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Original filing (PDF)20251013081541NAL0001478896001
THE UNIVERSITY OF TULSA
Form 5500
FILING_RECEIVED
THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,173
Accounts w/ balance
3,093
Plan assets (EOY)
$427.4M
Net assets (EOY)
$427.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY OF TULSA.
Plan sponsor
Name
THE UNIVERSITY OF TULSA
EIN
73-0579298
Address
800 S. TUCKER DR. · TULSA, OK · 74104
Phone
(918) 631-2259
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
35 direct securities · 1 pooled fund· $426.6M(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
$400.8M
34 holdings
Mutual Funds
$22.4M
1 holding
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Traditional Annuity Accounts * TIAA Traditional Annuity, nonbenefit-responsive, at fair value Various | — | — | — | $80.9M | 18.9% | |
| Variable Annuity Accounts * CREF Stock | — | — | $79K | $72.2M | 16.9% | |
| CREF Growth | — | — | $50K | $26.4M | 6.2% | |
| CREF Global Equities | — | — | $71K | $24.6M | 5.8% | |
| TIAA Traditional Annuity, benefit-responsive, at contract value Various | — | — | — | $23.6M | 5.5% | |
| Schwab S&P 500 Index Inst | Mutual Funds | — | $248K | $22.4M | 5.2% | |
| Vanguard Developed Markets Index Fund Inst | — | — | $1.2M | $17.8M | 4.2% | |
| Dodge & Cox Income Fund | — | — | $1.1M | $14.1M | 3.3% | |
| Vanguard Small-Cap Value Index Fund Inst | — | — | $117K | $13.5M | 3.2% | |
| Nuveen Lifecycle 2040 Retirement Fund Inst | — | — | $1.0M | $11.3M | 2.6% | |
| CREF Social Choice | — | — | $30K | $11.1M | 2.6% | |
| Vanguard Value Index Fund Inst | — | — | $161K | $10.6M | 2.5% | |
| Vanguard Total Stock Market Index Fund Inst | — | — | $73K | $10.3M | 2.4% | |
| Nuveen Lifecycle 2045 Retirement Fund Inst | — | — | $663K | $9.3M | 2.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | $105K | $8.8M | 2.1% | |
| Nuveen Lifecycle 2030 Retirement Fund Inst | — | — | $843K | $8.6M | 2.0% | |
| CREF Equity Index | — | — | $16K | $8.0M | 1.9% | |
| Nuveen Lifecycle 2035 Retirement Fund Inst | — | — | $730K | $7.8M | 1.8% | |
| Money Market Fund Vanguard Federal Money Market Fund | — | — | $5.8M | $5.8M | 1.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | $38K | $4.7M | 1.1% | |
| Nuveen Lifecycle 2050 Retirement Fund Inst | — | — | $324K | $4.7M | 1.1% | |
| Nuveen Lifecycle 2025 Retirement Fund Inst | — | — | $381K | $3.8M | 0.9% | |
| CREF Money Market | — | — | $123K | $3.6M | 0.9% | |
| CREF Core Bond | — | — | $26K | $3.4M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $7K | $3.4M | 0.8% | |
| Nuveen Lifecycle 2020 Retirement Fund Inst | — | — | $320K | $3.0M | 0.7% | |
| CREF Inflation-Linked Bond | — | — | $34K | $2.8M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | $113K | $2.5M | 0.6% | |
| Nuveen Lifecycle 2055 Retirement Fund Inst | — | — | $111K | $1.9M | 0.4% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | $55K | $1.7M | 0.4% | |
| Nuveen Lifecycle 2015 Retirement Fund Inst | — | — | $160K | $1.5M | 0.3% | |
| Nuveen Lifecycle 2010 Retirement Fund Inst | — | — | $114K | $1.1M | 0.3% | |
| Nuveen Lifecycle 2060 Retirement Fund Inst | — | — | $62K | $925K | 0.2% | |
| Nuveen Lifecycle 2065 Retirement Fund Inst | — | — | $13K | $175K | <0.1% | |
| Notes Receivable from Participants Interest rates of 4.25% to 5.00%; maturities from January 2025 to May 2027 | — | — | — | $48K | <0.1% | |
| Nuveen Lifecycle Retirement Income Fund Inst | — | — | $2K | $21K | <0.1% |