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Original filing (PDF)20251015082802NAL0004338513001
BAYLOR COLLEGE OF MEDICINE
Form 5500
FILING_RECEIVED
BAYLOR COLLEGE OF MEDICINE SECTION 403B
403(b) retirement plan
Signals · 1
6 service providers
Active participants
13,672
Accounts w/ balance
19,531
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
1 pooled trust
Schedule D
48 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 BAYLOR COLLEGE OF MEDICINE.
Plan sponsor
Name
BAYLOR COLLEGE OF MEDICINE
EIN
74-1613878
Address
ONE BAYLOR PLAZA BCM200 · HOUSTON, TX · 770303411
Phone
(713) 798-7287
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $832K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT | 36-3109431 | — | CONSULTANT | $55K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AYCO CO. | 13-4019460 | — | OTHER SERVICE PROVIDER | $156K | — |
| DOEREN MAYHEW ASSURANCE | 36-4745545 | — | PROFESSIONAL SVCS | $17K | — |
| NORTON ROSE FULBRIGHT LLP | 74-1201087 | — | PROFESSIONAL SVCS | $16K | — |
Investments
47 direct securities · 1 pooled fund· $2.2B(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
$2.2B
47 holdings
Pooled Separate Account
$13.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Fund Mutual Fund | — | — | — | $242.4M | 11.1% | |
| Fidelity Growth Company K6 Fund Mutual Fund | — | — | — | $161.8M | 7.4% | |
| CREF Stock R2 Fund Mutual Fund | — | — | — | $147.6M | 6.8% | |
| State Street Target Retirement 2045 K Fund Mutual Fund | — | — | — | $135.7M | 6.2% | |
| State Street Target Retirement 2040 K Fund Mutual Fund | — | — | — | $131.6M | 6.0% | |
| Fidelity Contrafund K6 Mutual Fund | — | — | — | $114.4M | 5.3% | |
| State Street Target Retirement 2030 K Fund Mutual Fund | — | — | — | $111.4M | 5.1% | |
| State Street Target Retirement 2035 K Fund Mutual Fund | — | — | — | $110.1M | 5.1% | |
| TIAA Traditional Annuity Account - NBR Fixed Annuity Contract | — | — | — | $109.5M | 5.0% | |
| State Street Target Retirement 2050 K Fund Mutual Fund | — | — | — | $101.2M | 4.6% | |
| Teachers Insurance and Annuity Association (TIAA) * Traditional Annuity Account - FBR Fixed Annuity Contract | — | — | — | $98.4M | 4.5% | |
| State Street Target Retirement 2025 K Fund Mutual Fund | — | — | — | $60.5M | 2.8% | |
| State Street Target Retirement 2055 K Fund Mutual Fund | — | — | — | $54.5M | 2.5% | |
| Fidelity Investments Money Market Government Portfolio Money Market Fund | — | — | — | $51.2M | 2.4% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $46.8M | 2.1% | |
| CREF Growth R2 Fund Mutual Fund | — | — | — | $38.5M | 1.8% | |
| CREF Global Equities R2 Fund Mutual Fund | — | — | — | $37.3M | 1.7% | |
| Fidelity Balanced K Fund Mutual Fund | — | — | — | $36.9M | 1.7% | |
| CREF Equity Index R2 Fund Mutual Fund | — | — | — | $34.7M | 1.6% | |
| State Street Target Retirement 2020 K Fund Mutual Fund | — | — | — | $34.3M | 1.6% | |
| Dodge & Cox Stock Fund Class X Mutual Fund | — | — | — | $31.0M | 1.4% | |
| Fidelity Mid-Cap Stock K6 Fund Mutual Fund | — | — | — | $28.2M | 1.3% | |
| Fidelity US Bond Index Advantage Fund Mutual Fund | — | — | — | $26.8M | 1.2% | |
| State Street Target Income K Fund Mutual Fund | — | — | — | $25.3M | 1.2% | |
| PIMCO Total Return Institutional Fund Mutual Fund | — | — | — | $22.2M | 1.0% | |
| State Street Target Retirement 2060 K Fund Mutual Fund | — | — | — | $21.6M | 1.0% | |
| Vanguard Balanced Index Fund Mutual Fund | — | — | — | $20.4M | 0.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $18.7M | 0.9% | |
| College Retirement Equities Fund (CREF) Bond Market Fund Mutual Fund | — | — | — | $16.6M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $13.7M | 0.6% | |
| Fidelity Diversified International K6 Fund Mutual Fund | — | — | — | $13.3M | 0.6% | |
| CREF Social Choice R2 Fund Mutual Fund | — | — | — | $13.0M | 0.6% | |
| LKCM Small Cap Equity Institutional Fund Mutual Fund | — | — | — | $11.4M | 0.5% | |
| Participant loans Notes receivable, varying maturity dates, interest rates range between 4.25% and 9.50% | — | — | — | $9.1M | 0.4% | |
| Dodge & Cox International Stock Fund Class X Mutual Fund | — | — | — | $8.8M | 0.4% | |
| CREF Money Market R2 Fund Money Market Fund | — | — | — | $7.6M | 0.4% | |
| CREF Inflation-Linked Bond R2 Fund Mutual Fund | — | — | — | $6.1M | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares Mutual Fund | — | — | — | $5.0M | 0.2% | |
| Lazard Emerging Markets Equity Institutional Fund Mutual Fund | — | — | — | $4.4M | 0.2% | |
| State Street Target Retirement 2065 K Fund Mutual Fund | — | — | — | $3.5M | 0.2% | |
| Principal Global Real Estate Securities Fund Institutional Class Mutual Fund | — | — | — | $2.7M | 0.1% | |
| Vanguard Total World Stock Index Admiral Mutual Fund | — | — | — | $1.1M | <0.1% | |
| CREF Equity Index R4 Fund Mutual Fund | — | — | — | $657K | <0.1% | |
| CREF Social Choice R4 Fund Mutual Fund | — | — | — | $125K | <0.1% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $114K | <0.1% | |
| Vanguard Total International Stock Admiral Mutual Fund | — | — | — | $68K | <0.1% | |
| CREF Inflation-Linked Bond R4 Fund Mutual Fund | — | — | — | $61K | <0.1% | |
| Vanguard Cash Reserve Federal Money Market Admiral Money Market Fund | — | — | — | $42K | <0.1% |