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Form 5500 · Retirement plan · CORAL GABLES, FL

UNIVERSITY OF MIAMI

The filing calls this plan UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN.

UNIVERSITY OF MIAMI of CORAL GABLES, FL files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 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)
OSAIC FA INC
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0624458 · plan 005 · plan year 2025, filed Sep 24, 2026

Participants at the start of the year
19,738
Contracts on file
3
Contract value
$35,834,702
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 LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $35,834,702 at the end of the plan year, as reported on Schedule A.

$11,229 in agent commissions is disclosed across the contracts; OSAIC FA INC 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 LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC131December$4,163,044$10,105
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC266December$1,128,488$1,124
TIAA-CREFAnnuity / GIC730December$30,543,170$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

FIDELITY INVESTMENTS INST OPS CO IN
Custodian · Recordkeeping and information management · EIN 04-2647786
$709,866
paid directly by the plan
STRATEGIC ADVISORS, INC
Named on Schedule C · EIN 04-2654524
$666,856
paid directly by the plan
CAPTRUST
Named on Schedule C · EIN 26-0058143
$93,427
paid directly by the plan
FIDELITY MANAGEMENT TRUST COMPANY
Recordkeeping and information management · Custodian · EIN 04-2723880
$47,037
paid directly by the plan
VARIABLE ANNUITY LIFE INSURANCE COM
Contract administrator · Recordkeeping and information management · Custodian · EIN 74-1625348
$17,190
paid directly by the plan
EXTEND HEALTH LLC DBA WTW
Named on Schedule C · EIN 26-0775680
$7,826
paid directly by the plan
TIAA
Contract administrator · Recordkeeping and information management · Custodian · EIN 13-1624203
$7,657
paid directly by the plan
LINCOLN NATIONAL CORPORATION
Contract administrator · Recordkeeping and information management · Custodian · EIN 35-1140070
$30
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 12,463 employees, 389 recordable cases, 4,531 days away from work.

EmployeesThe company's own average for the year
12,463
Hours worked
23,969,114
Recordable cases
389
Days away from work
4,531
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$2,523,157,222
Paid out in benefits
$123,549,899
Participants at the start of the year
19,738
Participants with account balances
18,621

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

Who runs the plan

RecordkeeperEIN 04-2647786
FIDELITY INVESTMENTS INST OPS CO IN
Independent accountantEIN 13-5565207
KPMG LLP
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

Life And Disability PlanInsured benefit plan · 4 Schedule A contractsRenews ~Jan 1Health And Welfare PlanInsured benefit plan · 4 Schedule A contractsRenews ~Jan 1Long Term Care InsuranceInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Retirement Savings Plan IiRetirement plan · 1 Schedule A contractplan 001Retirement plan · 1 Schedule A contractRetirement Savings Plan IiiRetirement plan · 1 Schedule A contractSupplemental Retirement Annuity ProgramRetirement plan · 5 Schedule A contractsplan 003Retirement plan · 5 Schedule A contracts

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