Worcester Academy's EIN is 04-2105855.
Download the official 2023 Form 5500 (PDF) for Worcester Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Worcester Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $760 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS. LLC | 26-0058143 | RALEIGH, NC | FINANCIAL ADVISOR | $20K | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.7M | 3.8% |
