Original filing (PDF)20250925073913NAL0009500784001

H. LEE MOFFITT CANCER CENTER

Name: H. LEE MOFFITT CANCER CENTER — H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN, Form 5500 (2024)
Creator: H. LEE MOFFITT CANCER CENTER

Form 5500

FILING_RECEIVED

H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN

401(k) retirement plan

Active participants

9,939

Accounts w/ balance

9,144

Plan assets (EOY)

$504.7M

Net assets (EOY)

$504.7M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$264K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL INVESTMENT MANAGEMENT SE	13-4122960	—	NONE	$0	—

Investments

29 direct securities· $504.7M(100% of reported assets)

					% of plan
interest, collateral, par or maturity value. Vanguard Target Retirement 2040 INV Mutual Funds	Other securities	—	—	$54.5M	10.8%
Vanguard Target Retirement 2045 INV Mutual Funds	Other securities	—	—	$50.9M	10.1%
Vanguard Target Retirement 2035 INV Mutual Funds	Other securities	—	—	$47.4M	9.4%
Fidelity 500 Index Mutual Funds	Other securities	—	—	$45.4M	9.0%
Vanguard Target Retirement 2030 INV Mutual Funds	Other securities	—	—	$42.8M	8.5%
Vanguard Target Retirement 2050 INV Mutual Funds	Other securities	—	—	$38.7M	7.7%
T. Rowe Price All-Cap Opportuntites INV Mutual Funds	Other securities	—	—	$38.0M	7.5%
Vanguard Target Retirement 2025 INV Mutual Funds	Other securities	—	—	$37.6M	7.4%
Guaranteed Income Fund Fixed Annuities	Other securities	—	—	$27.2M	5.4%
Vanguard Target Retirement 2055 INV Mutual Funds	Other securities	—	—	$20.2M	4.0%
Vanguard Mid Cap Index INS Mutual Funds	Other securities	—	—	$17.6M	3.5%
JPMorgan US Research Enhanced Equity R6 Mutual Funds	Other securities	—	—	$11.8M	2.3%
Vanguard Target Retirement 2020 INV Mutual Funds	Other securities	—	—	$10.5M	2.1%
Vanguard Small Cap Index INSTL Mutual Funds	Other securities	—	—	$10.4M	2.1%
Vanguard Target Retirement 2060 INV Mutual Funds	Other securities	—	—	$8.1M	1.6%
American Funds Europacific GR R6 Mutual Funds	Other securities	—	—	$7.5M	1.5%
Vanguard Target Retirement Income INV Mutual Funds	Other securities	—	—	$5.3M	1.0%
Amer Funds Moderate G/1 Portfolio R6 Mutual Funds	Other securities	—	—	$5.2M	1.0%
Vanguard Total Bond Market Index INST Mutual Funds	Other securities	—	—	$5.0M	1.0%
Vanguard Explorer ADM Mutual Funds	Other securities	—	—	$3.8M	0.8%
Vanguard Small Cap Value Index INST Mutual Funds	Other securities	—	—	$3.7M	0.7%
Janus Henderson Global Research I Mutual Funds	Other securities	—	—	$2.6M	0.5%
Vanguard Inflation-Protected SECS I Mutual Funds	Other securities	—	—	$2.4M	0.5%
Vanguard Target Retirement 2065 INV Mutual Funds	Other securities	—	—	$2.3M	0.5%
Vanguard Interm-Term Bond Index I Mutual Funds	Other securities	—	—	$2.1M	0.4%
Vanguard Total INTL Stock Index INSTL Mutual Funds	Other securities	—	—	$2.0M	0.4%
Vanguard Emerging Mkts Stock IDX ADM Mutual Funds	Other securities	—	—	$1.3M	0.3%
Empower SDB Self Directed Brokerage	Other securities	—	—	$566K	0.1%
Vanguard Target Retirement 2070 INV Mutual Funds	Other securities	—	—	$26K	<0.1%