Filings through .
Filed August 15, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 81-3968784 | Advisory (Plan) | $37,500 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,762 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $11,760 |
37 funds of $250K or more; 32 lines in all, holding $97.9M of the plan's $98.1M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed annuity contract: Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $21.4M | 21.8% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $17.5M | 17.9% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $14.1M | 14.4% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.1M | 5.2% |
| Global Equities Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.9M | 5.0% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $4.6M | 4.7% |
| Growth Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.4M | 4.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund | $3.0M | 3.1% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $3.0M | 3.1% |
| Core Bond Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.3M | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.