How big is Bellevue University's plan?

Bellevue University's plan reported $91.0M in assets and 1,357 participants for 2024.

Original filing (PDF)20251014115952NAL0003864864001

Bellevue University

Name: Bellevue University — Bellevue University Defined, Form 5500 (2024)
Creator: Bellevue University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bellevue University Defined Contribution Retirement Plan

403(b) retirement plan · Bellevue University's Bellevue University Defined Contribution Retirement Plan held $91.0M in plan assets for 1,357 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,357

Accounts w/ balance

1,422

Plan assets (EOY)

$91.0M

Net assets (EOY)

$91.0M

People on this filing

Isaiah Brown signed Bellevue University's 2024 Form 5500 as plan administrator.

Isaiah Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bellevue University's EIN is 47-0491571.

EIN 47-0491571

Plan number 001

Plan year 2024

ACK ID 20251014115952NAL0003864864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bellevue University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bellevue University's plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELLEVUE UNIVERSITY.

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How this plan invests

This plan

1 pooled trust

Schedule D

63 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 10K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

BELLEVUE UNIVERSITY

EIN

all filings

Address

1000 GALVIN ROAD SOUTH · BELLEVUE, NE · 68005

Phone

(402) 293-2000

Industry

Educational Services

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$185K	—
ASCENSUS HOLDINGS, INC.	82-3719843	—	OTHER SERVICES	$350	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SILVERSTONE ASSET MANAGEMENT INC

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.

Other securities

$55.4M

22 holdings

Mutual Funds

$23.7M

35 holdings

Common Collective Trusts

$10.6M

5 holdings

Common Stocks

$776K

1 holding

Pooled Separate Account

$630K

1 holding

					% of plan
Principal * Principal LifeTime 2030 Institutional Mutual Fund N/A	Other securities	—	—	$11.4M	12.5%
Vanguard 500 Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$8.5M	9.4%
Principal LifeTime 2040 Institutional Mutual Fund N/A	Other securities	—	—	$7.3M	8.0%
Principal LifeTime 2045 Institutional Mutual Fund N/A	Other securities	—	—	$5.9M	6.5%
Principal LifeTime 2035 Institutional Mutual Fund N/A	Other securities	—	—	$5.8M	6.3%
TIAA * TIAA Traditional Non Benefit Responsive Traditional Annuity N/A	Mutual Funds	—	—	$5.2M	5.7%
Principal LifeTime 2050 Institutional Mutual Fund N/A	Other securities	—	—	$4.7M	5.2%
Principal LifeTime 2020 Institutional Mutual Fund N/A	Other securities	—	—	$4.0M	4.3%
CREF Growth R1 Variable Annuity N/A	Mutual Funds	—	—	$3.9M	4.3%
CREF * CREF Stock R1 Variable Annuity N/A	Mutual Funds	—	—	$3.9M	4.3%
Principal LifeTime 2025 Institutional Mutual Fund N/A	Other securities	—	—	$3.7M	4.1%
Principal LifeTime 2055 Institutional Mutual Fund N/A	Other securities	—	—	$3.1M	3.4%
Principal LargeCap Growth I Institutional Mutual Fund N/A	Other securities	—	—	$3.1M	3.4%
Vanguard Mid Cap Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$2.2M	2.4%
Vanguard Small Cap Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1.5M	1.7%
CREF Global Equities R1 Variable Annuity N/A	Mutual Funds	—	—	$1.4M	1.6%
Principal LifeTime 2060 Institutional Mutual Fund N/A	Other securities	—	—	$1.3M	1.4%
CREF Equity Index R1 Variable Annuity N/A	Common Collective Trusts	—	—	$1.2M	1.3%
Vanguard Group - Vanguard Treasury Money Market Investor Fund Mutual Fund N/A	Mutual Funds	—	—	$1.0M	1.1%
Principal LifeTime Strategic Income Institutional Mutual Fund N/A	Other securities	—	—	$908K	1.0%
Principal Fixed Income Guaranteed Option Group Annuity Contract N/A	Common Stocks	—	—	$776K	0.9%
American Beacon Large Cap Value Institutional Mutual Fund N/A	Other securities	—	—	$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	Mutual Funds	—	—	$613K	0.7%
Vanguard Developing Market Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$609K	0.7%
American Century Mid-Cap Value I Mutual Fund N/A	Other securities	—	—	$540K	0.6%
Principal High Income Institutional Mutual Fund N/A	Other securities	—	—	$535K	0.6%
CREF Core Bond Account R1 Variable Annuity N/A	Mutual Funds	—	—	$527K	0.6%
Principal International Equity Index Institutional Mutual Fund N/A	Common Collective Trusts	—	—	$485K	0.5%
T. Rowe Price Diversified Mid Cap Growth Mutual Fund N/A	Other securities	—	—	$474K	0.5%
TIAA-CREF Social Choice Equity Retirement Mutual Fund N/A	Mutual Funds	—	—	$472K	0.5%
Metropolitan West Total Return Bond I Mutual Fund N/A	Other securities	—	—	$400K	0.4%
American Century Small Cap Growth Fund Mutual Fund N/A	Other securities	—	—	$387K	0.4%
Principal LifeTime 2015 Institutional Mutual Fund N/A	Other securities	—	—	$357K	0.4%
CREF Social Choice R1 Variable Annuity N/A	Mutual Funds	—	—	$355K	0.4%
Deutsche Real Estate Securities S Mutual Fund N/A	Other securities	—	—	$326K	0.4%
Nuveen Emerging Markets Equity Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$318K	0.3%
CREF Money Market R1 Variable Annuity N/A	Mutual Funds	—	—	$307K	0.3%
Principal LifeTime 2065 Institutional Mutual Fund N/A	Other securities	—	—	$287K	0.3%
American Beacon Small Cap Value Institutional Mutual Fund N/A	Other securities	—	—	$195K	0.2%
TIAA Access Lifecycle 2030 T4 Variable Annuity N/A	Mutual Funds	—	—	$179K	0.2%
TIAA Traditional Benefit Responsive Traditional Annuity N/A	Mutual Funds	—	—	$156K	0.2%
CREF Inflation-Linked Bond R1 Variable Annuity N/A	Mutual Funds	—	—	$122K	0.1%
TIAA Access Lifecycle 2040 T4 Variable Annuity N/A	Mutual Funds	—	—	$115K	0.1%
TIAA Access Quant Small-Cap Equity T4 Variable Annuity N/A	Mutual Funds	—	—	$107K	0.1%
TIAA Access Lifecycle 2050 T4 Variable Annuity N/A	Mutual Funds	—	—	$106K	0.1%
TIAA Access Lifecycle Retirement Income T4 Variable Annuity N/A	Mutual Funds	—	—	$95K	0.1%
TIAA Access Core Plus Bond T4 Variable Annuity N/A	Mutual Funds	—	—	$89K	<0.1%
TIAA Access Lifecycle 2045 T4 Variable Annuity N/A	Mutual Funds	—	—	$87K	<0.1%
TIAA Access Large-Cap Value T4 Variable Annuity N/A	Mutual Funds	—	—	$86K	<0.1%