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Form 5500 · Retirement plan · WHEATON, IL

WHEATON COLLEGE

The filing calls this plan WHEATON COLLEGE RETIREMENT PLAN.

WHEATON COLLEGE of WHEATON, IL 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
TIAA-CREF
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2182171 · plan 001 · plan year 2025, filed Jun 22, 2026

Participants at the start of the year
2,134
Contracts on file
1
Contract value
$51,688,190
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 $51,688,190 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 / GIC836December$51,688,190$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

TIAA - TEACHERS INSURANCE & ANNUITY
Recordkeeping and information management · Contract administrator · Custodian · EIN 13-1624203
$117,667
paid directly by the plan
FIDUCIENT ADVISORS, LLC
Named on Schedule C · EIN 36-4001764
$69,863
paid directly by the plan
PRAIRIE INVESTMENT ADVISORS
Named on Schedule C · EIN 47-1967366
$15,476
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: 59 employees, 1 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
59
Hours worked
90,282
Recordable cases
1
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$260,148,930
Paid out in benefits
$20,116,667
Participants at the start of the year
2,134
Participants with account balances
1,445

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA - TEACHERS INSURANCE & ANNUITY
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

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

Group Dental Plan Of Wheaton CollegeInsured benefit plan · 1 Schedule A contractRenews ~Jan 1plan 501Insured benefit plan · 1 Schedule A contractRenews ~Jan 1Total Disability Plan Of Wheaton CollegeInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Group Vision Plan Of Wheaton CollegeInsured benefit plan · 1 Schedule A contractRenews ~Jan 1plan 504Insured benefit plan · 1 Schedule A contractRenews ~Sep 1plan 502Form 5500 filing · no insured Schedule A contractsFlexible Benefit PlanForm 5500 filing · no insured Schedule A contracts

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