Fariha Shafi signed University Health Physicians' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Health Physicians' EIN is 43-1009163.
Download the official 2024 Form 5500 (PDF) for University Health Physicians from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Health Physicians' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $69K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Traditional Annuity Accounts * TIAA Traditional Annuity Contract - Nonbenefit-Responsive | Mutual Funds | — | — | $47.3M | 18.6% | |
| Variable Annuity Accounts * CREF Stock R2 | Mutual Funds | — | $41K | $37.1M | 14.6% | |
| Vanguard TTL Stock Market Index Adm | Common Collective Trusts | — | $173K | $24.5M | 9.6% | |
| CREF Growth R2 | Mutual Funds | — | $29K | $15.3M | 6.0% | |
| American Funds 2040 Target R6 | Mutual Funds | — | $499K | $10.3M | 4.0% | |
| American Funds 2050 Target R6 | Mutual Funds | — | $363K | $7.6M | 3.0% | |
| CREF Equity Index R2 | Common Collective Trusts | — | $13K | $6.8M | 2.7% | |
| American Funds 2030 Target R6 | Mutual Funds | — | $390K | $6.7M | 2.7% | |
| Vanguard TTL International Stock Index Adm | Mutual Funds | — | $209K | $6.6M | 2.6% | |
| American Funds 2045 Target R6 | Mutual Funds | — | $302K | $6.4M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $13K | $6.0M | 2.4% | |
| American Europac Growth R6 | Other securities | — | $105K | $5.6M | 2.2% | |
| JP Morgan Equity Inc. Fund Class R6 | Common Stocks | — | $228K | $5.5M | 2.1% | |
| American Funds 2055 Target R6 | Mutual Funds | — | $180K | $4.8M | 1.9% | |
| TIAA Traditional Annuity Contract - Benefit-Responsive | Mutual Funds | — | — | $4.3M | 1.7% | |
| CREF Core Bond R2 | Mutual Funds | — | $30K | $4.1M | 1.6% | |
| CREF Stock R4 | Mutual Funds | — | $4K | $4.0M | 1.6% | |
| CREF Social Choice R2 | Mutual Funds | — | $11K | $4.0M | 1.6% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | $50K | $4.0M | 1.6% | |
| CREF Global Equities R2 | Mutual Funds | — | $11K | $3.9M | 1.5% | |
| Janus Enterprise Fund Class N | Mutual Funds | — | $26K | $3.7M | 1.5% | |
| American Century Mid Cap Value Fund Class R6 | Other securities | — | $227K | $3.5M | 1.4% | |
| CREF Growth R4 | Mutual Funds | — | $6K | $3.4M | 1.3% | |
| Vanguard TTL Bond Market Index Adm | Mutual Funds | — | $338K | $3.2M | 1.3% | |
| American Funds 2025 Target R6 | Mutual Funds | — | $206K | $3.1M | 1.2% | |
| American Funds 2035 Target R6 | Mutual Funds | — | $163K | $3.1M | 1.2% | |
| Goldman Sachs Bond Fund Institutional | Other securities | — | $282K | $2.5M | 1.0% | |
| DFA US Targeted Value Port Inst | Mutual Funds | — | $68K | $2.3M | 0.9% | |
| Cohen & Steers Inst Reality Shares | Other securities | — | $47K | $2.3M | 0.9% | |
| American Funds 2060 Target R6 | Mutual Funds | — | $114K | $2.0M | 0.8% | |
| CREF Social Choice R4 | Mutual Funds | — | $5K | $1.8M | 0.7% | |
| American Funds 2020 Target R6 | Mutual Funds | — | $134K | $1.8M | 0.7% | |
| TIAA Stable Value | Stable Value | — | — | $1.6M | 0.6% | |
| CREF Money Market R2 | Mutual Funds | — | $34K | $1.0M | 0.4% | |
| American Funds 2015 Target R6 | Mutual Funds | — | $80K | $984K | 0.4% | |
| Nuveen Money Market- Inst | Mutual Funds | — | $947K | $947K | 0.4% | |
| T. Rowe Price Dividend Grw I | Other securities | — | $12K | $903K | 0.4% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | $6K | $517K | 0.2% | |
| American Funds 2010 Target R6 | Mutual Funds | — | $39K | $450K | 0.2% | |
| Plan Loan Default Fund | Other securities | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $16K | — |
