Revised Exhibit 1 - Plan Demographics and Employer Information (Updated).xlsx

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Attached to
DMS-2425-199, (SUSORP and SMSOAP)
Solicitation number
ITN-12499
Issued by
Alachua County, Graceville City, Florida

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This file is a detailed Excel spreadsheet (Revised Exhibit 1) containing comprehensive demographics and employer information for the Florida Department of Management Services' State University System Optional Retirement Program (SUSORP) and Senior Management Service Optional Annuity Program (SMSOAP). The document covers membership data as of 12/31/2024, showing 62,062 total eligible employees across 12 state universities, with 19,019 members participating in the program. The solicitation (ITN No. DMS-24/25-199) seeks a bundled service provider for retirement program services, with responses due by June 16, 2025, and an anticipated Notice of Intent to Award on October 1, 2025. The contract will cover recordkeeping, administrative services, member self-service systems, data management, tax processing, education and communication services, and investment management.

The current plan assets total $8,999,365,981.98, with TIAA holding the largest share at $5,254,020,079.57. The contract will be compensation-based through fees charged to program members, with no costs to the Department or employers. Vendors must demonstrate experience managing retirement plans with over 19,000 active members and $3 billion in assets. Current service providers include Corebridge Financial, Equitable, TIAA, and Voya. The solicitation requires vendors to offer specific mutual funds and a Fixed Account/Guaranteed Income Product, with an option to propose annuity products. Vendors are prohibited from adding additional fees or engaging in revenue sharing, and must maintain a $2 million performance bond or irrevocable letter of credit. The evaluation will use a 500-point technical scoring system and a 300-point cost evaluation.

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Other files

File Type Posted
Attachment H – Quarterly Performance Metrics Report Format.pdf PDF
Attachment I - Quarterly Reconciliation Report File Format.pdf PDF
Attachment K - Remittance File Format.pdf PDF
Attachment M - List of Authorized Products.pdf PDF
Exhibit 3 - Cost Reply.docx DOCX document
Exhibit 4 - Technical Questions.xlsx XLSX spreadsheet
Exhibit 7 - Additional Questions.xlsx XLSX spreadsheet
Attachment A - SUSORP Plan Document 03-25-2022 w signature.pdf PDF
Attachment D - Weekly Distribution Report File Format.pdf PDF
Attachment G - Investment Policy Statement 1-16-2020 signed.pdf PDF
Attachment H – Quarterly Performance Metrics Report Format.pdf PDF
Attachment L - Non-Disclosure Agreement.pdf PDF
Attachment B - Statement of Work.pdf PDF
Attachment M - List of Authorized Products.pdf PDF
Exhibit 5 - Draft Contract.pdf PDF
Attachment A - SUSORP Plan Document 03-25-2022 w signature.pdf PDF
Attachment B - Statement of Work.pdf PDF
Attachment D - Weekly Distribution Report File Format.pdf PDF
Attachment L - Non-Disclosure Agreement.pdf PDF
Attachment M - List of Authorized Products.pdf PDF
Exhibit 2 - Investment Lineup Information and Related Fees.xlsx XLSX spreadsheet
Addendum1.pdf PDF
Exhibit 6 - PUR 7801 (Vendor Certification Form) final 8-26-24.docx DOCX document
Questions-and-Answers.DMS-2425-199.pdf PDF
Attachment D - Weekly Distribution Report File Format.pdf PDF
Attachment F - Quarterly Authorized Product Performance and Fee Report.pdf PDF
Attachment I - Quarterly Reconciliation Report File Format.pdf PDF
Exhibit 4 - Technical Questions.xlsx XLSX spreadsheet
Revised Exhibit 1 - Plan Demographics and Employer Information (Updated).xlsx XLSX spreadsheet
Attachment C - Deliverables and Performance Measures.pdf PDF
Attachment E - Quarterly Assets Under Management Report Format.pdf PDF
Attachment F - Quarterly Authorized Product Performance and Fee Report.pdf PDF
Attachment G - Investment Policy Statement 1-16-2020 signed.pdf PDF
Attachment H – Quarterly Performance Metrics Report Format.pdf PDF
Attachment J - Distribution Authorization File Format.pdf PDF
Exhibit 2 - Investment Lineup Information and Related Fees.xlsx XLSX spreadsheet
Exhibit 4 - Technical Questions.xlsx XLSX spreadsheet
Exhibit 6 - PUR 7801 (Vendor Certification Form) final 8-26-24.docx DOCX document
Exhibit 7 - Additional Questions.xlsx XLSX spreadsheet
ITN DMS-2425-199 - SUSORP and SMSOAP.pdf PDF
Revised Exhibit 1 - Plan Demographics and Employer Information (Updated).xlsx XLSX spreadsheet
Addendum1.pdf PDF
Attachment F - Quarterly Authorized Product Performance and Fee Report.pdf PDF
Exhibit 7 - Additional Questions.xlsx XLSX spreadsheet
Questions-and-Answers.DMS-2425-199.pdf PDF
Additional-Questions-and-Answers.DMS-2425-199.pdf PDF
Attachment A - SUSORP Plan Document 03-25-2022 w signature.pdf PDF
Attachment D - Weekly Distribution Report File Format.pdf PDF
Attachment E - Quarterly Assets Under Management Report Format.pdf PDF
Attachment I - Quarterly Reconciliation Report File Format.pdf PDF
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SUSORP DEMOGRAPHICS

Florida Department of Management Services
State University System Optional Retirement Program
Membership and Eligibility (as of 12/31/2024)
Number of eligible members participating19,019
Number of eligible, not participating43,043
Participants with a balance58,001
Total eligible employees62,062
Eligible Positions by University
The University of Florida27,402
Florida Polytechnic University220
The Florida State University5,634
Florida A&M University1,544
The University of Central Florida4,344
University of South Florida6,517
New College of Florida271
Florida Atlantic University8,174
University of West Florida407
Florida International4,654
The University of North Florida1,491
Florida Gulf Coast University1,404
Total62,062
Contribution Activity (2023)
Employee contributions (voluntary)$47,861,521.92
Employee contributions (mandatory)$64,778,990.62
Employer contributions$111,008,833.49
Total$223,649,346.03
Contribution Activity (2024)
Employee contributions (voluntary)$48,835,559.70
Employee contributions (mandatory)$65,596,579.54
Employer contributions$112,390,236.47
Total$226,822,375.71
Plan Assets by Vendor (as of 12/31/2024)
Corebridge Financial$1,847,534,883.62
Equitable$50,276,135.17
TIAA$5,254,020,079.57
Voya$1,847,534,883.62
Total$8,999,365,981.98
Mappable Plan Assets by Vendor (as of 12/31/2024)
Corebridge Financial$1,093,014,093.77
Equitable$0.00
TIAA$2,393,905,403.85
Voya$0.00
Total$3,486,919,497.62
Number of Members with Mappable Balances by Vendor (as of 12/31/2024)
Corebridge Financial8,637
Equitable0
TIAA19,664
Voya0
Total28,301
Payroll Information
Number of separate payroll sites1
Number of payroll feeds per year26
Disbursement frequencyBi-weekly

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SMSOAP DEMOGRAPHICS

Florida Department of Management Services
Senior Management Service Optional Annuity Program
Membership (as of 12/31/2024)
Number of members participating5
Number of members with a balance213
Eligible Employees by State Agency
Justice Administrative Commission1
Office of State Courts2
Department of Veterans Affairs2
Total5
Contribution Activity (2023)
Employee contributions (voluntary)$12,540.00
Employee contributions (mandatory)$27,141.14
Employer contributions$56,724.68
Total$96,405.82
Contribution Activity (2024)
Employee contributions (voluntary)$297.19
Employee contributions (mandatory)$18,997.46
Employer contributions$39,704.60
Total$58,999.25
Plan Assets by Vendor (as of 12/31/2024)
Corebridge Financial$1,688,482.69
Equitable$0.00
TIAA$154,488.84
Voya$11,990,790.68
Total$13,833,762.21
Mappable Plan Assets by Vendor (as of 12/31/2024)
Corebridge Financial$0.00
Equitable$0.00
TIAA$154,488.84
Voya$0.00
Total$154,488.84
Number of Members with Mappable Balances by Vendor (as of 12/31/2024)
Corebridge Financial0
Equitable0
TIAA2
Voya0
Total2
Payroll Information
Number of separate payroll sites1
Number of payroll feeds per year26
Disbursement frequencyBi-weekly

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AGENCY LOCATIONS

University NameCampus NameCampus AddressCampus City, StateCampus Zip Code
University of FloridaMAIN CAMPUSSW 13TH STREETGAINESVILLE, FL32611
University of FloridaPKY LAB SCHOOL1080 SW 11TH STREETGAINESVILLE, FL32601
University of FloridaWRUF RADIOSW 8TH AVENUEGAINESVILLE, FL32608
University of FloridaWUFT TV TOWERNW 53RD AVENUEGAINESVILLE, FL32606
University of FloridaTREEO CENTER3900 SW 63RD BLVDGAINESVILLE, FL32608
University of FloridaGVILLE DOCE2209 NW 13TH STGAINESVILLE, FL32608
University of FloridaEASTSIDE COMMUNITY PRACTICE410 NE WALDO RDGAINESVILLE, FL32641
University of FloridaTANGLEWOODNW 13TH STREETGAINESVILLE, FL32601
University of FloridaWILES SCHOOL4601 SW 63RD BLVDGAINESVILLE, FL32608
University of FloridaWALDO ROAD FDOT2006 NE WALDO ROADGAINESVILLE, FL32609
University of FloridaTACACHALE1621 NE WALDO ROADGAINESVILLE, FL32602
University of FloridaSAND HILL2610 SW 23RD TERRGAINESVILLE, FL32608
University of FloridaAUSTIN CARY10625 NE WALDO ROADGAINESVILLE, FL32609
University of FloridaBEEF RESEARCH UNIT9800 N CR 255GAINESVILLE, FL32609
University of FloridaDAIRY RESEARCHCR-237HAGUE, FL32615
University of FloridaWALL PROPERTYSW 23RD STREETGAINESVILLE, FL32608
University of FloridaMILLHOPPER HORTICULTURE UNITMILLHOPPER ROADGAINESVILLE, FL32653
University of FloridaLAKE WAUBURGUS 441 SOUTHGAINESVILLE, FL32667
University of FloridaECHELON PARKUS 441 NORTHALACHUA, FL32615
University of FloridaSANTA FE RIVER RANCH BEEF UNIT14202 NW 294TH AVESANTA FE, FL32615
University of FloridaBAY COUNTYVARIOUSPANAMA CITY, FL32615
University of FloridaLAUDERDALE FLREC3205 COLLEGE AVEFT. LAUDERDALE, FL33314
University of FloridaGRADUATE ENG & RESEARCH CTR1350 N POQUITO RDSHALIMAR, FL32579
University of FloridaCAMP TIMPOOCHEE4750 TIMPOOCHEE LANENICEVILLE, FL32578
University of FloridaMREC APOPKA2725 BINION RDAPOPKA, FL32703
University of FloridaDISTRICT OF COLUMBIAVARIOUSWASHINGTON, DC20001
University of FloridaIMMOKALEE SWFREC2686 SR 29 NIMMOKALEE, FL34142
University of FloridaTREC HOMESTEAD18905 SW 280 STHOMESTEAD, FL33031
University of FloridaOBSERVATORYCR-349OLD TOWN, FL32680
University of FloridaWHITNEY LABORATORY9505 OCEAN SHORE BLVDST. AUGUSTINE, FL32080
University of FloridaNFREC QUINCY155 RESEARCH ROADQUINCY, FL32351
University of FloridaTHOMAS FARMCR129/CR138BELL, FL32619
University of FloridaRCREC ONA3401 EXPERIMENT DRIVEONA, FL33865
University of FloridaSTARS22271 CHINSEGUT HILL ROADBROOKSVILLE, FL34601
University of FloridaCAMP CLOVERLEAF126 CLOVERLEAF RDLAKE PLACID, FL33852
University of FloridaGCREC - DOVER13138 LEWIS GALLAGHER RDDOVER, FL33527
University of FloridaAREC RUSKIN2525 14TH AVE SERUSKIN, FL33570
University of FloridaFL MEDICAL ENTOMOLOGY LAB200 9TH ST SEVERO BEACH, FL32962
University of FloridaNFREC MARIANNA3925 HWY 71MARIANNA, FL32446
University of FloridaNFREC MONTICELLOROUTE 4 BOX 4092MONTICELLO, FL32344
University of FloridaOCALA 4-H CAMP18533 NFS 535ALTOONA, FL32702
University of FloridaOBSERVATORY4551 NE 110 AVBRONSON, FL32621
University of FloridaSEAHORSE KEY MARINE LABSEAHORSE KEYCEDAR KEY, FL32625
University of FloridaCHERRY LAKE 4-H CAMP3861 NE CHERRY LAKE CIRCLEMADISON, FL32340
University of FloridaGCREC BRADENTON5007 60TH STBRADENTON, FL34203
University of FloridaHORSE RESEARCH CENTER2655 NW 100TH STOCALA, FL34475
University of FloridaPINE ACRES UNIT - CITRA2556 W HWY 318CITRA, FL32113
University of FloridaEREC BELLEGLADE3200 E PALM BEACH RDBELLE GLADE, FL33430
University of FloridaCREC LK ALFRED700 EXPERIMENT STATION RDLAKE ALFRED, FL33850
University of FloridaARC HASTINGS - RECPO BOX 728HASTINGS, FL32045
University of FloridaIRREC FT PIERCE2199 S ROCK ROADFT. PIERCE, FL34945
University of FloridaWFREC JAY4253 EXPERIMENT DRJAY, FL32565
University of FloridaNFREC SUWANNEE VALLEY7580 COUNTY ROAD 136LIVE OAK, FL32060
Florida Polytechnic UniversityFlorida Polytechnic University4700 Research WayLakeland, FL33880
Florida Polytechnic UniversityFlorida Polytechnic University3425 Winter Lake Rd.Lakeland, FL33803
Florida Polytechnic UniversityFIPR Institute (FL Industrial and Phosphate Research Institute)1855 W Main StBartow, FL33830
Florida State UniversityTallahassee Campus600 W College AveTallahassee, FL32306
Florida State UniversityPanama City Campus4750 Collegiate DrPanama City, FL32405
Florida A&M UniversityMain Campus1700 Lee Hall DriveTallahassee, FL32307
Florida A&M UniversityCollege of Law201 FAMU Law LaneOrlando, FL32801
Florida A&M UniversityBrooksville Agricultural Environmental Research22271 Chinsegut Hill RoadBrooksville, FL34601
Florida A&M UniversityDurell Peaden, Jr. Rural Education Campus153 W Woodruff AveCrestview, FL32536
Florida A&M UniversityCentral FL Pharmacy Tampa3500 E Fletcher Ave, Suite 133Tampa, FL33613
Florida A&M UniversityNE FL Pharmacy Jacksonville250 Art Museum Drive, Suite 200Jacksonville, FL32207
Florida A&M UniversitySouth FL Pharmacy10650 State Road 84, Suite 200Davie, FL33324
Florida A&M UniversityResearch Extension Center Quincy Farms4259 Bainbridge HwyQuincy, FL32352
University of Central FloridaUCF12201 Research Parkway, Suite 200Orlando, Florida32826
University of South FloridaUniversity of South Florida – Tampa Campus4202 E. Fowler Avenue, SVC 2172Tampa, Florida33620
University of South FloridaUniversity of South Florida – St. Petersburg Campus140 7th Avenue SouthSt. Petersburg, Florida33701
University of South FloridaUniversity of South Florida – Sarasota-Manatee Campus8350 N. Tamiami TrailSarasota, Florida34234
New College of FloridaNew College of Florida5800 Bay Shore RoadSarasota, FL34243
Florida Atlantic UniversityBoca Raton Campus777 Glades RoadBoca Raton, FL33431
Florida Atlantic UniversityJupiter Campus5353 Parkside DriveJupiter, FL33458
Florida Atlantic UniversityDavie Campus3200 College AvenueDavie, FL33314
Florida Atlantic UniversityHarbor Branch Campus5600 US 1 NorthFort Pierce, FL34946
Florida Atlantic UniversityFort Lauderdale Campus111 East Las Olas Blvd.Fort Lauderdale, FL33301
Florida Atlantic UniversityDania Beach (SeaTech) Campus101 North Beach RoadDanian Beach, FL33004
University of West FloridaPensacola Main11000 University PkwyPensacola, FL32514
University of West FloridaEmerald Coast Campus1170 Martin Luther King Jr. BlvdFort Walton Beach, FL32547
Florida International UniversityModesto A. Maidique Campus11200 S.W. 8th StreetMiami, Florida33199
Florida International UniversityBiscayne Bay Campus3000 NE 151stStreet North Miami, Florida33181
Florida International UniversityEngineering Center10555 West Flagler StreetMiami, Florida33174
Florida International UniversityFIU Downtown on Brickell1101 Brickell AveMiami, Florida33131
Florida International UniversityFIU at I-751930 SW 145th AvenueMiramar, Florida33027
Florida International UniversityFIU in DC601 New Jersey Ave NWWashington, D.C.20001
Florida International UniversityMiami Beach Urban Studios420 Lincoln Rd. Suite 440Miami Beach, Florida33139
Florida International UniversityJewish Museum of Florida301 Washington AvenueMiami Beach, Florida33139
Florida International UniversityThe Wolfsonian–FIU1001 Washington AvenueMiami Beach, Florida33139
Florida International UniversityAquarius Reef Base85932 Overseas HighwayIslamorada, Florida33036
Florida International UniversityFIU in Genoa, ItalyConvento di S. Maria di Castello Salita di S. Maria di Castello, 15 16123Genova GE, ItalyN/A
University of North FloridaUNF Main Campus1 UNF DriveJacksonville, FL32224
University of North FloridaCenter for Entrepreneurship & Innovation – Deerwood9911 Old Baymeadows RoadJacksonville, FL32256
University of North FloridaFlorida Institute of Education12000 Alumni DriveJacksonville, FL32224
University of North FloridaMuseum of Contemporary Art Jacksonville333 North Laura StreetJacksonville, FL32202
University of North FloridaSmall Business Development Center at UNF12000 Alumni DriveJacksonville, FL32224
University of North FloridaUNF MedNexus – Palm Coast145 City PlacePalm Coast, FL32164
University of North FloridaUNF MedNexus – Deerwood9911 Old Baymeadows RoadJacksonville, FL32256
Florida Gulf Coast UniversityFlorida Gulf Coast University10501 FGCU Blvd SouthFort Myers, FL33965

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