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Original filing (PDF)20251015083327NAL0008673010001
BAYLOR COLLEGE OF MEDICINE
Form 5500
FILING_RECEIVED
BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
7 service providers
Active participants
11,162
Accounts w/ balance
14,965
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
2 pooled trusts
Schedule D
49 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
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $701K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $51K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT | 36-3109431 | — | CONSULTANT | $50K | — |
| MILLIMAN | 91-0675641 | — | CONSULTANT | $9K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AYCO CO | 13-4019460 | — | OTHER SERVICE PROVIDER | $166K | — |
| NORTON,ROSE,FULBRIGHT (NRF) | 74-1201087 | — | PROFESSIONAL SVCS | $39K | — |
| DOEREN MAYHEW ASSURANCE | 36-4745545 | — | PROFESSIONAL SVCS | $17K | — |
Investments
47 direct securities · 2 pooled funds· $1.9B(99% 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
$1.9B
47 holdings
Common Collective Trust
$24.6M
1 holding
Pooled Separate Account
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Fund Mutual Fund | — | — | — | $186.2M | 9.5% | |
| State Street Target Retirement 2040 K Fund Mutual Fund | — | — | — | $180.6M | 9.2% | |
| State Street Target Retirement 2045 K Fund Mutual Fund | — | — | — | $158.8M | 8.1% | |
| State Street Target Retirement 2030 K Fund Mutual Fund | — | — | — | $153.7M | 7.9% | |
| State Street Target Retirement 2035 K Fund Mutual Fund | — | — | — | $153.3M | 7.8% | |
| Fidelity Growth Company K6 Fund Mutual Fund | — | — | — | $133.1M | 6.8% | |
| State Street Target Retirement 2050 K Fund Mutual Fund | — | — | — | $109.2M | 5.6% | |
| State Street Target Retirement 2025 K Fund Mutual Fund | — | — | — | $95.3M | 4.9% | |
| Fidelity Contrafund K6 Mutual Fund | — | — | — | $91.6M | 4.7% | |
| Teachers Insurance and Annuity Association (TIAA) * Traditional Annuity Account Fixed Annuity Contract | — | — | — | $72.8M | 3.7% | |
| State Street Target Retirement 2020 K Fund Mutual Fund | — | — | — | $63.2M | 3.2% | |
| CREF Stock R2 Fund Mutual Fund | — | — | — | $56.8M | 2.9% | |
| State Street Target Retirement 2055 K Fund Mutual Fund | — | — | — | $49.9M | 2.6% | |
| Fidelity Investments Money Market Government Portfolio Money Market Fund | — | — | — | $45.6M | 2.3% | |
| State Street Target Income K Fund Mutual Fund | — | — | — | $42.4M | 2.2% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $35.3M | 1.8% | |
| Fidelity Balanced K Fund Mutual Fund | — | — | — | $28.2M | 1.4% | |
| Dodge & Cox Stock Fund Class X Mutual Fund | — | — | — | $27.8M | 1.4% | |
| Fidelity Mid-Cap Stock K6 Fund Mutual Fund | — | — | — | $25.4M | 1.3% | |
| FIDELITY MANAGED INCME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $24.6M | 1.3% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $24.4M | 1.2% | |
| CREF Global Equities R2 Fund Mutual Fund | — | — | — | $20.9M | 1.1% | |
| PIMCO Total Return Institutional Fund Mutual Fund | — | — | — | $18.8M | 1.0% | |
| CREF Growth R2 Fund Mutual Fund | — | — | — | $18.1M | 0.9% | |
| State Street Target Retirement 2060 K Fund Mutual Fund | — | — | — | $16.1M | 0.8% | |
| CREF Equity Index R2 Fund Mutual Fund | — | — | — | $14.2M | 0.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $13.8M | 0.7% | |
| Fidelity Diversified International K6 Fund Mutual Fund | — | — | — | $11.3M | 0.6% | |
| LKCM Small Cap Equity Institutional Fund Mutual Fund | — | — | — | $9.4M | 0.5% | |
| College Retirement Equities Fund (CREF) Bond Market Fund Mutual Fund | — | — | — | $8.3M | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.8M | 0.4% | |
| Dodge & Cox International Stock Fund Class X Mutual Fund | — | — | — | $7.6M | 0.4% | |
| Vanguard Balanced Index Institutional Fund Mutual Fund | — | — | — | $7.2M | 0.4% | |
| CREF Social Choice R2 Fund Mutual Fund | — | — | — | $6.8M | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares Mutual Fund | — | — | — | $4.4M | 0.2% | |
| State Street Target Retirement 2065 K Fund Mutual Fund | — | — | — | $4.2M | 0.2% | |
| Lazard Emerging Markets Equity Institutional Fund Mutual Fund | — | — | — | $3.9M | 0.2% | |
| CREF Inflation-Linked Bond R2 Fund Mutual Fund | — | — | — | $3.8M | 0.2% | |
| Principal Global Real Estate Securities Fund Institutional Class Mutual Fund | — | — | — | $2.8M | 0.1% | |
| CREF Money Market R2 Fund Money Market Fund | — | — | — | $2.2M | 0.1% | |
| CREF Equity Index R4 Fund Mutual Fund | — | — | — | $914K | <0.1% | |
| Lincoln Financial Group Annuity Account Fixed Annuity Contract | — | — | — | $838K | <0.1% | |
| Vanguard Total World Stock Index Admiral Mutual Fund | — | — | — | $528K | <0.1% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $108K | <0.1% | |
| Notes receivable, varying maturity dates, interest rates * Participant loans range from 4.25% to 6.00% | — | — | — | $91K | <0.1% | |
| CREF Social Choice R4 Fund Mutual Fund | — | — | — | $89K | <0.1% | |
| CREF Inflation-Linked Bond R4 Fund Mutual Fund | — | — | — | $87K | <0.1% | |
| Vanguard Total International Stock Admiral Mutual Fund | — | — | — | $83K | <0.1% | |
| Vanguard Cash Reserve Federal Money Market Admiral Money Market Fund | — | — | — | $38K | <0.1% |