Connecticut College's EIN is 06-0646587.
Download the official 2024 Form 5500 (PDF) for Connecticut College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connecticut College's plan includes ERISA 404(c) participant direction, 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 | 13-1624203 | NEW YORK, NY | — | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | RALEIGH, NC | — | $29K | — |
| MP P.C. | 04-3191789 | SPRINGFIELD, MA | — | $21K |
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 Responsive | Mutual Funds | — | — | $57.8M | 19.1% | |
| Variable annuity contracts * CREF Stock R2 | Mutual Funds | — | — | $44.6M | 14.7% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $19.0M | 6.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $18.9M | 6.3% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $16.6M | 5.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $10.1M | 3.3% | |
| NUVEEN Lifecycle 2040 R6 | Mutual Funds | — | — | $10.0M | 3.3% | |
| s * NUVEEN Internatl Eq Idx R6 | Mutual Funds | — | — | $9.0M | 3.0% | |
| NUVEEN Lifecycle 2035 R6 | Mutual Funds | — | — | $8.9M | 2.9% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $8.7M | 2.9% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $8.7M | 2.9% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $8.6M | 2.9% | |
| Vanguard Extended Market Index Inst | Mutual Funds | — | — | $7.6M | 2.5% | |
| NUVEEN Lifecycle 2025 R6 | Mutual Funds | — | — | $6.4M | 2.1% | |
| CREF Stock R4 | Mutual Funds | — | — | $6.3M | 2.1% | |
| NUVEEN Lifecycle 2045 R6 | Mutual Funds | — | — | $5.9M | 2.0% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $5.8M | 1.9% | |
| NUVEEN Lifecycle 2030 R6 | Mutual Funds | — | — | $5.3M | 1.7% | |
| CREF Growth R4 | Mutual Funds | — | — | $4.8M | 1.6% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $4.0M | 1.3% | |
| NUVEEN Lifecycle 2050 R6 | Mutual Funds | — | — | $3.5M | 1.1% | |
| NUVEEN Lifecycle 2020 R6 | Mutual Funds | — | — | $3.4M | 1.1% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $3.2M | 1.1% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $3.2M | 1.1% | |
| JP Morgan US Small Company R6 | Common Stocks | — | — | $2.8M | 0.9% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $2.3M | 0.8% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2.1M | 0.7% | |
| JP Morgan Core Plus Bond Fd R6 | Other securities | — | — | $2.0M | 0.7% | |
| NUVEEN Lifecycle 2055 R6 | Mutual Funds | — | — | $1.9M | 0.6% | |
| CREF Inflation-Linked Bond R4 | Mutual Funds | — | — | $1.9M | 0.6% | |
| NUVEEN Lifecycle 2015 R6 | Mutual Funds | — | — | $1.8M | 0.6% | |
| CREF Money Market R2 | Mutual Funds | — | — | $1.6M | 0.5% | |
| BlackRock High Yield Class K | Other securities | — | — | $1.4M | 0.5% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $1.0M | 0.3% | |
| CREF Money Market R4 | Mutual Funds | — | — | $942K | 0.3% | |
| NUVEEN Lifecycle 2010 R6 | Mutual Funds | — | — | $894K | 0.3% | |
| Participant Loans (interest ranging from 4.25% to 9.50%) -0- | Bonds / Notes | — | — | $509K | 0.2% | |
| NUVEEN Lifecycle 2060 R6 | Mutual Funds | — | — | $441K | 0.1% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $425K | 0.1% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $150K | <0.1% | |
| NUVEEN Lifecycle Ret Inc R6 | Mutual Funds | — | — | $75K | <0.1% | |
| NUVEEN Lifecycle 2065 R6 | Mutual Funds | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
