University of Miami pension plans

University of Miami, Coral Gables, FL. EIN 59-0624458. Annual reports 2009–2025.

University of Miami has 6 active retirement plans on file. The largest is the University of Miami Retirement Savings Plan, with 18,632 participants and $2.5 billion in assets in 2025. Fidelity has been its recordkeeper since 2022.

Active plans
6
Participants
41,902
Plan assets
$5.7 billion
401(k) recordkeeper
Fidelity
Plans on file
6
Industry
Education

All 6 plans

Active plans first

University of Miami Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
005Employer EIN 59-0624458
Participants (2025)
18,632
Net assets (2025)
$2.5 billion
Recordkeeper
FidelityEarlier: TIAA (2016–2021), Lincoln Financial (2011–2015), Fidelity (2009–2010)
Plan administrator
University of Miami
Po. Box 248106
Coral Gables, FL 33124
(305) 284-3004As filed for 2025
In effect since
June 1, 2007
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202518,632$2.5 billionFidelity
202419,738$2.1 billionFidelity
202319,746$1.7 billionFidelity
202219,270$1.4 billionFidelity
202117,981$1.5 billionTIAA
202020,633$1.3 billionTIAA
201919,797$1.1 billionTIAA
201819,421$837 millionTIAA
201716,269$812 millionTIAA
201616,320$620 millionTIAA
201512,400$509 millionLincoln Financial
201411,298$458 millionLincoln Financial
201310,022$412 millionLincoln Financial
201210,797$324 millionLincoln Financial
201111,102$224 millionLincoln Financial
20107,663$175 millionFidelity
20098,396$101 millionFidelity

Retirement Savings Plan III

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
007Employer EIN 59-0624458
Participants (2025)
10,278
Net assets (2025)
$213 million
Recordkeeper
Fidelity2020–2025
Plan administrator
University of Miami
6200 San Amaro Drive, Suite 200.01
Coral Gables, FL 33146
(305) 284-3004As filed for 2025
In effect since
January 1, 2020

Earlier plan names: Uhealth Retirement Savings Plan III.

Year by year, 2020 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202510,278$213 millionFidelity
202410,027$128 millionFidelity
20237,228$66.5 millionFidelity
20225,164$29.5 millionFidelity
20213,225$13.1 millionFidelity
20201,276$2.6 millionFidelity

University of Miami Supplemental Retirement Annuity Program

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 59-0624458
Participants (2025)
3,444
Net assets (2025)
$860 million
Recordkeeper
FidelityEarlier: T. Rowe Price (2009)
Plan administrator
University of Miami
6200 San Amaro Drive, Suite 200.01
Coral Gables, FL 33146
(305) 284-3004As filed for 2025
In effect since
January 1, 1975
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20253,444$860 millionFidelity
20243,708$810 millionFidelity
20234,197$758 millionFidelity
20224,105$689 millionFidelity
20214,636$833 millionFidelity
20204,893$775 millionFidelity
20195,538$715 millionFidelity
20185,875$631 millionFidelity
20174,956$659 millionFidelity
20165,639$594 millionFidelity
20156,470$563 millionFidelity
20146,668$571 millionFidelity
20136,414$553 millionFidelity
20126,585$493 millionFidelity
20109,102$469 millionFidelity
200913,035$428 millionT. Rowe Price

Defined Contribution Retirement Plan for Faculty of the University of Miami

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
003Employer EIN 59-0624458
Participants (2025)
2,258
Net assets (2025)
$1.3 billion
Recordkeeper
Fidelity2009–2025
Plan administrator
University of Miami
P.O. Box 248106
Coral Gables, FL 33124
(305) 284-3004As filed for 2025
In effect since
June 1, 1980
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20252,258$1.3 billionFidelity
20242,379$1.2 billionFidelity
20232,486$1.1 billionFidelity
20222,670$1.0 billionFidelity
20212,818$1.3 billionFidelity
20203,115$1.2 billionFidelity
20193,238$1.1 billionFidelity
20183,385$964 millionFidelity
20173,357$1.0 billionFidelity
20163,609$907 millionFidelity
20153,940$880 millionFidelity
20143,839$887 millionFidelity
20133,921$878 millionFidelity
20124,293$841 millionFidelity
20114,330$746 millionFidelity
20104,399$751 millionFidelity
20094,454$669 millionFidelity

University of Miami Retirement Savings Plan II

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
006Employer EIN 59-0624458
Participants (2025)
2,149
Net assets (2025)
$218 million
Recordkeeper
FidelityEarlier: TIAA (2017), Fidelity (2009–2016)
Plan administrator
University of Miami
6200 San Amaro Drive, Suite 200.01
Coral Gables, FL 33146
(305) 284-3004As filed for 2025
In effect since
January 1, 2008
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20252,149$218 millionFidelity
20242,286$195 millionFidelity
20232,472$174 millionFidelity
20222,625$146 millionFidelity
20212,747$169 millionFidelity
20204,143$149 millionFidelity
20194,324$154 millionFidelity
20184,204$124 millionFidelity
20174,200$123 millionTIAA
20163,654$103 millionFidelity
20153,370$89.0 millionFidelity
20142,962$82.6 millionFidelity
20133,519$71.5 millionFidelity
20122,941$55.1 millionFidelity
20112,310$41.6 millionFidelity
20102,394$33.2 millionFidelity
20092,077$22.8 millionFidelity

Retirement Plan for Employees of the Univ of Miami

Cash balance pension, frozenActive

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

Plan number
001Employer EIN 59-0624458
Participants (2024)
5,141
Net assets (2024)
$557 million
Last listed administrator
ConduentEarlier: Excelleratehro, LLP (2009)
Plan administrator
Retirement Committee University of Miami
C/O Benefits Administration, P.O. Box 248106
Coral Gables, FL 33124
(305) 284-3004As filed for 2024
In effect since
October 1, 1963

Earlier plan names: Retirement Plan for Employees of the University of Miami.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,141$557 millionnot listed
20235,332$568 millionnot listed
20225,454$568 millionnot listed
20215,653$628 millionnot listed
20208,535$877 millionnot listed
20199,062$873 millionnot listed
20189,436$791 millionConduent
20179,977$800 millionConduent
201610,826$818 millionConduent
201511,107$747 millionConduent
201411,444$768 millionConduent
201312,464$721 millionConduent
201214,407$663 millionConduent
201114,347$557 millionConduent
201014,517$546 millionConduent
200914,546$459 millionExcelleratehro, LLP

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the University of Miami Retirement Savings 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 ((305) 284-3004). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. 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.

Other education employers in FL