Terry Donovan signed UCF Athletics Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UCF Athletics Association, Inc.'s EIN is 56-2334448.
Download the official 2024 Form 5500 (PDF) for UCF Athletics Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UCF Athletics Association, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $44K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Nuveen Lifecycle 2040 Retire | Mutual Funds | — | — | $1.7M | 9.2% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $1.1M | 6.3% | |
| TIAA-CREF Nuveen Lifecycle 2035 Retire | Mutual Funds | — | — | $1.1M | 6.2% | |
| VALIC International Equities Index Fund | Common Collective Trusts | — | — | $1.1M | 6.1% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $846K | 4.7% | |
| VALIC Vanguard Windsor II | Mutual Funds | — | — | $780K | 4.3% | |
| Investment Contract * VALIC Fixed Account Plus | Other securities | — | — | $673K | 3.7% | |
| VALIC Emerging Economies | Other securities | — | — | $667K | 3.7% | |
| TIAA Traditional Annuity (GSRA) | Mutual Funds | — | — | $538K | 3.0% | |
| VALIC Global Strategy ** 890 * VALIC GS Vit Gov Money Mkt FD Inst | Cash / Money Market | — | — | $489K | 2.7% | |
| VALIC Mid Cap Strategic Gwth | Other securities | — | — | $477K | 2.6% | |
| VALIC Ariel Fund ** 838 * VALIC Core Bond Fund | Other securities | — | — | $473K | 2.6% | |
| TIAA-CREF Nuveen Lifecycle 2030 Retire | Mutual Funds | — | — | $438K | 2.4% | |
| VALIC US Socially Responsible Fund | Other securities | — | — | $417K | 2.3% | |
| VALIC VC I Capital Appreciation | Other securities | — | — | $397K | 2.2% | |
| VALIC International Value Fund | Other securities | — | — | $372K | 2.1% | |
| TIAA-CREF Nuveen Lifecycle 2055 Retire | Mutual Funds | — | — | $367K | 2.0% | |
| VALIC T Rowe Price Retirmnt 2030 Adv | Mutual Funds | — | — | $344K | 1.9% | |
| VALIC International Socially Responsible Fund | Other securities | — | — | $325K | 1.8% | |
| VALIC Vanguard Wellington Fund Inc | Mutual Funds | — | — | $315K | 1.7% | |
| TIAA-CREF Nuveen Lifecycle 2050 Retire | Mutual Funds | — | — | $304K | 1.7% | |
| TIAA-CREF Nuveen Lifecycle 2025 Retire | Mutual Funds | — | — | $300K | 1.7% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $293K | 1.6% | |
| VALIC International Opportunities | Other securities | — | — | $279K | 1.5% | |
| VALIC Systematic Growth Fund | Other securities | — | — | $261K | 1.4% | |
| VALIC Mid Cap Value Fund | Other securities | — | — | $242K | 1.3% | |
| VALIC Global Real Estate Fund | Other securities | — | — | $224K | 1.2% | |
| Variable Annuities * VALIC Aggressive Growth Lifestyle | Other securities | — | — | $224K | 1.2% | |
| TIAA-CREF Nuveen Lifecycle 2020 Retire | Mutual Funds | — | — | $216K | 1.2% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $214K | 1.2% | |
| VALIC Moderate Growth Lifestyle | Other securities | — | — | $204K | 1.1% | |
| TIAA-CREF Nuveen Lifecycle 2045 Retire | Mutual Funds | — | — | $180K | 1.0% | |
| TIAA-CREF Nuveen Large Cap Value Retire | Mutual Funds | — | — | $153K | 0.8% | |
| VALIC Small Cap Value Fund | Other securities | — | — | $147K | 0.8% | |
| s * TIAA-CREF Nuveen Internatl Equity Retire | Mutual Funds | — | — | $133K | 0.7% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $131K | 0.7% | |
| TIAA Traditional annuity (GRA) | Mutual Funds | — | — | $130K | 0.7% | |
| CREF Stock R1 | Mutual Funds | — | — | $123K | 0.7% | |
| VALIC Inflation Protected Fund | Other securities | — | — | $100K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $100K | 0.6% | |
| 9.50%, maturing through 2029 | Bonds / Notes | — | — | $84K | 0.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $75K | 0.4% | |
| VALIC Government Securities Fund | Other securities | — | — | $72K | 0.4% | |
| TIAA-CREF Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | — | $69K | 0.4% | |
| TIAA-CREF Nuveen Mid Cap Value Retire | Mutual Funds | — | — | $69K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2060 Retire | Mutual Funds | — | — | $69K | 0.4% | |
| VALIC Large Capital Growth | Other securities | — | — | $56K | 0.3% | |
| VALIC Systematic Value | Other securities | — | — | $48K | 0.3% | |
| VALIC High Yield Bond Fund | Other securities | — | — | $47K | 0.3% | |
| VALIC Nasdaq-100® Index Fund | Common Collective Trusts | — | — | $46K | 0.3% |
