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Form 5500 · Retirement plan · HOBOKEN, NJ

STEVENS INSTITUTE OF TECHNOLOGY

The filing calls this plan STEVENS INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTI.

STEVENS INSTITUTE OF TECHNOLOGY of HOBOKEN, NJ'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.

Agent of record (Schedule A)
ROBERT W TOTH
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 22-1487354 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
2,368
Contracts on file
3
Contract value
$99,863,620
Plan year end
December

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 THE VARIABLE ANNUITY LIFE INSURANCE CO..

The contracts held $99,863,620 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
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC41December$219,681$0
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC8December$59,545$0
TIAA-CREFAnnuity / GIC1,208December$99,584,394$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
STEVENS INSTITUTE OF TECHNOLOGY
EIN 22-1487354
TEACHERS INSUR. & ANNUITY ASSOC.
Recordkeeping and information management · EIN 13-1624203
$213,089
paid directly by the plan
CAPFINANCIAL PARTNERS, LLC
Named on Schedule C · EIN 26-0058143
$82,366
paid directly by the plan
BAKER TILLY US, LLP
Accounting and audit · EIN 30-1413443
$28,350
paid directly by the plan
STEVENS INSTITUTE OF TECHNOLOGY
Named on Schedule C · EIN 22-1487354
$13,793
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
$466,462,605
Paid out in benefits
$27,179,341
Participants at the start of the year
2,368
Participants with account balances
2,394

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

Who runs the plan

RecordkeeperEIN 13-1624203
TEACHERS INSUR. & ANNUITY ASSOC.
Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
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.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

Health And Welfare Benefit PlanInsured benefit plan · 8 Schedule A contractsRenews ~Jan 1plan 002Retirement plan · 1 Schedule A contractNo. 660 Pension PlanRetirement plan · 1 Schedule A contract

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