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Form 5500 · Retirement plan · NEW YORK, NY

THE JUILLIARD SCHOOL

The filing calls this plan THE JUILLIARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN.

THE JUILLIARD SCHOOL of NEW YORK, NY'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
TIAA-CREF
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1624067 · plan 001 · plan year 2025, filed Apr 14, 2026

Participants at the start of the year
981
Contracts on file
1
Contract value
$34,847,051
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 $34,847,051 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 / GIC624June$34,847,051$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
Recordkeeping and information management · EIN 13-1624203
$118,302
paid directly by the plan
CAPFINANCIAL PARTNERS, LLC
Named on Schedule C · EIN 26-0058143
$57,660
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
$179,665,019
Paid out in benefits
$6,980,688
Participants at the start of the year
981
Participants with account balances
982

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$29,680

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

plan 509Insured benefit plan · 1 Schedule A contractRenews ~Jan 1Group Dental Insurance PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Group Life Insurance PlanInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Total Disability InsuranceInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Vision Benefit PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Eap PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1

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