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Original filing (PDF)20251008102424NAL0005692257001
WVU HEALTH SYSTEM
Form 5500
FILING_RECEIVED
WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN
403(b) retirement plan
Active participants
2,091
Accounts w/ balance
2,608
Plan assets (EOY)
$327.7M
Net assets (EOY)
$327.7M
How this plan invests
This plan
1 pooled trust
Schedule D
82 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WVU HEALTH SYSTEM.
Plan sponsor
Name
WVU HEALTH SYSTEM
EIN
55-0492006
Address
3040 UNIVERSITY AVE · MORGANTOWN, WV · 26505
Phone
(304) 598-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $158K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 92-1819393 | — | INVESTMENT ADVISOR | $29K | — |
| VALIC | 74-1625348 | — | INVESTMENT MANAGEMENT | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $13K | — |
Investments
81 direct securities · 1 pooled fund· $327.7M(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
$265.4M
79 holdings
Mutual Funds
$33.0M
1 holding
Guaranteed Income / GIC
$28.2M
1 holding
Pooled Separate Account
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index N/R | Mutual Funds | — | — | $33.0M | 10.1% | |
| American Funds American Funds Target Date 2050 R6 N/R | — | — | — | $28.5M | 8.7% | |
| s * TIAA Traditional Annuity Account N/R | Guaranteed Income / GIC | — | — | $28.2M | 8.6% | |
| American Funds American Funds Target Date 2040 R6 N/R | — | — | — | $27.4M | 8.4% | |
| American Funds American Funds Target Date 2045 R6 N/R | — | — | — | $25.7M | 7.8% | |
| American Funds American Funds Target Date 2030 R6 N/R | — | — | — | $24.3M | 7.4% | |
| American Funds American Funds Target Date 2035 R6 N/R | — | — | — | $19.9M | 6.1% | |
| American Funds American Funds Target Date 2055 R6 N/R | — | — | — | $16.5M | 5.0% | |
| Registered Investment Companies * CREF Stock Account N/R | — | — | — | $16.1M | 4.9% | |
| American Funds American Funds Target Date 2025 R6 N/R | — | — | — | $11.9M | 3.6% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $11.7M | 3.6% | |
| American Funds American Funds Target Date 2020 R6 N/R | — | — | — | $7.5M | 2.3% | |
| Vanguard Developing Market Indx IS N/R | — | — | — | $6.5M | 2.0% | |
| Corebridge Fixed Account Plus N/R | — | — | — | $5.0M | 1.5% | |
| Vanguard Federal Money Market Fund N/R | — | — | — | $4.7M | 1.4% | |
| Fidelity Mid Cap Index N/R | — | — | — | $4.3M | 1.3% | |
| Fidelity Small Cap Index N/R | — | — | — | $4.3M | 1.3% | |
| CREF Growth Account N/R | — | — | — | $4.2M | 1.3% | |
| American Funds American Funds Target Date 2060 R6 N/R | — | — | — | $3.8M | 1.2% | |
| Vanguard Total Bond Market Inst N/R | — | — | — | $3.6M | 1.1% | |
| Dodge & Cox Dodge & Cox Stock N/R | — | — | — | $3.4M | 1.0% | |
| Fidelity Contrafund K6 N/R | — | — | — | $3.2M | 1.0% | |
| Pioneer Bond Y N/R | — | — | — | $2.5M | 0.8% | |
| CREF Global Equities Account N/R | — | — | — | $2.4M | 0.7% | |
| Public Investment Fund PIF Real Estate Sec IS N/R | — | — | — | $1.9M | 0.6% | |
| MassMutual Select Mid Cap Growth R5 N/R | — | — | — | $1.7M | 0.5% | |
| Fidelity Small Cap Growth Index N/R | — | — | — | $1.7M | 0.5% | |
| Victory S Established Value R N/R | — | — | — | $1.7M | 0.5% | |
| American Funds American Funds Target Date 2010 R6 N/R | — | — | — | $1.6M | 0.5% | |
| CREF Equity Index Account N/R | — | — | — | $1.6M | 0.5% | |
| American Funds American Funds Target Date 2015 R5E N/R | — | — | — | $1.5M | 0.5% | |
| BlackRock High Yield Bond Inst N/R | — | — | — | $1.5M | 0.5% | |
| PIMCO Investment Income N/R | — | — | — | $1.3M | 0.4% | |
| MFS International Intrinsic Val R3 N/R | — | — | — | $1.2M | 0.4% | |
| Corebridge Science & Technology Fund N/R | — | — | — | $1.1M | 0.3% | |
| TIAA REAL ESTATE TIAA- CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 0.3% | |
| Wells Fargo Wells Fargo Special Small Calp Value IS N/R | — | — | — | $1.0M | 0.3% | |
| Participant Loans Interest rates: 3.00% - 9.50% $0 | — | — | — | $980K | 0.3% | |
| Oppenheimer Invesco Oppenheimer Intl Small-Mid Y N/R | — | — | — | $956K | 0.3% | |
| CREF Money Market Account N/R | — | — | — | $951K | 0.3% | |
| Corebridge Stock Index Fund N/R | — | — | — | $920K | 0.3% | |
| Vanguard Inttl Growth Adm N/R | — | — | — | $911K | 0.3% | |
| American Century American Century Inc & Growth I N/R | — | — | — | $718K | 0.2% | |
| Corebridge Growth Fund N/R | — | — | — | $605K | 0.2% | |
| CREF Core Bond Market Account N/R | — | — | — | $593K | 0.2% | |
| CREF Social Choice Account N/R | — | — | — | $514K | 0.2% | |
| CREF Inflation-Linked Bond Account N/R | — | — | — | $353K | 0.1% | |
| Fidelity Infl Pr Bond Index N/R | — | — | — | $351K | 0.1% | |
| American Funds American Funds Target Date 2065 R6 N/R | — | — | — | $305K | <0.1% | |
| Corebridge Large Capital Growth N/R | — | — | — | $254K | <0.1% | |
| Corebridge Growth & Income Fund N/R | — | — | — | $226K | <0.1% | |
| Corebridge Small Cap Index Fund N/R | — | — | — | $189K | <0.1% | |
| Corebridge Vanguard Long-Term Inv-Grade Fund N/R | — | — | — | $182K | <0.1% | |
| Corebridge Small Cap Growth Fund N/R | — | — | — | $153K | <0.1% | |
| Corebridge Mid Cap Index Fund N/R | — | — | — | $145K | <0.1% | |
| Fidelity Puritan K N/R | — | — | — | $137K | <0.1% | |
| Corebridge Mid Cap Strategic Gwth N/R | — | — | — | $134K | <0.1% | |
| Corebridge Vanguard Windsor II N/R | — | — | — | $125K | <0.1% | |
| Corebridge International Growth Fund N/R | — | — | — | $103K | <0.1% | |
| Corebridge Ariel Fund N/R | — | — | — | $71K | <0.1% | |
| Corebridge Ariel Appreciation Fund N/R | — | — | — | $69K | <0.1% | |
| Lincoln Stable Value N/R | — | — | — | $66K | <0.1% | |
| Corebridge Aggressive Growth Lifestyle N/R | — | — | — | $64K | <0.1% | |
| Corebridge Core Bond Fund N/R | — | — | — | $63K | <0.1% | |
| Corebridge Vanguard Long-Term Treasury N/R | — | — | — | $34K | <0.1% | |
| Corebridge Asset Allocation Fund N/R | — | — | — | $28K | <0.1% | |
| Corebridge International Equities Fund N/R | — | — | — | $13K | <0.1% | |
| Corebridge Emerging Economies N/R | — | — | — | $7K | <0.1% | |
| Corebridge Inflation Protected Fund N/R | — | — | — | $6K | <0.1% | |
| Corebridge Mid Cap Value Fund N/R | — | — | — | $5K | <0.1% | |
| Corebridge High Yield Bond Fund N/R | — | — | — | $5K | <0.1% | |
| Corebridge Socially Responsible Fund N/R | — | — | — | $4K | <0.1% | |
| Corebridge Foreign Value N/R | — | — | — | $4K | <0.1% | |
| Corebridge Global Social Awareness Fund N/R | — | — | — | $4K | <0.1% | |
| Corebridge Global Strategy N/R | — | — | — | $4K | <0.1% | |
| Corebridge Small Cap Value Fund N/R | — | — | — | $4K | <0.1% | |
| Corebridge Blue Chip Growth Fund N/R | — | — | — | $3K | <0.1% | |
| Corebridge International Opportunities N/R | — | — | — | $3K | <0.1% | |
| Corebridge Government Securities Fund N/R | — | — | — | $2K | <0.1% | |
| Corebridge VALIC I Captial Appreciation Fund N/R | — | — | — | $2K | <0.1% | |
| Corebridge Global Real Estate Fund N/R | — | — | — | $1K | <0.1% | |
| Corebridge Vanguard Wellington Fund, Inc. N/R | — | — | — | $1K | <0.1% |