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Original filing (PDF)20250924102650NAL0007414865001
H. LEE MOFFITT CANCER CENTER
Form 5500
FILING_RECEIVED
H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN
403(b) retirement plan
Active participants
9,962
Accounts w/ balance
11,727
Plan assets (EOY)
$802.8M
Net assets (EOY)
$802.8M
How this plan invests
This plan
61 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H. LEE MOFFITT CANCER CENTER.
Plan sponsor
Name
H. LEE MOFFITT CANCER CENTER
EIN
59-2451713
Address
12902 MAGNOLIA DRIVE · TAMPA, FL · 33612
Phone
(813) 745-4000
Industry
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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ACCELL CPA & ASSOCIATES, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $368K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $300 | — |
Investments
60 direct securities· $787.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual funds | — | — | — | $81.1M | 10.1% | |
| Vanguard Target Retirement 2035 Inv Mutual funds | — | — | — | $74.9M | 9.3% | |
| Vanguard Target Retirement 2045 Inv Mutual funds | — | — | — | $72.6M | 9.0% | |
| Vanguard Target Retirement 2040 Inv Mutual funds | — | — | — | $72.5M | 9.0% | |
| Vanguard Target Retirement 2030 Inv Mutual funds | — | — | — | $64.3M | 8.0% | |
| Vanguard Target Retirement 2050 Inv Mutual funds | — | — | — | $58.8M | 7.3% | |
| T. Rowe Price All-Cap Opportunities Inv Mutual funds | — | — | — | $55.0M | 6.8% | |
| party. of interest, collateral, par or maturity value. Cost Current Value Guaranteed Income Fund Fixed annuity | — | — | — | $51.2M | 6.4% | |
| Vanguard Target Retirement 2025 Inv Mutual funds | — | — | — | $48.9M | 6.1% | |
| Vanguard Target Retirement 2055 Inv Mutual funds | — | — | — | $37.7M | 4.7% | |
| Vanguard Mid Cap Index Ins Mutual funds | — | — | — | $27.7M | 3.4% | |
| JP Morgan US Research Enhanced Equity R6 Mutual funds | — | — | — | $20.0M | 2.5% | |
| Vanguard Target Retirement 2060 Inv Mutual funds | — | — | — | $15.7M | 2.0% | |
| Vanguard Target Retirement 2020 Inv Mutual funds | — | — | — | $15.1M | 1.9% | |
| American Funds Europacific GR R6 Mutual funds | — | — | — | $12.2M | 1.5% | |
| Participant Loans through 2039 -0- | — | — | — | $9.7M | 1.2% | |
| Vanguard Total Bond Market Index Inst Mutual funds | — | — | — | $8.7M | 1.1% | |
| Vanguard Target Retirement Income Inv Mutual funds | — | — | — | $8.6M | 1.1% | |
| Vanguard Explorer ADM Mutual funds | — | — | — | $8.5M | 1.1% | |
| Vanguard Small Cap Value Index Inst Mutual funds | — | — | — | $7.8M | 1.0% | |
| Amer Funds Moderate G/I Portfolio R6 Mutual funds | — | — | — | $7.6M | 0.9% | |
| Vanguard Target Retirement 2065 Inv Mutual funds | — | — | — | $5.2M | 0.7% | |
| Vanguard Inflation-protected Secs I Mutual funds | — | — | — | $4.4M | 0.6% | |
| Goldman Sachs EM Mkts EQ Insights Inv Mutual funds 647 Janus Henderson Global Mrkts All Cap FD R6 Mutual funds | — | — | — | $4.0M | 0.5% | |
| Vanguard Interm-term Bond Index I Mutual funds | — | — | — | $3.6M | 0.5% | |
| Vanguard Total Intl Stock Index Instl Mutual funds | — | — | — | $3.5M | 0.4% | |
| Vanguard Emerging Markets Stock IDX ADM Mutual funds | — | — | — | $2.7M | 0.3% | |
| Variable Annuity Life Insurance * Company ("VALIC") Fixed Account Plus | — | — | — | $2.5M | 0.3% | |
| Self directed brokerage Self-Directed Brokerage Account | — | — | — | $895K | 0.1% | |
| VALIC Stock Index Fund | — | — | — | $340K | <0.1% | |
| Vanguard Target Retirement 2070 Inv Mutual funds | — | — | — | $339K | <0.1% | |
| VALIC Short Term Fixed Account | — | — | — | $288K | <0.1% | |
| VALIC Science & Technology Fund | — | — | — | $225K | <0.1% | |
| VALIC Growth Fund | — | — | — | $203K | <0.1% | |
| VALIC Vanguard Windsor II | — | — | — | $186K | <0.1% | |
| VALIC Large Capital Growth | — | — | — | $137K | <0.1% | |
| VALIC Systemic Core Fund | — | — | — | $83K | <0.1% | |
| VALIC Vanguard Wellington Fund, Inc. | — | — | — | $81K | <0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $61K | <0.1% | |
| VALIC Dividend Value | — | — | — | $37K | <0.1% | |
| VALIC Small Cap Growth Fund | — | — | — | $24K | <0.1% | |
| party. of interest, collateral, par or maturity value. Cost Current Value * VALIC Socially Responsible Fund | — | — | — | $23K | <0.1% | |
| VALIC Intl Socially Responsible Fund | — | — | — | $22K | <0.1% | |
| VALIC International Growth I Fund | — | — | — | $20K | <0.1% | |
| VALIC Emerging Economies | — | — | — | $20K | <0.1% | |
| VALIC Mid Cap Strategic Growth | — | — | — | $17K | <0.1% | |
| VALIC International Value Fund | — | — | — | $14K | <0.1% | |
| VALIC International Equities Fund | — | — | — | $13K | <0.1% | |
| VALIC GS VIT Gov Money Mlt Fd Inst | — | — | — | $9K | <0.1% | |
| VALIC Mid Cap Value Fund | — | — | — | $9K | <0.1% | |
| VALIC NASDAQ-100® Index Fund | — | — | — | $8K | <0.1% | |
| VALIC Systemic Growth Fund | — | — | — | $6K | <0.1% | |
| VALIC Small Cap Value Fund | — | — | — | $6K | <0.1% | |
| VALIC Intl Opportunities | — | — | — | $6K | <0.1% | |
| VALIC Small Cap Index Fund | — | — | — | $5K | <0.1% | |
| VALIC Vanguard LT Inv-Grade Fund | — | — | — | $5K | <0.1% | |
| VALIC Vanguard Long-Term Treasury | — | — | — | $4K | <0.1% | |
| VALIC International Government Bond | — | — | — | $3K | <0.1% | |
| VALIC Global Real Estate Fund | — | — | — | $3K | <0.1% | |
| VALIC Asset Allocation Fund | — | — | — | $3K | <0.1% |