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Original filing (PDF)20250731182130NAL0005602289001
THE ASSOCIATION OF UNIVERSITY PHYSICIANS
Form 5500
FILING_RECEIVED
THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN
Defined-contribution retirement plan
Active participants
3,026
Accounts w/ balance
3,479
Plan assets (EOY)
$499.3M
Net assets (EOY)
$499.3M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ASSOCIATION OF UNIVERSITY PHYSICIANS.
Plan sponsor
Name
THE ASSOCIATION OF UNIVERSITY PHYSICIANS
EIN
91-1220843
Address
850 REPUBLICAN STREET · BUILDING C · SEATTLE, WA · 98109
Phone
(206) 520-5778
Industry
Health Care & Social Assistancesee 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
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLARK NUBER, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $94K | — |
Investments
43 direct securities · 1 pooled fund· $499.3M(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
$495.9M
43 holdings
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID TOT MKT IDX | — | — | — | $41.3M | 8.3% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive | — | — | — | $40.4M | 8.1% | |
| Vanguard VANG TARGET RET 2045 | — | — | — | $33.9M | 6.8% | |
| Vanguard VANG TARGET RET 2040 | — | — | — | $33.6M | 6.7% | |
| TIAA-CREF CREF Stock Fund | — | — | — | $32.6M | 6.5% | |
| TIAA-CREF CREF Growth Fund | — | — | — | $27.2M | 5.4% | |
| Vanguard VANG R1000 GR IDX | — | — | — | $26.6M | 5.3% | |
| Vanguard VANG TARGET RET 2050 | — | — | — | $26.4M | 5.3% | |
| Various Brokeragelink Retirement Accounts | — | — | — | $24.8M | 5.0% | |
| Vanguard VANG TARGET RET 2035 | — | — | — | $24.5M | 4.9% | |
| Vanguard VANG TARGET RET 2030 | — | — | — | $22.4M | 4.5% | |
| MFS INTL INTR VALUE | — | — | — | $18.8M | 3.8% | |
| Standard Stable Value Fund | — | — | — | $15.0M | 3.0% | |
| Vanguard VANG TARGET RET 2025 | — | — | — | $14.9M | 3.0% | |
| TIAA-CREF CREF Equity Index Fund | — | — | — | $13.0M | 2.6% | |
| Vanguard VANG TARGET RET 2055 | — | — | — | $9.7M | 2.0% | |
| TIAA-CREF CREF Social Choice Fund | — | — | — | $9.0M | 1.8% | |
| TIAA-CREF CREF Global Equities Fund | — | — | — | $8.0M | 1.6% | |
| Vanguard VANG REAL EST IDX | — | — | — | $7.6M | 1.5% | |
| Vanguard VANG TOT INTL STK | — | — | — | $5.9M | 1.2% | |
| Vanguard VANG SM CAP IDX | — | — | — | $5.7M | 1.1% | |
| TIAA-CREF CREF Money Market Fund | — | — | — | $5.7M | 1.1% | |
| Fidelity FID US BOND IDX | — | — | — | $5.3M | 1.1% | |
| JP Morgan JPM VALUE ADV | — | — | — | $5.2M | 1.0% | |
| Pioneer BOND | — | — | — | $5.0M | 1.0% | |
| Victory S ESTB VAL | — | — | — | $4.3M | 0.9% | |
| TIAA-CREF CREF Bond Market Fund | — | — | — | $3.7M | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.4M | 0.7% | |
| Vanguard VANG TARGET RET 2020 | — | — | — | $3.4M | 0.7% | |
| Fidelity FID EXT MKT IDX | — | — | — | $3.1M | 0.6% | |
| Delaware MGL MID CP GR | — | — | — | $2.7M | 0.5% | |
| DFA INF PRT SEC PORT | — | — | — | $2.1M | 0.4% | |
| Vanguard VANG TARGET RET 2060 | — | — | — | $2.1M | 0.4% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | — | — | — | $2.1M | 0.4% | |
| Vanguard FTSE SOC IDX | — | — | — | $1.7M | 0.3% | |
| Fidelity FID SMALL CAP VAL | — | — | — | $1.3M | 0.3% | |
| Lord Abbett LD ABT SH DTN INC | — | — | — | $1.2M | 0.2% | |
| Vanguard VANG TARGET RET INC | — | — | — | $1.1M | 0.2% | |
| Oppenheimer OPP DEVELOPING MKT | — | — | — | $1.0M | 0.2% | |
| Baron SMALL CAP | — | — | — | $941K | 0.2% | |
| Vanguard VANG TARGET RET 2070 | — | — | — | $901K | 0.2% | |
| Vanguard VANG TARGET RET 2065 | — | — | — | $793K | 0.2% | |
| DFA INTL SMALL CO | — | — | — | $728K | 0.1% | |
| Vanguard VG TL INTL BD IDX | — | — | — | $92K | <0.1% |