Form 5500 · Retirement plan · LOS ANGELES, CA
UNIVERSITY OF SOUTHERN CALIFORNIA
The filing calls this plan UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN.
UNIVERSITY OF SOUTHERN CALIFORNIA of LOS ANGELES, CA files a Form 5500 for its retirement plan. Schedule A discloses 5 annuity or guaranteed-interest contracts held by the plan, written by AMERICAN GENERAL LIFE INSURANCE COMPANY and 3 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1642394 · plan 001 · plan year 2024, filed Oct 14, 2025
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 AMERICAN GENERAL LIFE INSURANCE COMPANY.
The contracts held $639,761,302 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| AMERICAN GENERAL LIFE INSURANCE COMPANY | Annuity / GIC | 472 | December | $3,029,563 | $0 |
| NEW YORK LIFE INSURANCE COMPANY | Annuity / GIC | 1 | December | $11,459,228 | $0 |
| NEW YORK LIFE INSURANCE COMPANY | Annuity / GIC | 1 | December | $1,333,172 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 624 | December | $9,947,007 | $0 |
| TIAA-CREF | Annuity / GIC | 7,920 | December | $613,992,332 | $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.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,805 employees, 72 recordable cases, 972 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
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
More employer plans in California — largest plans, brokers, carriers and renewal months.