Original filing (PDF)20251014102109NAL0002609937001

SOUTHERN METHODIST UNIVERSITY

Name: SOUTHERN METHODIST UNIVERSITY — EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY, Form 5500 (2024)
Creator: SOUTHERN METHODIST UNIVERSITY

Form 5500

FILING_RECEIVED

EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

1,715

Accounts w/ balance

—

Plan assets (EOY)

$60.2M

Net assets (EOY)

$60.2M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN METHODIST UNIVERSITY.

Plan sponsor

Name

SOUTHERN METHODIST UNIVERSITY

EIN

75-0800689

Address

6116 CENTRAL EXPRESSWAY · SUITE 200 · DALLAS, TX · 75206

Phone

(214) 768-2024

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

507

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

INSERO AND CO. CPAS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMERITI RETIREMENT HEALTH SOLUTIONS	57-1194227	—	CONSULTANT	$102K	—

Investments

17 direct securities· $59.9M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2030	—	—	—	$9.9M	16.4%
Vanguard Target Retirement 2025	—	—	—	$9.6M	16.0%
Vanguard Target Retirement Income	—	—	—	$9.2M	15.3%
Vanguard Target Retirement 2035	—	—	—	$8.8M	14.6%

Related plans

Other plans using EMERITI RETIREMENT HEALTH SOLUTIONS

BAYLOR COLLEGE OF MEDICINE

BAYLOR COLLEGE OF MEDICINE'S RETIREMENT HEALTHCARE SAVINGS PLAN

$75.7M · 5,857 participants

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN

$63.4M · 562 participants

KENYON COLLEGE

EMERITI RETIREE HEALTH PLAN FOR KENYON COLLEGE

$19.1M · 515 participants

DENISON UNIVERSITY

EMERITI RETIREE HEALTH PLAN FOR DENISON UNIVERSITY

$16.8M · 531 participants

UNIVERSITY OF THE INCARNATE WORD