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Form 5500 · Retirement plan · KALAMAZOO, MI

WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE

The filing calls this plan WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN.

WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE of KALAMAZOO, MI files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TIAA-CREF. 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
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-4135256 · plan 002 · plan year 2025, filed Aug 4, 2026

Participants at the start of the year
715
Contracts on file
1
Contract value
$3,238,462
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 $3,238,462 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 / GIC72December$3,238,462$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
WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE
EIN 45-4135256
CAPFINANCIAL PARTNERS, LLC
NONE KNOWN · EIN 26-0058143
$30,514
paid directly by the plan
FIDELITY INVESTMENTS INST OP CO
NONE KNOWN · EIN 04-2647786
$2,151
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: 1,008 employees, 54 recordable cases, 14 days away from work.

EmployeesThe company's own average for the year
1,008
Hours worked
1,436,530
Recordable cases
54
Days away from work
14
Establishments filed under this EIN
6

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$59,093,806
Paid out in benefits
$2,394,093
Participants at the start of the year
715
Participants with account balances
593

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

Who runs the plan

Independent accountantEIN 33-1498605
PLANTE & MORAN, PLLC
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.

Other plans filed by this employer

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