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Form 5500 · Retirement plan · NEW YORK, NY

THE CONFERENCE BOARD, INC.

The filing calls this plan TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS).

THE CONFERENCE BOARD, INC. of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TIAA-CREF. 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
TIAA-CREF
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1624108 · plan 003 · plan year 2025, filed Apr 15, 2026

Participants at the start of the year
563
Contracts on file
1
Contract value
$8,257,854
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 $8,257,854 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 / GIC137June$8,257,854$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
Contract administrator · Recordkeeping and information management · EIN 13-1624203
$65,846
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
$65,258,170
Paid out in benefits
$7,044,366
Participants at the start of the year
563
Participants with account balances
509

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 35-0921680
CROWE 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.

Other plans filed by this employer

plan 501Insured benefit plan · 9 Schedule A contractsRenews ~Jan 1plan 002Retirement plan · 2 Schedule A contractsplan 001Form 5500 filing · no insured Schedule A contracts

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