Filings through .
Filed June 29, 2016
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,337 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $7,528 |
29 funds of $250K or more; 20 lines in all, holding $202M of the plan's $203M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed annuity contracts - non benefit-responsive: Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $36.5M | 18.0% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $34.9M | 17.2% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $24.0M | 11.9% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $13.2M | 6.5% |
| Nuveen Large Cap Value Index Fund TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $11.9M | 5.9% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $10.7M | 5.3% |
| Fixed Annuity Contracts, Fully Benefit Responsive: Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.7M | 4.8% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $9.6M | 4.7% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 4.3% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $8.5M | 4.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.