Form 5500 · Retirement plan · RICHMOND, VA
THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION
The filing calls this plan SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA.
THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION of RICHMOND, VA's retirement plan holds 6 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-4833402 · plan 333 · plan year 2024, filed Sep 22, 2025
Plan brief
Schedule A lists 6 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with VOYA RETIREMENT INSTITUTION.
The contracts held $312,407,710 at the end of the plan year, as reported on Schedule A.
$1,773 in agent commissions is disclosed across the contracts; JENNIFER HOLMS 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSTITUTION | Annuity / GIC | 7 | December | $129,632 | $1,380 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 2 | December | $10,271 | $313 |
| THE VARIABLE ANNUITY LIFE INSURANCE CO. | Annuity / GIC | 19 | December | $159,374 | $80 |
| TIAA-CREF | Annuity / GIC | 1,110 | December | $48,898,716 | $0 |
| TIAA-CREF | Annuity / GIC | 0 | December | — | $0 |
| TIAA-CREF | Annuity / GIC | 9,846 | December | $263,209,717 | $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.
Administrator and service providers
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
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
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.
The filing reports that employee contributions were not forwarded to the plan on time (line 4a).
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