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Original filing (PDF)20260204234153NAL0004207969001
JACKSONVILLE UNIVERSITY
Form 5500
FILING_RECEIVED
JACKSONVILLE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 14.6 moNo recordkeeper disclosed
Active participants
400
Accounts w/ balance
810
Plan assets (EOY)
$77.4M
Net assets (EOY)
$77.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 14.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSONVILLE UNIVERSITY.
Plan sponsor
Name
JACKSONVILLE UNIVERSITY
EIN
59-0624412
Address
2800 UNIVERSITY BLVD NORTH · JACKSONVILLE, FL · 322113321
Phone
(904) 256-7025
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2026-02-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSRUANCE AND ANNUI | 13-1624203 | — | NONE | $68K | — |
| THE VARIABLE ANNUITY LIFE INS CO | 74-1625348 | — | NONE | $20K | — |
Investments
1 pooled fund· $1.8M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.8M | 2.4% |