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Form 5500 · Retirement plan · AMHERST, NY

DAEMEN UNIVERSITY

The filing calls this plan DAEMEN UNIVERSITY RETIREMENT PLAN.

DAEMEN UNIVERSITY of AMHERST, NY files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by AXA EQUITABLE LIFE INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-0759798 · plan 001 · plan year 2025, filed Jan 26, 2026

Participants at the start of the year
676
Contracts on file
2
Contract value
$26,927,071
Plan year end
June

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AXA EQUITABLE LIFE INSURANCE COMPANY.

The contracts held $26,927,071 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC11June$46,078$0
TIAA-CREFAnnuity / GIC644June$26,880,993$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

TIAA-CREF
Contract administrator · EIN 13-1624203
$103,031
paid directly by the plan
GLOBAL RETIREMENT PARTNERS LLC
Contract administrator · EIN 47-1411118
$13,462
paid directly by the plan
TRONCONI SEGARRA & ASSOICATES LLP
Accounting and audit · EIN 04-3728817
$9,450
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 683 employees, 3 recordable cases, 53 days away from work.

EmployeesThe company's own average for the year
683
Hours worked
840,338
Recordable cases
3
Days away from work
53

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$102,741,943
Paid out in benefits
$9,143,167
Participants at the start of the year
676
Participants with account balances
664

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 04-3728817
TRONCONI SEGARRA & ASSOCIATES LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$9,450

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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