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Form 5500 · Retirement plan · NORTH EASTON, MA

STONEHILL COLLEGE

The filing calls this plan STONEHILL COLLEGE 403(B) RETIREMENT SAVINGS PLAN.

STONEHILL COLLEGE of NORTH EASTON, MA'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 04-2104229 · plan 001 · plan year 2025, filed Jan 14, 2026

Participants at the start of the year
1,337
Contracts on file
1
Contract value
$49,201,253
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 $49,201,253 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 / GIC660June$49,201,253$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

CAPFINANCIAL PARTNERS, LLC
Named on Schedule C · EIN 26-0058143
$107,563
paid directly by the plan
TIAA-TEACHERS INSURANCE AND ANNUITY
Plan administrator · EIN 13-1624203
$85,422
paid directly by the plan
FIDELITY INVESTMENTS INSTITUTIONAL
Named on Schedule C · EIN 04-2647786
$366
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
$239,866,999
Paid out in benefits
$18,148,765
Participants at the start of the year
1,337
Participants with account balances
1,094

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

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

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

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