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Form 5500 · Retirement plan · GREENVILLE, TN

TUSCULUM UNIVERSITY

The filing calls this plan TUSCULUM UNIVERSITY 403(B) DC PLAN.

TUSCULUM UNIVERSITY of GREENVILLE, TN's retirement plan holds 5 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.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0484185 · plan 001 · plan year 2025, filed Sep 24, 2026

Participants at the start of the year
224
Contracts on file
5
Contract value
$5,458,210
Plan year end
December

Plan brief

Schedule A lists 5 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $5,458,210 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC222December$92,287$0
TIAA-CREFAnnuity / GIC50December$4,573,731$0
TIAA-CREFAnnuity / GIC50December$480,709$0
TIAA-CREFAnnuity / GIC50December$279,835$0
TIAA-CREFAnnuity / GIC50December$31,648$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

PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$33,925
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
paid directly by the plan
TIAA
Contract administrator · EIN 82-2826183
$6,771
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
$21,255,470
Paid out in benefits
$4,115,822
Participants at the start of the year
224
Participants with account balances
149

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

Who runs the plan

Independent accountantEIN 62-0647474
BLACKBURN, CHILDERS & STEAGALL, PLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

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).

Other plans filed by this employer

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