LISA Murphy signed National Jewish Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Jewish Health's EIN is 74-2044647.
Download the official 2024 Form 5500 (PDF) for National Jewish Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Jewish Health's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVSTMT INST. OPS. CO. LLC | 04-2647786 | — | RECORDKEEPER | $106K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SYNTRINSIC, LLC |
| 92-2373066 |
| — |
| ADVISOR |
| $75K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNTRINSIC, LLC | 92-2373066 | — | NONE | $22K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $431 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contracts with Insurance Companies * TIAA Traditional Annuity (at fair value) TIAA Guaranteed Investment Contracts - 3% | Stable Value | — | — | $31.7M | 8.9% | |
| FID 500 Index Mutual Fund | Common Collective Trusts | — | — | $24.2M | 6.8% | |
| s * Vanguard Lifest Con Growth Mutual Fund | Mutual Funds | — | — | $23.1M | 6.5% | |
| Separate Accounts * CREF Stock R2 CREF Separate Account | Pooled Separate Accounts | — | — | $22.3M | 6.3% | |
| Alger Dynamic Opps Z Mutual Fund 252 TIAA-CREF * Vanguard 500 Idx Adm Mutual Fund | Common Collective Trusts | — | — | $19.1M | 5.4% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $13.0M | 3.6% | |
| CREF Global Equities R2 CREF Separate Account | Pooled Separate Accounts | — | — | $12.9M | 3.6% | |
| TIAA Traditional Annuity (at contract value) TIAA Guaranteed Investment Contracts - 3% | Stable Value | — | — | $12.7M | 3.6% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $11.3M | 3.2% | |
| PGIM SEL REAL EST R6 Mutual Fund 611 Fidelity * FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $11.1M | 3.1% | |
| EV ATL Cap SMID-CP A Mutual Fund | Other securities | — | — | $9.2M | 2.6% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $8.9M | 2.5% | |
| FID Total Market Index Mutual Fund | Common Collective Trusts | — | — | $8.8M | 2.5% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $8.3M | 2.3% | |
| CREF Growth R2 CREF Separate Account | Pooled Separate Accounts | — | — | $8.0M | 2.2% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $7.5M | 2.1% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $6.5M | 1.8% | |
| CREF Social Choice R2 CREF Separate Account | Pooled Separate Accounts | — | — | $5.9M | 1.7% | |
| CREF Equity Index R2 CREF Separate Account | Pooled Separate Accounts | — | — | $5.9M | 1.6% | |
| FID Government Money Market Mutual Fund | Mutual Funds | — | — | $5.6M | 1.6% | |
| FID Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $5.3M | 1.5% | |
| Vanguard LifeStrat Cns Grw Inv Mutual Fund | Mutual Funds | — | — | $4.6M | 1.3% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.2M | 1.2% | |
| Vanguard Ttl Stk Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $4.2M | 1.2% | |
| HRDG LVNR Intel EQ IS Mutual Fund | Other securities | — | — | $4.1M | 1.1% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $4.0M | 1.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $3.6M | 1.0% | |
| FID US Bond Index Mutual Fund | Mutual Funds | — | — | $3.5M | 1.0% | |
| Baird Core Plus Inst Mutual Fund | Other securities | — | — | $2.9M | 0.8% | |
| CREF Core Bond R2 CREF Separate Account | Pooled Separate Accounts | — | — | $2.9M | 0.8% | |
| Fixed Account Plus VALIC Separate Account | Pooled Separate Accounts | — | — | $2.9M | 0.8% | |
| TIAA Stable Value (at contract value) TIAA Guaranteed Investment Contracts - 3% | Stable Value | — | — | $2.8M | 0.8% | |
| Nuveen LfCycle lx 2035 R6 Mutual Fund | Mutual Funds | — | — | $2.5M | 0.7% | |
| CREF Money Market R2 CREF Separate Account | Pooled Separate Accounts | — | — | $2.4M | 0.7% | |
| Nuveen LfCycle lx 2040 R6 Mutual Fund | Mutual Funds | — | — | $2.4M | 0.7% | |
| Vanguard Developed Mkts Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.4M | 0.7% | |
| Nuveen LfCycle lx 2030 R6 Mutual Fund | Mutual Funds | — | — | $1.8M | 0.5% | |
| FID Extd Market Index Mutual Fund | Mutual Funds | — | — | $1.8M | 0.5% | |
| Vanguard Small-Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $1.8M | 0.5% | |
| Vanguard Growth Index Adm Mutual Fund | Mutual Funds | — | — | $1.6M | 0.5% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $1.5M | 0.4% | |
| CREF Inflation-Linked Bond R2 CREF Separate Account | Pooled Separate Accounts | — | — | $1.5M | 0.4% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $1.5M | 0.4% | |
| Vanguard Real Estate Idx Adm Mutual Fund | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| Notes receivable from participants Various maturity dates through 2034; Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $1.4M | 0.4% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| FUTUREFUNDS SERIES ACCTII--GRT WEST EMPOWER ANNUITY INS. CO. OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.3M | 0.4% | |
| FID Small Cap Index Mutual Fund | Mutual Funds | — | — | $1.3M | 0.4% | |
| FID Intl Index Mutual Fund | Mutual Funds | — | — | $1.2M | 0.3% | |
| Nuveen LfCycle lx 2025 R6 Mutual Fund | Mutual Funds | — | — | $1.2M | 0.3% |
