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Form 5500 · Retirement plan · BOSTON, MA

TRUSTEES OF EMMANUEL COLLEGE

The filing calls this plan EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN.

TRUSTEES OF EMMANUEL COLLEGE of BOSTON, MA 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
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2105769 · plan 001 · plan year 2024, filed Oct 11, 2025

Participants at the start of the year
961
Contracts on file
1
Contract value
$22,812,418
Plan year end
December

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 $22,812,418 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
TIAA-CREFAnnuity / GIC714December$22,812,418$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
TRUSTEES OF EMMANUEL COLLEGE
EIN 04-2105769
TIAA
Named on Schedule C · EIN 13-1624203
$87,665
paid directly by the plan
FIDUCIARY INVESTMENT ADVISORS LLC
Named on Schedule C · EIN 20-4751585
$35,602
paid directly by the plan
GRAY, GRAY & GRAY LLP
Named on Schedule C · EIN 04-2088368
$18,000
paid directly by the plan
THE ANGELL PENSION GROUP, INC.
Named on Schedule C · EIN 04-2530412
$8,118
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
$121,631,756
Paid out in benefits
$4,721,852
Participants at the start of the year
961
Participants with account balances
714

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

Who runs the plan

Independent accountantEIN 04-2088368
GRAY, GRAY & GRAY, LLP
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$7,121

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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