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Form 5500 · Retirement plan · ITHACA, NY

ITHACA COLLEGE

The filing calls this plan ITHACA COLLEGE 403(B) RETIREMENT PLAN.

ITHACA COLLEGE of ITHACA, NY 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 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 15-0532204 · plan 001 · plan year 2025, filed Sep 10, 2026

Participants at the start of the year
3,750
Contracts on file
1
Contract value
$262,328,041
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 $262,328,041 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 / GIC3,649December$262,328,041$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
$178,419
paid directly by the plan
FLEXPATH STRATEGIES, LLC
Named on Schedule C · EIN 46-4782313
$139,716
paid directly by the plan
FIDUCIENT ADVISORS, LLC
Named on Schedule C · EIN 36-4001764
$77,276
paid directly by the plan
NFP RETIREMENT, INC.
Named on Schedule C · EIN 33-0905143
$45,500
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
$682,555,374
Paid out in benefits
$48,240,506
Participants at the start of the year
3,750
Participants with account balances
3,602

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$31,080

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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