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Form 5500 · Retirement plan · ATLANTA, GA

NATIONAL FOUNDATION FOR THE CDC, INC.

The filing calls this plan NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN.

NATIONAL FOUNDATION FOR THE CDC, INC. of ATLANTA, GA'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
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-2106707 · plan 001 · plan year 2025, filed Feb 17, 2026

Participants at the start of the year
2,088
Contracts on file
1
Contract value
$7,041,450
Plan year end
June

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 $7,041,450 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 June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC1,434June$7,041,450$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
NATIONAL FOUNDATION FOR THE CDC, INC.
EIN 58-2106707
TIAA
RECORDKEEPER · EIN 13-1624203
$105,400
paid directly by the plan
ONEDIGITAL INVESTMENT ADVISORS
ADVISOR · EIN 82-1434504
$47,559
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
$68,069,228
Paid out in benefits
$6,582,382
Participants at the start of the year
2,088
Participants with account balances
1,693

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

Who runs the plan

Independent accountantEIN 56-0574444
CHERRY BEKAERT LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$158

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.

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