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Original filing (PDF)20251010151003NAL0013394432001
UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH
Form 5500
FILING_RECEIVED
UCAR RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,643
Accounts w/ balance
4,509
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
49 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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH.
Plan sponsor
Name
UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH
EIN
84-0412668
Address
PO BOX 3000 · BOULDER, CO · 80307
Phone
(303) 497-1000
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $249K | — |
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $58K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $27K | — |
Investments
48 direct securities · 1 pooled fund· $1.2B(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
$1.2B
48 holdings
Pooled Separate Account
$19.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $265.9M | 21.6% | |
| CREF Stock | — | — | — | $160.5M | 13.0% | |
| Vanguard Institutional Index | — | — | — | $90.0M | 7.3% | |
| CREF Growth | — | — | — | $63.2M | 5.1% | |
| Vanguard Total Bond Market Index | — | — | — | $49.8M | 4.0% | |
| Nuveen International Responsible Equity | — | — | — | $42.1M | 3.4% | |
| CREF Social Choice | — | — | — | $40.5M | 3.3% | |
| Nuveen Large Cap Responsible Equity | — | — | — | $38.7M | 3.1% | |
| TIAA Traditional Benefit Responsive | — | — | — | $36.3M | 3.0% | |
| CREF Global Equities | — | — | — | $33.6M | 2.7% | |
| CREF Equity Index | — | — | — | $32.2M | 2.6% | |
| JP Morgan Large Cap Growth | — | — | — | $28.5M | 2.3% | |
| Vanguard Small Cap Value Index | — | — | — | $28.3M | 2.3% | |
| MFS Value | — | — | — | $26.2M | 2.1% | |
| Nuveen Lifecycle Index 2050 | — | — | — | $23.3M | 1.9% | |
| Vanguard Small Cap Growth Index | — | — | — | $22.2M | 1.8% | |
| Nuveen Lifecycle Index 2045 | — | — | — | $19.8M | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $19.7M | 1.6% | |
| Nuveen Lifecycle Index 2030 | — | — | — | $18.1M | 1.5% | |
| Vangaurd Total International Stock | — | — | — | $17.6M | 1.4% | |
| Nuveen Lifecycle Index 2040 | — | — | — | $17.5M | 1.4% | |
| Vanguard Real Estate | — | — | — | $16.8M | 1.4% | |
| Nuveen Lifecycle Index 2035 | — | — | — | $16.3M | 1.3% | |
| CREF Core Bond | — | — | — | $15.7M | 1.3% | |
| Vanguard Federal Money Market | — | — | — | $13.0M | 1.1% | |
| American EuroPacific Growth | — | — | — | $12.0M | 1.0% | |
| Nuveen Lifecycle Index 2055 | — | — | — | $11.8M | 1.0% | |
| DFA US Sustainability Core | — | — | — | $10.9M | 0.9% | |
| CREF Money Market | — | — | — | $10.3M | 0.8% | |
| CREF Inflation-Linked Bond | — | — | — | $7.9M | 0.6% | |
| Nuveen Lifecycle Index 2025 | — | — | — | $6.9M | 0.6% | |
| PGIM Total Return Bond | — | — | — | $5.8M | 0.5% | |
| Nuveen Lifecycle Index 2020 | — | — | — | $5.2M | 0.4% | |
| Nuveen Lifecycle Index 2060 | — | — | — | $4.8M | 0.4% | |
| TIAA-CREF Self Directed Account | — | — | — | $4.5M | 0.4% | |
| Conestoga Small Cap | — | — | — | $2.5M | 0.2% | |
| TIAA-CREF Core Impact Bond | — | — | — | $2.2M | 0.2% | |
| HAW Small Cap Diversified Value | — | — | — | $1.6M | 0.1% | |
| Nuveen Lifecycle Index 2010 | — | — | — | $1.6M | 0.1% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.5M | 0.1% | |
| Nuveen Lifecycle Index 2015 | — | — | — | $1.4M | 0.1% | |
| Participants Loans Participant Loan Rates Ranging from 4.25% to 9.50% | — | — | — | $1.2M | <0.1% | |
| DFA Global Sustainability Fixed Income | — | — | — | $637K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $560K | <0.1% | |
| DFA World Ex U.S Value | — | — | — | $547K | <0.1% | |
| DFA International Small Company Portfolio | — | — | — | $425K | <0.1% | |
| DFA International Sustainability Core | — | — | — | $349K | <0.1% | |
| Nuveen Lifecycle Index 2065 | — | — | — | $229K | <0.1% | |
| TIAA Plan Loan Default | — | — | — | $3K | <0.1% |