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Form 5500 · Retirement plan · BOSTON, MA

EMERSON COLLEGE

The filing calls this plan EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN.

EMERSON COLLEGE of BOSTON, MA files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by THE VARIABLE ANNUITY LIFE INSURANCE CO. and 2 other insurers. 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)
CLIENT SUPPORT TEAM
Insurance company
THE VARIABLE ANNUITY LIFE INSURANCE CO.
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-1286950 · plan 001 · plan year 2025, filed Aug 5, 2026

Participants at the start of the year
1,908
Contracts on file
3
Contract value
$30,888,568
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE VARIABLE ANNUITY LIFE INSURANCE CO..

The contracts held $30,888,568 at the end of the plan year, as reported on Schedule A.

$997 in agent commissions is disclosed across the contracts; CLIENT SUPPORT TEAM is the agent of record.

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
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC78December$3,178,748$997
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC1,330December$4,573,939$0
TIAA-CREFAnnuity / GIC539December$23,135,881$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

FIDELITY INVESTMENTS
RECORDKEEPER · EIN 04-2647786
$3,645
paid directly by the plan
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$245,154
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan
COREBRIDGE FINANCIAL
RECORDKEEPER · EIN 74-1625348
$263
paid directly by the plan
MMA SECURITIES LLC
ADVISOR · EIN 22-3570392
$37,500
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
$270,778,863
Paid out in benefits
$22,357,504
Participants at the start of the year
1,908
Participants with account balances
1,945

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

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 04-3499945
CARON BLETZER, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

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

Other plans filed by this employer

plan 501Insured benefit plan · 2 Schedule A contractsRenews ~Jan 1

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