Back to filter
Original filing (PDF)20251009085134NAL0006707297001
ILLINOIS WESLEYAN UNIVERSITY
Form 5500
FILING_RECEIVED
EMERITI RETIREE HEALTH PLAN FOR ILLINOIS WESLEYAN UNIVERSITY
Health & welfare plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
137
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Registered Investment Companies Vanguard Target Retirement 2025" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ILLINOIS WESLEYAN UNIVERSITY.
Plan sponsor
Name
ILLINOIS WESLEYAN UNIVERSITY
EIN
37-0662594
Address
1312 PARK STREET · BLOOMINGTON, IL · 61701
Phone
(309) 556-3536
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
575
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ILLINOIS WESLEYAN UNIVERSITY | 04-7026325 | — | PLAN SPONSOR | $15K | — |
Investments
10 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Retirement 2025 | — | — | — | $1.3M | 26.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.2M | 22.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $825K | 16.2% | |
| Schwab US Treasury Money Ultra | — | — | — | $737K | 14.5% | |
| Vanguard Target Retirement 2055 | — | — | — | $557K | 10.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $351K | 6.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $48K | 1.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $39K | 0.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $25K | 0.5% | |
| Vanguard Target Retirement 2050 | — | — | — | $20K | 0.4% |