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Form 5500 · Retirement plan · LOS ANGELES, CA

UNIVERSITY OF SOUTHERN CALIFORNIA

The filing calls this plan UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN.

UNIVERSITY OF SOUTHERN CALIFORNIA of LOS ANGELES, CA's retirement plan holds 6 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 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1642394 · plan 002 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
42,508
Contracts on file
6
Contract value
$552,791,515
Plan year end
December

Plan brief

Schedule A lists 6 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $552,791,515 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
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC1December$10,125,048$0
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC1December$2,528,655$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC666December$14,450,523$0
SUNAMERICA LIFE INSURANCE COMPANYAnnuity / GIC364December$1,511,694$0
SUNAMERICA LIFE INSURANCE COMPANYAnnuity / GIC364December$1,547,619$0
TIAA-CREFAnnuity / GIC7,144December$522,627,976$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

VANGUARD GROUP INC.
Recordkeeping and information management · EIN 23-1945930
$353,752
paid directly by the plan
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$218,571
paid directly by the plan
FIDELITY INVESTMENTS
RECORDKEEPER · EIN 04-2647786
$-18,198
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: 1,805 employees, 72 recordable cases, 972 days away from work.

EmployeesThe company's own average for the year
1,805
Hours worked
3,120,856
Recordable cases
72
Days away from work
972
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$5,016,619,293
Paid out in benefits
$275,833,654
Participants at the start of the year
42,508
Participants with account balances
44,381

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

Who runs the plan

RecordkeeperEIN 23-1945930
VANGUARD GROUP INC.
Independent accountantEIN 13-4008324
PRICEWATERHOUSECOOPERS 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.

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