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Form 5500 · Retirement plan · SAN ANTONIO, TX

ST. MARY'S UNIVERSITY

The filing calls this plan ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN.

ST. MARY'S UNIVERSITY of SAN ANTONIO, TX files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by TEACHERS INSURANCE AND ANNUITY ASSOCIATION and 1 other insurer. 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
TEACHERS INSURANCE AND ANNUITY ASSOCIATION
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1143128 · plan 002 · plan year 2025, filed Sep 8, 2026

Participants at the start of the year
1,331
Contracts on file
2
Contract value
$42,905,640
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 TEACHERS INSURANCE AND ANNUITY ASSOCIATION.

The contracts held $42,905,640 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
TEACHERS INSURANCE AND ANNUITY ASSOCIATIONAnnuity / GIC441December$37,430,876$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC875December$5,474,764$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

MORGAN STANLEY SMITH BARNEY LLC
Named on Schedule C · EIN 11-3658445
$107,303
paid directly by the plan
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$83,779
paid directly by the plan
FIDELITY INVESTMENTS INST. OPS. CO.
Named on Schedule C · EIN 04-2647786
$1,711
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
$199,879,565
Paid out in benefits
$21,804,081
Participants at the start of the year
1,331
Participants with account balances
1,254

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

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

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 510Insured benefit plan · 4 Schedule A contractsRenews ~Oct 1

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