Edward O'CONnell signed St. Bernards School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Bernards School's EIN is 13-1255270.
Download the official 2024 Form 5500 (PDF) for St. Bernards School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Bernards School's plan includes a 403(b) annuity, 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 | NONE | $950 | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF | Mutual Funds | — | — | $19.5M | 28.6% | |
| TIAA | Mutual Funds | — | — | $15.2M | 22.3% | |
| CREF | Mutual Funds | — | — | $10.8M | 15.8% | |
| CREF | Mutual Funds | — | — | $7.4M | 10.9% | |
| CREF | Mutual Funds | — | — | $5.3M | 7.8% | |
| CREF | Mutual Funds | — | — | $2.0M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.9M | 2.7% | |
| TIAA | Mutual Funds | — | — | $1.1M | 1.6% | |
| CREF | Mutual Funds | — | — | $1.0M | 1.5% | |
| TIAA | Mutual Funds | — | — | $741K | 1.1% | |
| TIAA | Mutual Funds | — | — | $640K | 0.9% | |
| CREF | Mutual Funds | — | — | $561K | 0.8% | |
| TIAA | Mutual Funds | — | — | $453K | 0.7% | |
| TIAA | Mutual Funds | — | — | $338K | 0.5% | |
| CREF | Mutual Funds | — | — | $312K | 0.5% | |
| TIAA | Mutual Funds | — | — | $202K | 0.3% | |
| TIAA | Mutual Funds | — | — | $170K | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $154K | 0.2% | |
| TIAA | Mutual Funds | — | — | $149K | 0.2% | |
| TIAA | Mutual Funds | — | — | $143K | 0.2% | |
| TIAA | Mutual Funds | — | — | $63K | <0.1% | |
| TIAA | Mutual Funds | — | — | $38K | <0.1% | |
| TIAA | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
