ERISA STATEMENT

Annual Report for Wesleyan University Retirement Plans

This is the summary for Wesleyan University’s TIAA and Fidelity Investments Retirement Program for Faculty, Professional Librarians, Exempt Staff, Non-Exempt Staff (EIN 060646959, PN 001) for the fiscal year ended June 30, 2018. There were 1,992 active participants in the plan at the end of the plan year. Employer contributions paid on behalf of participants during the year totaled $9,059,999. The Wesleyan University Tax Deferred Annuity Plan (EIN 060646959, PN 002) included 1,219 active participants at the end of the plan year and employee contributions totaled $10,401,553. The annual report has been filed with the Employee Benefits Security Administration, as required by the Employee Retirement Income Security Act of 1974 (ERISA).

2020 Summary Annual Report for Retirement Program

2020 Summary Annual Report for Tax Deferred Annuity Plan