Tiaa Bank 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019, when $265.3 million was transferred out of the plan. Assets moved to the TIAA CODE SECTION 401(K) PLAN (sponsored by TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the TIAA CODE SECTION 401(K) PLAN →

Tiaa Bank 401(k) Plan Facts (plan year 2019)

Plan name
EVERBANK PROFIT SHARING & SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TIAA BANK
Participants
3,876
Former employees with a balance
0
Recordkeeper
Merrill Lynch, Pierce, Fenner And S
Plan year
Jan 1, 2019 – Mar 31, 2019
Plan established
Feb 25, 1985
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2019 (Jan 1, 2019 – Mar 31, 2019), filed Jan 15, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $103,699 went into the plan in contributions.
  • $12.9 million was paid out to participants.
  • Investment and other income added $23.0 million.

How the Tiaa Bank 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20144,784$194.7 million$11.9 million$23.5 million
20154,073$202.7 million$12.0 million$21.2 million
20164,007$228.6 million$12.1 million$22.4 million
20173,921$272.7 million$12.4 million$23.7 million
20183,854$264.7 million$9.09 million$20.3 million
2019 (final)3,876$0$0$12.9 million

Tiaa Bank 401(k) Contact Information

Phone
904-281-6000
Mailing address
301 W BAY STREET, JACKSONVILLE FL 32202
Plan sponsor
TIAA BANK
Employer identification number (EIN)
59-3531592
Plan number
002

Questions about the Tiaa Bank 401(k)

Is the Tiaa Bank 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019. Its assets were transferred to the TIAA CODE SECTION 401(K) PLAN.

Does Tiaa Bank contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Tiaa Bank 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Tiaa Bank 401(k) plan?

3,876 participants at the start of plan year 2019.

Who manages the Tiaa Bank 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.

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