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Form 5500 · Retirement plan · GRINNELL, IA

TRUSTEES OF GRINNELL COLLEGE

The filing calls this plan GRINNELL COLLEGE EMPLOYEES RETIREMENT SAVINGS PLAN.

TRUSTEES OF GRINNELL COLLEGE of GRINNELL, IA files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by THE VARIABLE ANNUITY LIFE INSURANCE CO. and 2 other insurers. 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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0680387 · plan 001 · plan year 2024, filed Sep 16, 2025

Participants at the start of the year
2,005
Contracts on file
3
Contract value
$79,920,348
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE VARIABLE ANNUITY LIFE INSURANCE CO..

The contracts held $79,920,348 at the end of the plan year, as reported on Schedule A.

$12 in agent commissions is disclosed across the contracts; DAVID W. DYKSTRA 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

CarrierContract typeCoveredYear endsContract valueCommission
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC1December$37,911$12
MASSMUTUAL ASCEND LIFE INSURANCE COMPANYAnnuity / GIC1December$72,829$0
TIAA-CREFAnnuity / GIC1,148December$79,809,608$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 GRINNELL COLLEGE
EIN 42-0680387
TIAA
Named on Schedule C · EIN 13-1624203
$156,407
paid directly by the plan
CBIZ INVESTMENT ADVISORY SERVICES
Named on Schedule C · EIN 81-3968784
$59,767
paid directly by the plan
CLIFTONLARSONALLEN LLP
Named on Schedule C · EIN 41-0746749
$17,325
paid directly by the plan
FIDELITY INVESTMENTS INSTITUTIONAL
Named on Schedule C · EIN 04-2647786
$72
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
$374,409,137
Paid out in benefits
$28,246,007
Participants at the start of the year
2,005
Participants with account balances
2,030

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

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN, LLP
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$17,325

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

More employer plans in Iowa — largest plans, brokers, carriers and renewal months.

TRUSTEES OF GRINNELL COLLEGE plan 001 — retirement plan: annuity and GIC contracts and agent of record on Schedule A · Form5500Lookup