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Form 5500 · Retirement plan · DAYTONA BEACH, FL

EMBRY-RIDDLE AERONAUTICAL UNIVERSITY

The filing calls this plan EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN.

EMBRY-RIDDLE AERONAUTICAL UNIVERSITY of DAYTONA BEACH, FL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TIAA-CREF. 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
Insurance company
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0936101 · plan 001 · plan year 2024, filed Sep 16, 2025

Participants at the start of the year
6,460
Contracts on file
1
Contract value
$110,842,178
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $110,842,178 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 December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC2,179December$110,842,178$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
Recordkeeping and information management · EIN 13-1624203
$502,410
paid directly by the plan
CAPFINANCIAL PARTNERS. LLC
Named on Schedule C · EIN 26-0058143
$69,000
paid directly by the plan
KPMG LLP
Accounting and audit · EIN 13-5565207
$40,000
paid directly by the plan

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

What the plan holds

Plan assets at year end
$641,068,842
Paid out in benefits
$37,742,003
Participants at the start of the year
6,460
Participants with account balances
5,710

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 13-5565207
KPMG LLP
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$40,000

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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