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Original filing (PDF)20251013141845NAL0000701347001
THE UNIVERSITY OF TAMPA
Form 5500
FILING_RECEIVED
THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,651
Accounts w/ balance
1,661
Plan assets (EOY)
$226.8M
Net assets (EOY)
$226.8M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY OF TAMPA.
Plan sponsor
Name
THE UNIVERSITY OF TAMPA
EIN
59-0624459
Address
401 WEST KENNEDY BLVD · TAMPA, FL · 336061450
Phone
(813) 253-6237
Industry
Educational Servicessee 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
2025-10-13
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON ALLEN LARSON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $72K | — |
| SEGAL ADVISORS, INC | 13-2646110 | — | NONE | $53K | — |
Investments
39 direct securities · 1 pooled fund· $226.8M(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
$218.9M
39 holdings
Pooled Separate Account
$7.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $31.9M | 14.1% | |
| CREF Stock R2 | — | — | — | $25.2M | 11.1% | |
| CREF Growth R2 | — | — | — | $17.4M | 7.7% | |
| CREF Global Equities R2 | — | — | — | $13.3M | 5.9% | |
| CREF Equity Index R2 | — | — | — | $13.1M | 5.8% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $8.9M | 3.9% | |
| Vanguard Small Cap Index Admiral | — | — | — | $8.9M | 3.9% | |
| TIAA TIAA-CREF Lifecycle 2045 Institutional | — | — | — | $8.4M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.9M | 3.5% | |
| CREF Social Choice R2 | — | — | — | $7.8M | 3.5% | |
| Vanguard Mid-Cap Index Institutional | — | — | — | $7.7M | 3.4% | |
| TIAA TIAA-CREF Lifecycle 2040 Institutional | — | — | — | $7.5M | 3.3% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | — | — | — | $7.4M | 3.3% | |
| Hartford Funds The Hartford International OPP R6 | — | — | — | $6.2M | 2.7% | |
| CREF Core Bond R2 | — | — | — | $5.8M | 2.6% | |
| TIAA TIAA-CREF Lifecycle 2035 Institutional | — | — | — | $5.5M | 2.4% | |
| TIAA TIAA-CREF Lifecycle 2030 Institutional | — | — | — | $4.5M | 2.0% | |
| TIAA TIAA-CREF Lifecycle 2050 Institutional | — | — | — | $4.0M | 1.8% | |
| TIAA Traditional Beneft Responsive 2 | — | — | — | $3.7M | 1.6% | |
| TIAA TIAA-CREF Money Market Institutional | — | — | — | $3.6M | 1.6% | |
| State Street State Street Cap Equity EXUS Index K | — | — | — | $3.5M | 1.6% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $3.4M | 1.5% | |
| RBC Emerging Markets Equity R6 | — | — | — | $2.9M | 1.3% | |
| TIAA TIAA-CREF Lifecycle 2025 Institutional | — | — | — | $2.8M | 1.2% | |
| TIAA Traditional Benefit Responsive | — | — | — | $2.6M | 1.2% | |
| State Street State Street Equity 500 Index K | — | — | — | $2.4M | 1.1% | |
| TIAA TIAA-CREF Lifecycle 2055 Institutional | — | — | — | $1.9M | 0.8% | |
| CREF Money Market R2 | — | — | — | $1.7M | 0.8% | |
| State Street State Street Aggregate Bond Index K | — | — | — | $1.5M | 0.7% | |
| TIAA TIAA-CREF Lifecycle 2020 Institutional | — | — | — | $1.3M | 0.6% | |
| MainStay High Yield Corp Bond R6 | — | — | — | $1.2M | 0.5% | |
| TIAA TIAA-CREF Lifecycle 2060 Institutional | — | — | — | $1.1M | 0.5% | |
| Conestoga Small Cap Institutional | — | — | — | $469K | 0.2% | |
| TIAA TIAA-CREF Lifecycle 2010 Institutional | — | — | — | $412K | 0.2% | |
| Brandywine BrandywineGLOBAL Global Opp Bond IS | — | — | — | $302K | 0.1% | |
| Participants Participant Loans Rates of 4.25% to 9.50% - | — | — | — | $219K | <0.1% | |
| TIAA TIAA-CREF Lifecycle 2015 Institutional | — | — | — | $120K | <0.1% | |
| TIAA TIAA-CREF Lifecycle 2065 Institutional | — | — | — | $97K | <0.1% | |
| TIAA TIAA-CREF Lifecycle Retirement Income-Institutional | — | — | — | $3K | <0.1% | |
| CREF Money Market R1 | — | — | — | $2K | <0.1% |