Form 5500 · Retirement plan · UNIVERSITY HEIGHTS, OH
JOHN CARROLL UNIVERSITY
The filing calls this plan JOHN CARROLL UNIVERSITY DC RETIREMENT PLAN TAX DEFERRED ANNUITY RETIREMENT PLAN.
JOHN CARROLL UNIVERSITY of UNIVERSITY HEIGHTS, OH's retirement plan holds 3 insurance-company contracts (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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0714681 · plan 002 · plan year 2024, filed Oct 14, 2025
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 AXA EQUITABLE LIFE INSURANCE COMPANY.
The contracts held $55,928,119 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMPANY | Annuity / GIC | 1 | December | $217,654 | $0 |
| THE VARIABLE ANNUITY LIFE INSURANCE CO. | Annuity / GIC | 1 | December | $450 | $0 |
| TIAA-CREF | Annuity / GIC | 897 | December | $55,710,015 | $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.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
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.
Other plans filed by this employer
More employer plans in Ohio — largest plans, brokers, carriers and renewal months.