Original filing (PDF)20251015192436NAL0010937090003

WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT

Name: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT — WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN, Form 5500 (2024)
Creator: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT

Form 5500

FILING_RECEIVED

WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

214

Plan assets (EOY)

$34.2M

Net assets (EOY)

$34.2M

How this plan invests

This plan

3 pooled trusts

Schedule D

118 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 (4 bps vs 29 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-TEACHERS INSURANCE AND ANNUITY	13-1624203	NEW YORK, NY	—	$14K	—

Investments

117 direct securities · 3 pooled funds· $36.0M(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

$32.8M

115 holdings

Pooled Separate Account

$2.1M

3 holdings

Pooled Separate Accounts

$797K

1 holding

Mutual Funds

$276K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Growth Company	—	—	—	$3.8M	11.2%
Vanguard 500 Idx Adm	—	—	—	$2.6M	7.7%
JPMorgan SmtRtm Inc Fd Cla R6	—	—	—	$2.2M	6.4%
JPMorgan SmtRtm 2040 Fd Cla R6	—	—	—	$1.8M	5.3%
VARIABLE ANNUITY LIFE INSURANCE VALIC · EIN 74-1625348 / PN 002	Pooled Separate Account	—	—	$1.8M	5.3%
JPMorgan SmtRtm 2045 Fd Cla R6	—	—	—	$1.6M	4.6%
CREF Global Equities R1	—	—	—	$1.4M	4.1%
JPMorgan SmtRtm 2050 Fd Cla R6	—	—	—	$1.2M	3.4%
TIAA Traditional Benefit Responsive	—	—	—	$938K	2.7%
Fidelity Contrafund	—	—	—	$856K	2.5%
Vanguard Ttl Intl Stk Idx Adm	—	—	—	$853K	2.5%
JPMorgan SmtRtm 2035 Fd Cla R6	—	—	—	$843K	2.5%
JPMorgan SmtRtm 2030 Fd Cla R6	—	—	—	$826K	2.4%
JPMorgan SmtRtm 2020 Fd Cla R6	—	—	—	$819K	2.4%
s * CREF Stock R1	Pooled Separate Accounts	—	—	$797K	2.3%
Vanguard Small-Cap Idx Adm	—	—	—	$709K	2.1%
Vanguard Mid-Cap Idx Adm	—	—	—	$703K	2.1%
Vanguard Wellesley Income Adm	—	—	—	$627K	1.8%
CREF Social Choice R1	—	—	—	$608K	1.8%
TIAA Stable Value	—	—	—	$589K	1.7%
ClearBridge Large Cp Growth IS	—	—	—	$541K	1.6%
JPMorgan SmtRtm 2025 Fd Cla R6	—	—	—	$530K	1.5%
CREF Growth R1	—	—	—	$469K	1.4%
JPMorgan Smt Ret 2055 Fd R6	—	—	—	$454K	1.3%
Fidelity Capital & Income	—	—	—	$445K	1.3%
CREF Core Bond R1	—	—	—	$380K	1.1%
Vanguard Ttl Bd Mkt Idx Adm	—	—	—	$339K	1.0%
Fidelity Infl Pr Bd Idx	—	—	—	$331K	1.0%
Deutsche Real Estate Sec R6	—	—	—	$317K	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$308K	0.9%
American Funds EuroPac Growth R6	Mutual Funds	—	—	$276K	0.8%
Fidelity Govt Mmkt	—	—	—	$276K	0.8%
Western Asset Core Bond IS	—	—	—	$250K	0.7%
Fidelity Freedom 2035	—	—	—	$233K	0.7%
Vanguard Infl Protect Sec Adm	—	—	—	$221K	0.6%
PGIM High Yield R6	—	—	—	$211K	0.6%
Fidelity Freedom 2040	—	—	—	$197K	0.6%
Wells Fargo Spec Md Cp Val R6	—	—	—	$196K	0.6%
Fidelity Sel Healthcare	—	—	—	$194K	0.6%
VALIC Fixed Account Plus	—	—	—	$190K	0.6%
VALIC Vanguard Wellington Fund Inc	—	—	—	$188K	0.5%
VALIC Stock Index Fund	—	—	—	$186K	0.5%
Columbia Overseas Value Inst 3	—	—	—	$155K	0.5%
CREF Inflation-Linked Bond R1	—	—	—	$154K	0.4%
Fidelity Mid Cap Stock	—	—	—	$142K	0.4%
VALIC Growth & Income Fund	—	—	—	$135K	0.4%
VALIC Science & Technology Fund	—	—	—	$133K	0.4%
VALIC Small Cap Index Fund	—	—	—	$129K	0.4%
Fidelity Float Rt Hi Inc	—	—	—	$120K	0.3%
Fidelity Otc Portfolio	—	—	—	$111K	0.3%
Fidelity Small Cap Stock	—	—	—	$109K	0.3%
VALIC Vanguard Windsor Ii	—	—	—	$107K	0.3%
Fidelity Diversifd Intl	—	—	—	$101K	0.3%
VALIC Mid Cap Value Fund	—	—	—	$96K	0.3%
American Funds New World R6	—	—	—	$91K	0.3%
VALIC International Growth Fund	—	—	—	$86K	0.3%
VALIC Mid Cap Index Fund	—	—	—	$85K	0.2%
Invesco Diversified Divid R6	—	—	—	$79K	0.2%
Fidelity Ltd Term Govt	—	—	—	$74K	0.2%
Fidelity Freedom 2045	—	—	—	$73K	0.2%
Janus Henderson Venture N	—	—	—	$72K	0.2%
TIAA Traditional Non Benefit Responsive	—	—	—	$71K	0.2%
PIMCO Intl Bd USDolHed Inst	—	—	—	$70K	0.2%
VALIC Systematic Core Fund 18 * VALIC Systematic Growth Fund 238 * VALIC Systematic Value 5 * VALIC Us Socially Responsible Fund	—	—	—	$69K	0.2%
Fidelity Strat Div & Inc	—	—	—	$69K	0.2%
VALIC Dividend Value 404 * VALIC Emerging Economies	—	—	—	$64K	0.2%
Fidelity Balanced	—	—	—	$61K	0.2%
VALIC Mid Cap Strategic Growth	—	—	—	$59K	0.2%
Delaware Small Cap Value R6	—	—	—	$57K	0.2%
VALIC Core Bond Fund	—	—	—	$56K	0.2%
Fidelity Worldwide	—	—	—	$56K	0.2%
Fidelity Low Priced Stk	—	—	—	$56K	0.2%
Fidelity Strategic Income	—	—	—	$49K	0.1%
Fidelity Sel Gold	—	—	—	$48K	0.1%
VALIC Large Capital Growth	—	—	—	$47K	0.1%
CREF Equity Index R1	—	—	—	$42K	0.1%
Eaton Vance Atl Cap SMID Ca R6	—	—	—	$42K	0.1%
Fidelity Freedom 2025	—	—	—	$41K	0.1%
Fidelity Sel Technology	—	—	—	$41K	0.1%
Fidelity Freedom 2010	—	—	—	$36K	0.1%
VALIC Aggressive Growth Lifestyle	—	—	—	$36K	0.1%
Fidelity Sel Energy	—	—	—	$35K	0.1%
Fidelity Total Mkt Idx	—	—	—	$35K	0.1%
VALIC Internatl Equities Index Fund	—	—	—	$33K	<0.1%
Fidelity Value	—	—	—	$32K	<0.1%
Fidelity Intermed Bond	—	—	—	$31K	<0.1%
VALIC Intl Opportunities	—	—	—	$31K	<0.1%
Fidelity Intl Index	—	—	—	$29K	<0.1%
CREF Money Market R1	—	—	—	$26K	<0.1%
Fidelity Asset Mgr 30%	—	—	—	$24K	<0.1%
Fidelity Mortgage Sec	—	—	—	$24K	<0.1%
Fidelity Capital Apprec	—	—	—	$23K	<0.1%
Fidelity Growth & Inc	—	—	—	$23K	<0.1%
Fidelity New Millen	—	—	—	$22K	<0.1%
Fidelity Asset Mgr 20%	—	—	—	$22K	<0.1%
Fidelity Sm Cap Discovery	—	—	—	$18K	<0.1%
VALIC Short Term Fixed Account	—	—	—	$16K	<0.1%
Fidelity High Income	—	—	—	$15K	<0.1%
Fidelity Invst Gr Bd	—	—	—	$14K	<0.1%
VALIC Inflation Protected Fund	—	—	—	$14K	<0.1%
Fidelity Magellan	—	—	—	$13K	<0.1%
Fidelity Asset Mgr 50%	—	—	—	$12K	<0.1%
VALIC High Yield Bond Fund	—	—	—	$11K	<0.1%
Fidelity Asset Mgr 40%	—	—	—	$11K	<0.1%
Fidelity Us Bond Idx	—	—	—	$11K	<0.1%
JPMorgan SmartRetmt 2060 R6	—	—	—	$10K	<0.1%
Fidelity Mid Cap Idx	—	—	—	$9K	<0.1%
Fidelity Sm Cap Idx	—	—	—	$9K	<0.1%
VALIC Small Cap Value Fund	—	—	—	$8K	<0.1%
VALIC Intl Socially Responsible	—	—	—	$8K	<0.1%
Fidelity Canada	—	—	—	$8K	<0.1%
Fidelity GNMA	—	—	—	$7K	<0.1%
VALIC International Value Fund	—	—	—	$6K	<0.1%
Fidelity Emrg Mkts Idx	—	—	—	$5K	<0.1%
Fidelity Real Estate Idx	—	—	—	$4K	<0.1%
VALIC Global Real Estate Fund	—	—	—	$3K	<0.1%
VALIC Government Money Mkt FD Inst	—	—	—	$3K	<0.1%
VALIC VC I Capital Appreciation	—	—	—	$3K	<0.1%
VARIABLE ANNUITY LIFE INSURANCE VALIC · EIN 74-1625348 / PN 001	Pooled Separate Account	—	—	$3K	<0.1%
Fidelity Freedom 2030	—	—	—	$1K	<0.1%