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Original filing (PDF)20251015192436NAL0010937090002
WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT
Form 5500
FILING_RECEIVED
WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
395
Plan assets (EOY)
$65.2M
Net assets (EOY)
$65.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
69 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT.
Plan sponsor
Name
WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT
EIN
55-0779739
Address
3110 MACCORKLE AVENUE, SE · CHARLESTON, WV · 253041210
Phone
(304) 347-1297
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | — | $37K | — |
Investments
64 direct securities · 6 pooled funds· $68.8M(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
$47.5M
62 holdings
Common Collective Trust
$13.8M
4 holdings
Pooled Separate Account
$4.0M
2 holdings
Pooled Separate Accounts
$3.1M
1 holding
Mutual Funds
$414K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB SmartRetire 2040 Fd CF | — | — | — | $7.3M | 11.3% | |
| JPMCB SMARTRETIRE 2035 FD CF TIAA-CREF · EIN 13-1624203 / PN 001 | Common Collective Trust | — | — | $5.8M | 8.9% | |
| JPMCB SmartRetire 2030 Fd CF | — | — | — | $5.2M | 7.9% | |
| JPMCB SmartRetire 2045 Fd CF | — | — | — | $4.9M | 7.5% | |
| Vanguard 500 Idx Adm | — | — | — | $4.1M | 6.3% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $3.9M | 6.0% | |
| JPMCB SMARTRETIRE 2020 FD CF TIAA-CREF · EIN 13-1624203 / PN 001 | Common Collective Trust | — | — | $3.8M | 5.8% | |
| VARIABLE ANNUITY LIFE INSURANCE COM VALIC · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $3.6M | 5.5% | |
| JPMCB SMARTRETIRE 2050 FD CF TIAA-CREF · EIN 13-1624203 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.2% | |
| s * CREF Stock R1 | Pooled Separate Accounts | — | — | $3.1M | 4.7% | |
| TIAA Stable Value | — | — | — | $2.9M | 4.4% | |
| JPMCB SmartRetire 2025 Fd CF | — | — | — | $2.5M | 3.8% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $2.0M | 3.1% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $1.4M | 2.1% | |
| Vanguard Wellesley Income Adm | — | — | — | $1.2M | 1.8% | |
| JPMCB SMARTRETIRE INC FD CF TIAA-CREF · EIN 13-1624203 / PN 001 | Common Collective Trust | — | — | $865K | 1.3% | |
| JPMCB SmartRetire 2055 Fd CF | — | — | — | $827K | 1.3% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $788K | 1.2% | |
| ClearBridge Large Cp Growth IS | — | — | — | $686K | 1.1% | |
| CREF Growth R1 | — | — | — | $621K | 1.0% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $602K | 0.9% | |
| VALIC Fixed Account Plus | — | — | — | $553K | 0.8% | |
| Deutsche Real Estate Sec R6 | — | — | — | $532K | 0.8% | |
| CREF Global Equities R1 | — | — | — | $521K | 0.8% | |
| VALIC Stock Index Fund | — | — | — | $502K | 0.8% | |
| Allspring Spec Md Cp Val R6 | — | — | — | $466K | 0.7% | |
| VALIC Vanguard Windsor II | — | — | — | $441K | 0.7% | |
| Columbia Overseas Value Inst 3 | — | — | — | $433K | 0.7% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $414K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $396K | 0.6% | |
| VALIC Mid Cap Value Fund | — | — | — | $349K | 0.5% | |
| CREF Equity Index R1 | — | — | — | $332K | 0.5% | |
| PGIM High Yield R6 | — | — | — | $297K | 0.5% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $291K | 0.4% | |
| CREF Money Market R1 | — | — | — | $281K | 0.4% | |
| VALIC Core Bond Fund | — | — | — | $270K | 0.4% | |
| Western Asset Core Bond IS | — | — | — | $254K | 0.4% | |
| Janus Henderson Venture N | — | — | — | $224K | 0.3% | |
| Invesco Diversified Divid R6 | — | — | — | $223K | 0.3% | |
| American Funds New World R6 | — | — | — | $222K | 0.3% | |
| VALIC Small Cap Index Fund | — | — | — | $210K | 0.3% | |
| CREF Social Choice R1 | — | — | — | $203K | 0.3% | |
| VALIC Growth Fund | — | — | — | $195K | 0.3% | |
| Delaware Small Cap Value R6 | — | — | — | $185K | 0.3% | |
| VALIC Mid Cap Strategic Growth | — | — | — | $184K | 0.3% | |
| CREF Core Bond R1 | — | — | — | $163K | 0.2% | |
| JPMCB SmartRetire 2060 Fd CF | — | — | — | $153K | 0.2% | |
| VALIC International Growth I Fund | — | — | — | $153K | 0.2% | |
| VALIC Vanguard Wellington Fund, Inc | — | — | — | $100K | 0.2% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $98K | 0.2% | |
| VALIC International Equities Fund | — | — | — | $95K | 0.1% | |
| Eaton Vance Atl Cap SMID Ca R6 | — | — | — | $86K | 0.1% | |
| VALIC Government Money Market Fund | — | — | — | $76K | 0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $74K | 0.1% | |
| VALIC Ariel Fund | — | — | — | $73K | 0.1% | |
| PIMCO Intl Bd USDolHed Inst | — | — | — | $69K | 0.1% | |
| VALIC Emerging Economies | — | — | — | $54K | <0.1% | |
| VALIC VC I Capital Appreciation | — | — | — | $37K | <0.1% | |
| VALIC Vanguard Long-Term Investment Grade Fund | — | — | — | $35K | <0.1% | |
| VALIC Systematic Growth Fund 358 * VALIC Socially Responsible Fund | — | — | — | $33K | <0.1% | |
| VALIC International Value Fund | — | — | — | $29K | <0.1% | |
| VALIC Inflation Protection Fund | — | — | — | $27K | <0.1% | |
| VALIC Vanguard Long-Term Treasury | — | — | — | $27K | <0.1% | |
| VALIC International Socially Responsible Fund | — | — | — | $26K | <0.1% | |
| VALIC Global Real Estate Fund | — | — | — | $23K | <0.1% | |
| VALIC High Yield Bond Fund | — | — | — | $13K | <0.1% | |
| VALIC International Opportunities | — | — | — | $10K | <0.1% | |
| VALIC Dividend Value | — | — | — | $9K | <0.1% | |
| VALIC Small Cap Value Fund | — | — | — | $5K | <0.1% | |
| VALIC Government Securities Fund | — | — | — | $3K | <0.1% |