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Service provider · Schedule C, plan year 2024

Variable Annuity Life Insurance Co.

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

165plans naming this provider
376,847participant records in those plans
$2.3Mcompensation reported, direct and indirect
$7.17median reported per participant151 plans with an amount

For plan year 2024, 165 retirement plans with 100 or more participants reported paying Variable Annuity Life Insurance Co. $5,000 or more. Those plans cover 376,847 participant records, and the service most often reported is recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $2.3M. Per plan, the median was $7.17 per participant, with the middle half of plans between $1.50 and $25.44. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in Florida (29), California (17) and North Carolina (11).

In 2009 it appeared on 357 such filings; in 2024, 164 (down 54%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$1.50$7.17$25.44
Compensation as a share of plan net assets0.00%0.02%0.12%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 3572010: 3322011: 3152012: 3382013: 3322014: 3112015: 3132016: 3132017: 2712018: 2572019: 2352020: 2252021: 2132022: 1922023: 1792024: 16435716420092012201620202024
Plans with 100+ participants naming this provider
2009: $12.3M2010: $5.1M2011: $5.0M2012: $4.7M2013: $4.5M2014: $4.4M2015: $4.8M2016: $6.2M2017: $4.5M2018: $3.5M2019: $3.3M2020: $3.7M2021: $3.1M2022: $2.3M2023: $2.1M2024: $2.3M$12.3M$2.3M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Investment advisory (participants)115
Participant loan processing97
Custodial (securities)97
Investment management96
Other services94
Securities brokerage92

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and AdministrationNew York UniversityNY23,634$5.44B$5,188
The Arc New York Affiliated Employers 403(b) PlanNysarc, Inc.NY23,081$648M$8,712
St. Lukes Health System Matched 403(b) PlanSt. Luke's Health System, Ltd.ID22,859$1.14B$14K
Penn State Health Tax Sheltered Annuity ProgramPenn State HealthPA20,282$532M$3,633
University of Miami Retirement Savings PlanUniversity of MiamiFL19,738$2.07B$17K
The University of Vermont Medical Center 403(b) PlanThe University of Vermont Health Network 403(b)) Retirement Savings PlanVT17,083$2.22B$24K
Ballad Health 403(b) PlanBallad HealthTN16,790$731M$7,290
The Nemours Foundation Section 403(b) PlanThe Nemours FoundationFL16,384$1.31B$26K
Howard University Savings PlanHoward UniversityDC11,681$1.20B$55K
Valley Health System Employee Contributory 403(b) PlanValley Health SystemVA9,898$542M$7,931
Dialysis Clinic, Inc. Thrift PlanDialysis Clinic, Inc.TN9,163$446M$85
The Hospital for Special Surgery 403(b) PlanNew York Society for the Relief of the Ruptured and CrippledNY8,088$866M$31K
Asante 403(b) PlanAsanteOR7,757$759M$129
Adena Health System Tax Deferred Annuity/matched Savings PlanAdena Health SystemOH6,832$240M$14K
Eisenhower Medical Center 403(b) Retirement PlanEisenhower Medical CenterCA6,092$435M$8,300
Anmed Health 401(a) Retirement PlanAnmed HealthSC5,243$117M$35
University of San Diego Defined Contribution Retirement PlanUniversity of San DiegoCA5,108$797M$23K
New York Blood Center Retirement PlanNew York Blood CenterNY4,883$505M$19K
Anmed Health Retirement Savings PlanAnmed HealthSC4,864$237M$1,001
Front Porch Retirement PlanFront Porch Communities and ServicesCA4,800$127M$1,533
403 (B) Retirement PlanNational Jewish HealthCO4,474$356M$431
Nova Southeastern University 403(b) Plan (F/k/a Nova Southeastern University Defined Contribution Retirement Plan)Nova Southeastern University, Inc.FL4,106$467M$26K
University of San Francisco Voluntary Retirement PlanUniversity of San FranciscoCA4,052$374M$556
Sunrise Community, Inc. the Employee Pension Benefit PlanSunrise Community, Inc.FL3,892$29.9M$13K
Pacific Retirement Services, Inc. 401(k) PlanPacific Retirement Services, Inc.OR3,808$112M$1,951
Empath Health 403(b) PlanEmpath-Stratum, Inc.FL3,679$145M$5,965
The Health Care Authority for Baptist Health Matching Dollar PlanThe Health Care Authority for Baptist Health, an Aff of Uab HLTH SystmAL3,459$49.0M$622
Southeastern Regional Medical Center Tax-Deferred Savings PlanSoutheastern Regional Medical CenterNC3,331$127M$6,721
Eya Tax-Sheltered 403(b) PlanEckerd Youth Alternatives, Inc.FL3,270$42.4M$4,893
Roger Williams University Retirement PlanRoger Williams UniversityRI3,064$360M$12K
West Virginia University Medical Corporation Retirement PlanWvu Health SystemWV2,870$392M$10K
Achievement First, Inc. 403(b) PlanAchievement First, Inc.CT2,714$98.8M$30K
West Virginia University Medical Corporation 403(b) PlanWvu Health SystemWV2,694$328M$9,004
Defined Contribution Retirement Plan for Faculty of the University of MiamiUniversity of MiamiFL2,379$1.24B$37K
Christus St. Vincent Retirement PlanSt. Vincent HospitalNM2,362$177M$0
Meharry Medical College Defined Contribution PlanMeharry Medical CollegeTN2,121$136M$2
Brooks Rehabilitation 403(b) Retirement PlanGenesis Health, Inc. d/b/a Brooks RehabilitationFL2,096$123M$707
Northeast Valley Health Corporation 403(b) PlanNortheast Valley Health CorporationCA2,024$97.9M$11K
Emerson College Tax Deferred Annuity PlanEmerson CollegeMA1,908$242M$270
Depauw University Retirement PlanDepauw UniversityIN1,834$252M$12K

Questions and answers

How many plans does Variable Annuity Life Insurance Co. serve?

165 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Variable Annuity Life Insurance Co.?

The median plan reported $7.17 per participant in direct and indirect compensation (151 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Investment advisory (participants) (115 plans), Participant loan processing (97 plans), Custodial (securities) (97 plans) and Investment management (96 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.