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Original filing (PDF)20251006072140NAL0003307841001
UNIVERSITY OF HARTFORD
Form 5500
FILING_RECEIVED
UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
777
Accounts w/ balance
2,170
Plan assets (EOY)
$457.5M
Net assets (EOY)
$457.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF HARTFORD.
Plan sponsor
Name
UNIVERSITY OF HARTFORD
EIN
06-0731360
Address
200 BLOOMFIELD AVENUE · WEST HARTFORD, CT · 06117
Phone
(860) 768-4665
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $104K | — |
| USI CONSULTING GROUP | 06-1397347 | — | NONE | $47K | — |
| COHNREZNICK LLP | 33-4144829 | — | NONE | $12K | — |
Investments
32 direct securities · 1 pooled fund· $457.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$429.1M
31 holdings
Pooled Separate Account
$14.5M
1 holding
Mutual Funds
$13.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Traditional Annuity - Non-Fully Benefit-Responsive | — | — | — | $105.4M | 23.0% | |
| Variable annuity contracts * CREF Stock Account | — | — | — | $80.9M | 17.7% | |
| CREF Global Equities Account | — | — | — | $29.6M | 6.5% | |
| CREF Growth Account | — | — | — | $27.8M | 6.1% | |
| CREF Equity Index Account | — | — | — | $24.6M | 5.4% | |
| TIAA Traditional Annuity - Fully Benefit-Responsive | — | — | — | $19.8M | 4.3% | |
| CREF Social Choice Account | — | — | — | $17.1M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.5M | 3.2% | |
| American Funds American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $13.9M | 3.0% | |
| CREF Bond Market Account | — | — | — | $12.5M | 2.7% | |
| Nuveen International Equity Fund | — | — | — | $11.6M | 2.5% | |
| Vanguard Treasury Money Market Fund | — | — | — | $10.8M | 2.4% | |
| Nuveen Lifecycle 2040 Fund | — | — | — | $9.8M | 2.1% | |
| Nuveen Small-Cap Equity Fund | — | — | — | $9.7M | 2.1% | |
| MFS Investment Management MFS Mid-Cap Value Fund | — | — | — | $8.0M | 1.7% | |
| Nuveen Lifecycle 2030 Fund | — | — | — | $7.9M | 1.7% | |
| Nuveen Lifecycle 2045 Fund | — | — | — | $7.7M | 1.7% | |
| CREF Inflation-Linked Bond Account | — | — | — | $7.2M | 1.6% | |
| Nuveen Lifecycle 2035 Fund | — | — | — | $7.0M | 1.5% | |
| Nuveen Lifecycle 2050 Fund | — | — | — | $6.2M | 1.4% | |
| Nuveen Lifecycle 2025 Fund | — | — | — | $6.2M | 1.3% | |
| Nuveen Lifecycle 2020 Fund | — | — | — | $4.6M | 1.0% | |
| Nuveen Large-Cap Growth Fund | — | — | — | $4.6M | 1.0% | |
| Nuveen Lifecycle 2055 Fund | — | — | — | $2.9M | 0.6% | |
| Delaware Funds by Macquarie Delaware Ivy Mid-Cap Growth Fund | — | — | — | $2.5M | 0.5% | |
| Nuveen Lifecycle 2015 Fund | — | — | — | $1.3M | 0.3% | |
| PGIM Investments PGIM Global Total Return Fund | — | — | — | $1.3M | 0.3% | |
| Nuveen Lifecycle 2010 Fund | — | — | — | $1.2M | 0.3% | |
| CREF Money Market Account | — | — | — | $386K | <0.1% | |
| Nuveen Lifecycle 2060 Fund | — | — | — | $372K | <0.1% | |
| dates, secured by participant account balances | — | — | — | $222K | <0.1% | |
| Nuveen Lifecycle Retirement Income Fund | — | — | — | $58K | <0.1% | |
| Nuveen Lifecycle 2065 Fund | — | — | — | $23K | <0.1% |