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Form 5500 · Retirement plan · BIRMINGHAM, AL

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC

The filing calls this plan UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN.

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC of BIRMINGHAM, AL'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
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-0649108 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
8,718
Contracts on file
1
Contract value
$187,703,666
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 $187,703,666 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 / GIC2,985December$187,703,666$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
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
EIN 63-0649108
TIAA
Recordkeeping and information management · EIN 13-1624203
$593,845
paid directly by the plan
JOHNSON STERLING, INC.
Named on Schedule C · EIN 63-0970725
$481,234
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.

Reported to OSHA

Reported to OSHA for 2025: 5,637 employees, 24 recordable cases, 32 days away from work.

EmployeesThe company's own average for the year
5,637
Hours worked
9,287,425
Recordable cases
24
Days away from work
32

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$1,575,132,187
Paid out in benefits
$66,212,138
Participants at the start of the year
8,718
Participants with account balances
8,337

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)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Long Term Disability PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Group Life PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Vision Service PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1plan 503Form 5500 filing · no insured Schedule A contractsplan 507Form 5500 filing · no insured Schedule A contractsplan 506Form 5500 filing · no insured Schedule A contractsplan 004Form 5500 filing · no insured Schedule A contracts

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