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Form 5500 · Retirement plan · OAK RIDGE, TN

OAK RIDGE ASSOCIATED UNIVERSITIES

The filing calls this plan OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN.

OAK RIDGE ASSOCIATED UNIVERSITIES of OAK RIDGE, TN's retirement plan holds 2 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.

Agent of record (Schedule A)
ANDREW C. CRAFT
Insurance company
THE VARIABLE ANNUITY LIFE INSURANCE CO.
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0476816 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
2,159
Contracts on file
2
Contract value
$109,969,271
Plan year end
December

Plan brief

Schedule A lists 2 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 $109,969,271 at the end of the plan year, as reported on Schedule A.

$1,442 in agent commissions is disclosed across the contracts; ANDREW C. CRAFT 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 / GIC131December$2,556,601$1,442
TIAA-CREFAnnuity / GIC1,877December$107,412,670$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 · Custodian · EIN 13-1624203
$71,906
paid directly by the plan
PENSIONMARK FINANCIAL GROUP, LLC
Named on Schedule C · EIN 61-1758632
$8,501
paid directly by the plan
LBMC, PC
Accounting and audit · EIN 62-1199757
$5,500
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
$359,239,994
Paid out in benefits
$27,179,184
Participants at the start of the year
2,159
Participants with account balances
1,867

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 62-1199757
LBMC, PC
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 · 6 Schedule A contractsRenews ~Jan 1

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