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Form 5500 · Retirement plan · ANN ARBOR, MI

EVERSIGHT

The filing calls this plan EVERSIGHT 403(B) DC PLAN.

EVERSIGHT of ANN ARBOR, MI's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. 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 38-2117115 · plan 001 · plan year 2024, filed Jul 31, 2025

Participants at the start of the year
324
Contracts on file
1
Contract value
$4,155,088
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 $4,155,088 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-CREFLife, Disability, Annuity / GIC160December$77,011$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

Plan administrator on the filing
EVERSIGHT
EIN 38-2117115
CAPTRUST
Named on Schedule C · EIN 26-0058143
$15,076
paid directly by the plan
TIAA
Contract administrator · Recordkeeping and information management · EIN 13-1624203
$18,981
paid directly by the plan
CAPTRUST
Named on Schedule C · EIN 26-0058143
$14,358
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$26,213,998
Paid out in benefits
$816,508
Participants at the start of the year
324
Participants with account balances
282

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 86-1928438
RETIREMENT PLAN AUDIT SERVICES, LLC
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.

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