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Sacred Heart University retirement plans

Sacred Heart University Incorporated, Fairfield, CT. EIN 06-0776644. Annual reports 2009–2024. Also filed as Sacred Heart University.

Sacred Heart University Incorporated has one active retirement plan on file, the Sacred Heart University Defined Contribution Plan, with 5,627 participants and $308 million in assets in 2024. TIAA has been its recordkeeper since 2016. No traditional pension plan appears in Sacred Heart University's filings since 2009.

Active plans
1
Participants
5,627
Plan assets
$308 million
401(k) recordkeeper
TIAA
Plans on file
2
Industry
Education

All 2 plans

Active plans first

Sacred Heart University Defined Contribution Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 06-0776644
Participants (2024)
5,627
Net assets (2024)
$308 million
Recordkeeper
TIAAEarlier: Fidelity (2009–2015)
Plan administrator
Sacred Heart University Incorporated
5151 Park Avenue
Fairfield, CT 06825
(203) 371-7921As filed for 2024
In effect since
June 1, 1963

Plans merged into this one: Sacred Heart University Tax Deferred Annuity Plan (2010).

Earlier plan names: Sacred Heart University Defined Contribution Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,627$308 millionTIAA
20232,390$272 millionTIAA
20222,381$233 millionTIAA
20212,251$267 millionTIAA
20202,193$235 millionTIAA
20192,176$208 millionTIAA
20182,126$177 millionTIAA
20171,975$181 millionTIAA
20161,700$154 millionTIAA
20151,659$143 millionFidelity
20141,665$139 millionFidelity
20131,610$129 millionFidelity
20121,542$112 millionFidelity
20111,510$101 millionFidelity
20101,440$98.4 millionFidelity
20091,361$72.7 millionFidelity

Sacred Heart University Tax Deferred Annuity Plan

403(b)Merged

Merged. In 2010 its assets moved to the Sacred Heart University Defined Contribution Ret. Plan, sponsored by Sacred Heart University Incorporated (EIN 06-0776644, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 06-0776644
Participants (2009)
1,555
Net assets (2009)
$15.4 million
Recordkeeper
Fidelity2009–2010
Plan administrator
Sacred Heart University
5151 Park Avenue
Fairfield, CT 06825
(203) 371-7921As filed for 2010
In effect since
January 1, 1977
Year by year, 2009 to 2010
Plan yearParticipantsNet assetsRecordkeeper
20100$0Fidelity
20091,555$15.4 millionFidelity

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the Sacred Heart University Defined Contribution Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((203) 371-7921). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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