.25%-9.50% and maturity through 2028 | Bonds / Notes | — | — | $160K | 0.2% | |
| CREF Growth R1 | Mutual Funds | — | — | $160K | 0.2% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $134K | 0.1% | |
| Vanguard Small-Cap Val Idx Adm | Common Collective Trusts | — | — | $132K | 0.1% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $104K | 0.1% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | — | $102K | 0.1% | |
| Vanguard Small-Cap Grw Idx Adm | Common Collective Trusts | — | — | $98K | <0.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $86K | <0.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $80K | <0.1% | |
| CREF Money Market R1 | Mutual Funds | — | — | $73K | <0.1% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $19K | <0.1% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $15K | <0.1% | |
| Nuveen Internatl Equity Retire | Mutual Funds | — | — | $2K | <0.1% |
