The Chapin School Ltd.'s EIN is 13-1635257.
Download the official 2024 Form 5500 (PDF) for The Chapin School Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Chapin School Ltd.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVETSMENT ADVISORS | 82-1434504 | — | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R2 | Mutual Funds | — | $19K | $17.3M | 16.1% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity - Non Benefit Responsive | Mutual Funds | — | — | $15.5M | 14.4% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | $20K | $9.5M | 8.8% | |
| CREF Growth R2 | Mutual Funds | — | $14K | $7.4M | 6.9% | |
| CREF Global Equities R2 | Mutual Funds | — | $18K | $6.1M | 5.7% | |
| CREF Equity Index R2 | Common Collective Trusts | — | $9K | $4.8M | 4.4% | |
| CREF Social Choice R2 | Mutual Funds | — | $10K | $3.8M | 3.6% | |
| Nuveen LfCycle Ix 2045 R6 | Mutual Funds | — | $124K | $3.8M | 3.6% | |
| Nuveen LfCycle Ix 2050 R6 | Mutual Funds | — | $105K | $3.3M | 3.0% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | $79K | $2.5M | 2.3% | |
| Nuveen LfCycle Ix 2040 R6 | Mutual Funds | — | $84K | $2.5M | 2.3% | |
| CREF Money Market R2 | Mutual Funds | — | $79K | $2.3M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $5K | $2.2M | 2.0% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | $15K | $2.1M | 2.0% | |
| Nuveen LfCycle Ix 2030 R6 | Mutual Funds | — | $86K | $2.1M | 1.9% | |
| Nuveen LfCycle Ix 2020 R6 | Mutual Funds | — | $109K | $2.1M | 1.9% | |
| Nuveen LfCycle Ix 2055 R6 | Mutual Funds | — | $72K | $1.8M | 1.7% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | $66K | $1.8M | 1.6% | |
| Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | $77K | $1.6M | 1.5% | |
| CREF Core Bond R2 | Mutual Funds | — | $11K | $1.5M | 1.4% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | $63K | $1.5M | 1.4% | |
| American EuroPac Growth R6 | Other securities | — | $18K | $979K | 0.9% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | $10K | $860K | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | $84K | $800K | 0.7% | |
| Nuveen LfCycle Ix 2060 R6 | Mutual Funds | — | $39K | $777K | 0.7% | |
| T. Rowe Price Blue Chip Gr I | Other securities | — | $2K | $444K | 0.4% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | $7K | $423K | 0.4% | |
| Cohen&Steers Inst Realty Shar | Other securities | — | $8K | $393K | 0.4% | |
| Nuveen LfCycle Ix 2065 R6 | Mutual Funds | — | $16K | $226K | 0.2% | |
| Nuveen LfCycle Ix 2015 R6 | Mutual Funds | — | $7K | $123K | 0.1% | |
| PIMCO Income Fd Institutional | Mutual Funds | — | $8K | $83K | <0.1% | |
| Nuveen LfCycle Ix 2010 R6 | Mutual Funds | — | $4K | $69K | <0.1% | |
| Nuveen LfCyc Ix Ret Inc R6 | Mutual Funds | — | $4K | $66K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
