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Original filing (PDF)20251013140532NAL0001464049001
MIDWESTERN UNIVERSITY
Form 5500
FILING_RECEIVED
MIDWESTERN UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,622
Accounts w/ balance
2,812
Plan assets (EOY)
$507.7M
Net assets (EOY)
$507.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWESTERN UNIVERSITY.
Plan sponsor
Name
MIDWESTERN UNIVERSITY
EIN
36-3377698
Address
555 31ST STREET · DOWNERS GROVE, IL · 60515
Phone
(630) 515-6119
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $119K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $72 | — |
| RELIASTAR LIFE INS. CO. | 41-0451140 | — | NONE | $0 | — |
Investments
1 direct security · 2 pooled funds· $16.2M(3% 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.
Pooled Separate Account
$16.2M
2 holdings
Uncategorized
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $16.2M | 3.2% | |
| [DFE: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY POOLED SA065 (extraction pending)] | — | — | — | $4K | <0.1% | |
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $4K | <0.1% |