Back to filter
Original filing (PDF)20250902164105NAL0008594531001
SALISBURY SCHOOL
Form 5500
FILING_RECEIVED
SALISBURY SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Active participants
166
Accounts w/ balance
336
Plan assets (EOY)
$37.0M
Net assets (EOY)
$37.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALISBURY SCHOOL.
Plan sponsor
Name
SALISBURY SCHOOL
EIN
06-0646888
Address
251 CANAAN RD. · SALISBURY, CT · 060681602
Phone
(860) 435-5700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $2K | — |
Investments
33 direct securities · 1 pooled fund· $37.0M(100% of reported assets)
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.
Uncategorized
$36.0M
33 holdings
Pooled Separate Account
$948K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 Variable Annuity | — | — | — | $6.0M | 16.3% | |
| TIAA Traditional Nonbenefit-Responsive Fixed Annuity Contracts | — | — | — | $4.9M | 13.3% | |
| CREF Growth R1 Variable Annuity | — | — | — | $2.7M | 7.2% | |
| Nuveen LfCycle Ix 2025 Retire Mutual Fund | — | — | — | $2.2M | 5.9% | |
| Nuveen LfCycle Ix 2030 Retire Mutual Fund | — | — | — | $2.0M | 5.5% | |
| Nuveen LfCycle Ix 2045 Retire Mutual Fund | — | — | — | $1.8M | 4.8% | |
| Nuveen LfCycle Ix 2040 Retire Mutual Fund | — | — | — | $1.7M | 4.5% | |
| Nuveen LfCycle Ix 2035 Retire Mutual Fund | — | — | — | $1.5M | 4.0% | |
| CREF Global Equities R1 Variable Annuity | — | — | — | $1.4M | 3.9% | |
| Vanguard 500 Idx Adm Mutual Fund | — | — | — | $1.4M | 3.7% | |
| CREF Equity Index R1 Variable Annuity | — | — | — | $1.3M | 3.6% | |
| Vanguard Extended Mkt Idx Adm Mutual Fund | — | — | — | $1.1M | 3.1% | |
| CREF Social Choice R1 Variable Annuity | — | — | — | $966K | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $948K | 2.6% | |
| Nuveen LfCycle Ix 2050 Retire Mutual Fund | — | — | — | $784K | 2.1% | |
| CREF Core Bond R1 Variable Annuity | — | — | — | $611K | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Fund | — | — | — | $568K | 1.5% | |
| T Rowe Price Value Fund I Mutual Fund | — | — | — | $563K | 1.5% | |
| Nuveen LfCycle Ix 2010 Retire Mutual Fund | — | — | — | $500K | 1.4% | |
| American EuroPac Growth R6 Mutual Fund | — | — | — | $483K | 1.3% | |
| Nuveen LfCycle Ix 2015 Retire Mutual Fund | — | — | — | $471K | 1.3% | |
| Vanguard Ttl Intl Stk Idx Adm Mutual Fund | — | — | — | $423K | 1.1% | |
| Nuveen LfCycle Ix 2020 Retire Mutual Fund | — | — | — | $398K | 1.1% | |
| T Rowe Price Growth Stock I Mutual Fund | — | — | — | $368K | 1.0% | |
| CREF Money Market R1 Variable Annuity | — | — | — | $304K | 0.8% | |
| Nuveen LfCycle Ix 2055 Retire Mutual Fund | — | — | — | $295K | 0.8% | |
| Participant Loans Interest Rates of 4.25% to 9.50% | — | — | — | $270K | 0.7% | |
| American Century Sm Cap Val R6 Mutual Fund | — | — | — | $245K | 0.7% | |
| CREF Inflation-Linked Bond R1 Variable Annuity | — | — | — | $222K | 0.6% | |
| TIAA Traditional Benefit-Responsive Fixed Annuity Contracts | — | — | — | $159K | 0.4% | |
| Nuveen LfCycle Ix 2060 Retire Mutual Fund | — | — | — | $130K | 0.4% | |
| Nuveen Money Market Retirement Mutual Fund | — | — | — | $127K | 0.3% | |
| Metropolitan W Tot Ret Bd Pln Mutual Fund | — | — | — | $107K | 0.3% | |
| ClearBridge Small Cp Growth IS Mutual Fund | — | — | — | $43K | 0.1% |
Related plans
Other plans using TIAA-TEACHERS INSURANCE AND ANNUITY
TEMPLE UNIVERSITY HEALTH SYSTEM INC
TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN
$1.3B · 12,667 participants
UNIVERSITY OF DENVER
UNIVERSITY OF DENVER RETIREMENT PLAN
$908.8M · 7,091 participants
INSTITUTE FOR DEFENSE ANALYSES
INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN
$875.1M · 1,546 participants
INSTITUTE FOR DEFENSE ANALYSES
INSTITUTE FOR DEFENSE ANALYSES QUALIFIED RETIREMENT PLAN
$627.6M · 1,255 participants
COLLEGE BOARD
COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN
$549.1M · 1,979 participants
JEFFERSON UNIVERSITY PHYSICIANS
JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN
$520.9M · 3,407 participants
Similar-size Educational Services plans
KIPP FOUNDATION
KIPP FOUNDATION 401(K) PLAN
$37.0M · 217 participants
THE LEONA GROUP, LLC
THE LEONA GROUP, LLC EMPLOYEE DEFERRED COMPENSATION PLAN
$37.0M · 888 participants
GARRISON FOREST SCHOOL, INC.
GARRISON FOREST SCHOOL TAX SHELTERED ANNUITY SAVINGS PLAN
$37.0M · 179 participants
FRIENDS UNIVERSITY
FRIENDS UNIVERSITY DC AND TDA PLAN
$36.9M · 250 participants
EDUCATIONAL TESTING SERVICE
PSI 401(K) PLAN
$36.9M · 1,302 participants
ALEXANDER DAWSON FOUNDATION
ALEXANDER DAWSON SCHOOL 401(K) PLAN
$36.8M · 273 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B