Belhaven University's EIN is 64-0303069.
Download the official 2024 Form 5500 (PDF) for Belhaven University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belhaven University's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | — | $1K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF CREF Growth | Mutual Funds | — | $5K | $2.4M | 8.0% | |
| TIAA-CREF CREF Global Equities | Mutual Funds | — | $6K | $2.0M | 6.6% | |
| Investment Contract * TIAA-CREF TIAA Traditional Annuity Contract - Benefit-responsive | Mutual Funds | — | — | $1.9M | 6.4% | |
| TIAA-CREF TIAA Access Lifecycle 2040 | Mutual Funds | — | $24K | $1.9M | 6.2% | |
| Variable Annuity Accounts * TIAA-CREF CREF Stock | Mutual Funds | — | $2K | $1.8M | 5.9% | |
| TIAA-CREF CREF Equity Index | Common Collective Trusts | — | $3K | $1.7M | 5.5% | |
| Nonbenefit-responsive | Other securities | — | — | $1.6M | 5.4% | |
| TIAA-CREF TIAA Access Lifecycle 2020 | Mutual Funds | — | $27K | $1.6M | 5.4% | |
| TIAA-CREF TIAA Access Lifecycle 2035 | Mutual Funds | — | $22K | $1.6M | 5.3% | |
| TIAA-CREF TIAA Access Lifecycle 2030 | Mutual Funds | — | $23K | $1.5M | 5.1% | |
| TIAA-CREF TIAA Access Lifecycle 2050 | Mutual Funds | — | $18K | $1.4M | 4.6% | |
| TIAA-CREF CREF Money Market | Mutual Funds | — | $42K | $1.2M | 4.1% | |
| TIAA-CREF TIAA Access Lifecycle 2045 | Mutual Funds | — | $13K | $1.0M | 3.4% | |
| TIAA-CREF TIAA Access Lifecycle 2015 | Mutual Funds | — | $16K | $960K | 3.2% | |
| TIAA-CREF TIAA Access Lifecycle 2025 | Mutual Funds | — | $14K | $855K | 2.8% | |
| TIAA-CREF CREF Social Choice | Mutual Funds | — | $2K | $812K | 2.7% | |
| TIAA-CREF TIAA Access Lifecycle 2055 | Mutual Funds | — | $10K | $738K | 2.4% | |
| TIAA-CREF CREF Core Bond | Mutual Funds | — | $5K | $687K | 2.3% | |
| TIAA-CREF TIAA Access Large-Cap Value | Mutual Funds | — | $9K | $671K | 2.2% | |
| TIAA-CREF TIAA Access International Equity | Mutual Funds | — | $16K | $633K | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $1K | $546K | 1.8% | |
| TIAA-CREF CREF Inflation-Linked Bond | Mutual Funds | — | $4K | $359K | 1.2% | |
| TIAA-CREF TIAA Access Lifecycle 2060 | Mutual Funds | — | $7K | $356K | 1.2% | |
| TIAA-CREF TIAA Access Large-Cap Growth | Mutual Funds | — | $2K | $317K | 1.1% | |
| TIAA-CREF TIAA Access Mid-Cap Value | Mutual Funds | — | $4K | $293K | 1.0% | |
| TIAA-CREF TIAA Access Small-Cap Equity | Mutual Funds | — | $3K | $254K | 0.8% | |
| TIAA-CREF TIAA Access Mid-Cap Growth | Mutual Funds | — | $2K | $216K | 0.7% | |
| TIAA-CREF TIAA Access Core Equity | Mutual Funds | — | $1K | $190K | 0.6% | |
| TIAA-CREF TIAA Access Real Estate Securities | Mutual Funds | — | $3K | $181K | 0.6% | |
| Notes Receivable from Various maturity dates through 2029; Participants** interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $121K | 0.4% | |
| TIAA-CREF TIAA Access Small-Cap Blended Index | Mutual Funds | — | $1K | $103K | 0.3% | |
| TIAA-CREF TIAA Access Core Plus Bond | Mutual Funds | — | $1K | $59K | 0.2% | |
| TIAA-CREF TIAA Access Large-Cap Responsible Equity 416 | Mutual Funds | — | — | $49K | 0.2% | |
| TIAA-CREF TIAA Access Equity Index 377 | Common Collective Trusts | — | — | $48K | 0.2% | |
| s * TIAA-CREF TIAA Access Lifecycle 2010 81 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
