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Original filing (PDF)20251008112027NAL0003228691001
BENEDICTINE UNIVERSITY
Form 5500
FILING_RECEIVED
BENEDICTINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
379
Accounts w/ balance
926
Plan assets (EOY)
$100.7M
Net assets (EOY)
$100.7M
How this plan invests
This plan
1 pooled trust
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENEDICTINE UNIVERSITY.
Plan sponsor
Name
BENEDICTINE UNIVERSITY
EIN
36-2722198
Address
5700 COLLEGE RD · LISLE, IL · 60532
Phone
(630) 829-6031
Industry
Educational Servicessee 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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | NONE | $60K | — |
| TIAA | 13-1624203 | — | NONE | $55K | — |
| CROWE LLP | 35-0921680 | — | NONE | $18K | — |
| MESIROW FINANCIAL | 36-3194849 | — | NONE | $15K | — |
Investments
53 direct securities · 1 pooled fund· $100.7M(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
$98.1M
53 holdings
Pooled Separate Account
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit-Responsive | — | — | — | $24.1M | 23.9% | |
| Variable Annuities * CREF Stock R2 | — | — | — | $14.8M | 14.7% | |
| CREF Growth R2 | — | — | — | $4.5M | 4.5% | |
| CREF Global Equities R2 | — | — | — | $4.4M | 4.4% | |
| Traditional Investment Contracts * TIAA Traditional Benefit-Responsive | — | — | — | $4.3M | 4.2% | |
| CREF Equity Index R2 | — | — | — | $3.6M | 3.6% | |
| Nuveen Lifecycle 2040 R6 | — | — | — | $3.5M | 3.5% | |
| CREF Social Choice R2 | — | — | — | $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 | — | — | — | $2.3M | 2.3% | |
| Nuveen Lifecycle 2035 R6 | — | — | — | $2.3M | 2.3% | |
| Nuveen Lifecycle 2020 R6 | — | — | — | $2.3M | 2.2% | |
| Vanguard 500 Idx Adm | — | — | — | $2.2M | 2.2% | |
| Nuveen Lifecycle 2030 R6 | — | — | — | $2.2M | 2.2% | |
| Registered Investment Companies * Nuveen Internatl Equity R6 | — | — | — | $2.1M | 2.1% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $1.8M | 1.8% | |
| CREF Core Bond R2 | — | — | — | $1.8M | 1.8% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.7M | 1.7% | |
| Nuveen Lifecycle 2015 R6 | — | — | — | $1.6M | 1.6% | |
| Principal Equity Inc Fund Inst | — | — | — | $1.6M | 1.5% | |
| CREF Money Market R2 | — | — | — | $1.5M | 1.5% | |
| Nuveen Lifecycle 2050 R6 | — | — | — | $1.3M | 1.3% | |
| Nuveen Lifecycle 2045 R6 | — | — | — | $1.3M | 1.3% | |
| TIAA Stable Value Benefit-Responsive | — | — | — | $1.2M | 1.2% | |
| Nuveen Lifecycle 2010 R6 | — | — | — | $1.1M | 1.1% | |
| American Century American Cent MdCpVa Fd Cla R6 | — | — | — | $839K | 0.8% | |
| CREF Stock R1 | — | — | — | $809K | 0.8% | |
| JP Morgan JPMorgan Mid Cap Gro Fd Cl R6 | — | — | — | $627K | 0.6% | |
| MFS Intl Diversification Cl R6 | — | — | — | $570K | 0.6% | |
| CREF Social Choice R3 | — | — | — | $560K | 0.6% | |
| Nuveen Mid Cap Growth Retire ** 787 * Nuveen Mid Cap Value Retire ** 730 * Nuveen Short Term Bond R6 | — | — | — | $554K | 0.6% | |
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $530K | 0.5% | |
| Nuveen Lifecycle 2055 R6 | — | — | — | $527K | 0.5% | |
| Nuveen Lifecycle Ret Inc R6 | — | — | — | $484K | 0.5% | |
| BlackRock Total Return K | — | — | — | $247K | 0.2% | |
| BlackRock Infl Protected Bd K | — | — | — | $235K | 0.2% | |
| American Funds American Funds New World R6 | — | — | — | $164K | 0.2% | |
| Participant Loans Note receivable from participant with interest * Various participants rate of 4.25%-9.50% and maturity through 2028 | — | — | — | $160K | 0.2% | |
| CREF Growth R1 | — | — | — | $160K | 0.2% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $134K | 0.1% | |
| Vanguard Small-Cap Val Idx Adm | — | — | — | $132K | 0.1% | |
| CREF Equity Index R1 | — | — | — | $104K | 0.1% | |
| Nuveen Lifecycle 2060 R6 | — | — | — | $102K | 0.1% | |
| Vanguard Small-Cap Grw Idx Adm | — | — | — | $98K | <0.1% | |
| CREF Global Equities R1 | — | — | — | $86K | <0.1% | |
| CREF Core Bond R1 | — | — | — | $80K | <0.1% | |
| CREF Money Market R1 | — | — | — | $73K | <0.1% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $19K | <0.1% | |
| CREF Social Choice R1 | — | — | — | $15K | <0.1% | |
| Nuveen Internatl Equity Retire | — | — | — | $2K | <0.1% | |
| Nuveen Large Cap Value Retire | — | — | — | $2K | <0.1% | |
| Nuveen Quant Sm Cp Eq Retire | — | — | — | $2K | <0.1% | |
| TIAA Traditional Benefit-Responsive 2 | — | — | — | $1K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | — | — | — | $1K | <0.1% |
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