Kimball Union Academy's EIN is 02-0222147.
Download the official 2024 Form 5500 (PDF) for Kimball Union Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kimball Union Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA- TEACHERS INSURANCE AND ANNUIT | 13-1624203 | NEW YORK, NY | — | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG INVESTMENT ADVISORS, LLC | 03-0215988 | BRATTLEBORO, VT | — | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Guaranteed Insurance Contracts | Mutual Funds | — | — | $4.6M | 14.3% | |
| CREF Stock R1 Mutual Funds | Mutual Funds | — | — | $4.0M | 12.7% | |
| Vanguard 500 Idx Adm Mutual Funds | Common Collective Trusts | — | — | $3.6M | 11.4% | |
| Hartford International Stk SDR Mutual Funds | Other securities | — | — | $3.5M | 11.1% | |
| Vanguard Small-Cap Idx Adm Mutual Funds | Common Collective Trusts | — | — | $2.0M | 6.3% | |
| TIAA Traditional Benefit Responsive 2 Interest Crediting Rates of 1% - 3% | Mutual Funds | — | — | $1.8M | 5.6% | |
| CREF Growth R1 Mutual Funds | Mutual Funds | — | — | $1.7M | 5.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 4.5% | |
| CREF Global Equities R1 Mutual Funds | Mutual Funds | — | — | $1.2M | 3.6% | |
| CREF Equity Index R1 Mutual Funds | Common Collective Trusts | — | — | $925K | 2.9% | |
| American Fd New Perspective R6 Mutual Funds | Other securities | — | — | $870K | 2.7% | |
| Metropolitan West TotRet Bnd I Mutual Funds | Other securities | — | — | $768K | 2.4% | |
| TIAA Traditional Non Benefit Responsive 2 Interest Crediting Rates of 1% - 3% | Mutual Funds | — | — | $756K | 2.4% | |
| BlackRock Inflat Prot Bnd Inst Mutual Funds | Other securities | — | — | $659K | 2.1% | |
| CREF Social Choice R1 Mutual Funds | Mutual Funds | — | — | $616K | 1.9% | |
| TIAA Traditional Benefit Responsive Interest Crediting Rates of 1% - 3% | Mutual Funds | — | — | $549K | 1.7% | |
| MFS Value Fund Class R6 Mutual Funds | Mutual Funds | — | — | $514K | 1.6% | |
| John Hancock Discip V Md Cp R6 Mutual Funds | Other securities | — | — | $320K | 1.0% | |
| CREF Core Bond R1 Mutual Funds | Mutual Funds | — | — | $309K | 1.0% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | Other securities | — | — | $215K | 0.7% | |
| Lord Abbett Short Duratn Ic R6 Mutual Funds | Mutual Funds | — | — | $212K | 0.7% | |
| Franklin Small Cap Value R6 Mutual Funds | Mutual Funds | — | — | $182K | 0.6% | |
| Nuveen Money Market R6 Mutual Funds | Mutual Funds | — | — | $164K | 0.5% | |
| Vanguard Mid-Cap Idx Adm Mutual Funds | Common Collective Trusts | — | — | $141K | 0.4% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $126K | 0.4% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | — | $121K | 0.4% | |
| PIMCO Intl Bd USDolHed Inst Mutual Funds | Mutual Funds | — | — | $118K | 0.4% | |
| CREF Inflation-Linked Bond R1 Mutual Funds | Mutual Funds | — | — | $109K | 0.3% | |
| CREF Money Market R1 Mutual Funds | Mutual Funds | — | — | $99K | 0.3% | |
| Nuveen Large Cap Resp Eq Rtmt Mutual Funds | Mutual Funds | — | — | $66K | 0.2% | |
| JPMorgan Mid Cap Gro Fd Cl R6 Mutual Funds | Other securities | — | — | $58K | 0.2% | |
| JPMorgan Small Cap Growth R6 Mutual Funds | Other securities | — | — | $18K | <0.1% | |
| As of December 31, 2024 (continued from last page) * Notes receivable from participants 4.25% - 9.50% in monthly installments - | Bonds / Notes | — | — | $5K | <0.1% | |
| LOAN Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
