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Original filing (PDF)20251014115952NAL0003864864001
BELLEVUE UNIVERSITY
Form 5500
FILING_RECEIVED
BELLEVUE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,357
Accounts w/ balance
1,422
Plan assets (EOY)
$91.0M
Net assets (EOY)
$91.0M
How this plan invests
This plan
1 pooled trust
Schedule D
64 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
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLEVUE UNIVERSITY.
Plan sponsor
Name
BELLEVUE UNIVERSITY
EIN
47-0491571
Address
1000 GALVIN ROAD SOUTH · BELLEVUE, NE · 68005
Phone
(402) 293-2000
Industry
Educational Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES, LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILVERSTONE ASSET MANAGEMENT INC | 20-1113894 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $185K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS, INC. | 82-3719843 | — | OTHER SERVICES | $350 | — |
Investments
63 direct securities · 1 pooled fund· $91.0M(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
$90.4M
63 holdings
Pooled Separate Account
$630K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal * Principal LifeTime 2030 Institutional Mutual Fund N/A | — | — | — | $11.4M | 12.5% | |
| Vanguard 500 Index Admiral Mutual Fund N/A | — | — | — | $8.5M | 9.4% | |
| Principal LifeTime 2040 Institutional Mutual Fund N/A | — | — | — | $7.3M | 8.0% | |
| Principal LifeTime 2045 Institutional Mutual Fund N/A | — | — | — | $5.9M | 6.5% | |
| Principal LifeTime 2035 Institutional Mutual Fund N/A | — | — | — | $5.8M | 6.3% | |
| TIAA * TIAA Traditional Non Benefit Responsive Traditional Annuity N/A | — | — | — | $5.2M | 5.7% | |
| Principal LifeTime 2050 Institutional Mutual Fund N/A | — | — | — | $4.7M | 5.2% | |
| Principal LifeTime 2020 Institutional Mutual Fund N/A | — | — | — | $4.0M | 4.3% | |
| CREF Growth R1 Variable Annuity N/A | — | — | — | $3.9M | 4.3% | |
| CREF * CREF Stock R1 Variable Annuity N/A | — | — | — | $3.9M | 4.3% | |
| Principal LifeTime 2025 Institutional Mutual Fund N/A | — | — | — | $3.7M | 4.1% | |
| Principal LifeTime 2055 Institutional Mutual Fund N/A | — | — | — | $3.1M | 3.4% | |
| Principal LargeCap Growth I Institutional Mutual Fund N/A | — | — | — | $3.1M | 3.4% | |
| Vanguard Mid Cap Index Admiral Mutual Fund N/A | — | — | — | $2.2M | 2.4% | |
| Vanguard Small Cap Index Admiral Mutual Fund N/A | — | — | — | $1.5M | 1.7% | |
| CREF Global Equities R1 Variable Annuity N/A | — | — | — | $1.4M | 1.6% | |
| Principal LifeTime 2060 Institutional Mutual Fund N/A | — | — | — | $1.3M | 1.4% | |
| CREF Equity Index R1 Variable Annuity N/A | — | — | — | $1.2M | 1.3% | |
| Vanguard Group - Vanguard Treasury Money Market Investor Fund Mutual Fund N/A | — | — | — | $1.0M | 1.1% | |
| Principal LifeTime Strategic Income Institutional Mutual Fund N/A | — | — | — | $908K | 1.0% | |
| Principal Fixed Income Guaranteed Option Group Annuity Contract N/A | — | — | — | $776K | 0.9% | |
| American Beacon Large Cap Value Institutional Mutual Fund N/A | — | — | — | $766K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $630K | 0.7% | |
| Lord Abbett Short Duration Income I Mutual Fund N/A | — | — | — | $613K | 0.7% | |
| Vanguard Developing Market Index Admiral Mutual Fund N/A | — | — | — | $609K | 0.7% | |
| American Century Mid-Cap Value I Mutual Fund N/A | — | — | — | $540K | 0.6% | |
| Principal High Income Institutional Mutual Fund N/A | — | — | — | $535K | 0.6% | |
| CREF Core Bond Account R1 Variable Annuity N/A | — | — | — | $527K | 0.6% | |
| Principal International Equity Index Institutional Mutual Fund N/A | — | — | — | $485K | 0.5% | |
| T. Rowe Price Diversified Mid Cap Growth Mutual Fund N/A | — | — | — | $474K | 0.5% | |
| TIAA-CREF Social Choice Equity Retirement Mutual Fund N/A | — | — | — | $472K | 0.5% | |
| Metropolitan West Total Return Bond I Mutual Fund N/A | — | — | — | $400K | 0.4% | |
| American Century Small Cap Growth Fund Mutual Fund N/A | — | — | — | $387K | 0.4% | |
| Principal LifeTime 2015 Institutional Mutual Fund N/A | — | — | — | $357K | 0.4% | |
| CREF Social Choice R1 Variable Annuity N/A | — | — | — | $355K | 0.4% | |
| Deutsche Real Estate Securities S Mutual Fund N/A | — | — | — | $326K | 0.4% | |
| Nuveen Emerging Markets Equity Index Fund Mutual Fund N/A | — | — | — | $318K | 0.3% | |
| CREF Money Market R1 Variable Annuity N/A | — | — | — | $307K | 0.3% | |
| Principal LifeTime 2065 Institutional Mutual Fund N/A | — | — | — | $287K | 0.3% | |
| American Beacon Small Cap Value Institutional Mutual Fund N/A | — | — | — | $195K | 0.2% | |
| TIAA Access Lifecycle 2030 T4 Variable Annuity N/A | — | — | — | $179K | 0.2% | |
| TIAA Traditional Benefit Responsive Traditional Annuity N/A | — | — | — | $156K | 0.2% | |
| CREF Inflation-Linked Bond R1 Variable Annuity N/A | — | — | — | $122K | 0.1% | |
| TIAA Access Lifecycle 2040 T4 Variable Annuity N/A | — | — | — | $115K | 0.1% | |
| TIAA Access Quant Small-Cap Equity T4 Variable Annuity N/A | — | — | — | $107K | 0.1% | |
| TIAA Access Lifecycle 2050 T4 Variable Annuity N/A | — | — | — | $106K | 0.1% | |
| TIAA Access Lifecycle Retirement Income T4 Variable Annuity N/A | — | — | — | $95K | 0.1% | |
| TIAA Access Core Plus Bond T4 Variable Annuity N/A | — | — | — | $89K | <0.1% | |
| TIAA Access Lifecycle 2045 T4 Variable Annuity N/A | — | — | — | $87K | <0.1% | |
| TIAA Access Large-Cap Value T4 Variable Annuity N/A | — | — | — | $86K | <0.1% | |
| TIAA Access Small-Cap Blend Index T4 Variable Annuity N/A | — | — | — | $79K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 Variable Annuity N/A | — | — | — | $77K | <0.1% | |
| TIAA Access International Equity T4 Variable Annuity N/A | — | — | — | $73K | <0.1% | |
| TIAA Access Large-Cap Growth T4 (Level 4) Variable Annuity N/A | — | — | — | $66K | <0.1% | |
| TIAA Access Real Estate Securities T4 Variable Annuity N/A | — | — | — | $61K | <0.1% | |
| TIAA Access Mid-Cap Value T4 Variable Annuity N/A | — | — | — | $55K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 Variable Annuity N/A 28 * TIAA Access Mid-Cap GrowthT4 Variable Annuity N/A | — | — | — | $37K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 Variable Annuity N/A | — | — | — | $37K | <0.1% | |
| Principal LifeTime 2070 Institutional Mutual Fund N/A | — | — | — | $21K | <0.1% | |
| TIAA Access Lifecycle 2015 T4 Variable Annuity N/A | — | — | — | $20K | <0.1% | |
| TIAA Access Core Equity T4 Variable Annuity N/A | — | — | — | $3K | <0.1% | |
| TIAA Access Equity Index T4 Variable Annuity N/A | — | — | — | $3K | <0.1% | |
| TIAA Access Social Choice Equity T4 Variable Annuity N/A | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2010 T4 Variable Annuity N/A | — | — | — | $1K | <0.1% |
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