The Episcopal Academy's EIN is 23-1370500.
Download the official 2024 Form 5500 (PDF) for The Episcopal Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Episcopal Academy's plan includes profit-sharing, ERISA 404(c) participant direction, 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-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | NONE | $16K | — |
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 Stock | Mutual Funds | — | — | $7.5M | 17.5% | |
| CREF Growth | Mutual Funds | — | — | $5.0M | 11.7% | |
| CREF Global Equities | Mutual Funds | — | — | $4.5M | 10.5% | |
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $3.9M | 9.2% | |
| CREF Equity Index | Common Collective Trusts | — | — | $3.4M | 8.0% | |
| Nuveen LifeCycle Index 2040 | Mutual Funds | — | — | $2.7M | 6.2% | |
| Nuveen LifeCycle Index 2030 | Mutual Funds | — | — | $2.5M | 5.9% | |
| Nuveen LifeCycle Index 2050 | Mutual Funds | — | — | $2.1M | 4.9% | |
| CREF Social Choice | Mutual Funds | — | — | $1.2M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 2.6% | |
| CREF Core Bond | Mutual Funds | — | — | $939K | 2.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $879K | 2.1% | |
| Nuveen LifeCycle Index 2020 | Mutual Funds | — | — | $756K | 1.8% | |
| CREF Money Market | Mutual Funds | — | — | $747K | 1.7% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $725K | 1.7% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $662K | 1.5% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $589K | 1.4% | |
| Nuveen Large Cap Responsible Equity Fund | Mutual Funds | — | — | $402K | 0.9% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $398K | 0.9% | |
| TIAA Traditional Non-Benefit Responsive 2 | Mutual Funds | — | — | $394K | 0.9% | |
| Nuveen LifeCycle Index 2060 | Mutual Funds | — | — | $335K | 0.8% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $317K | 0.7% | |
| American Funds New Perspective | Mutual Funds | — | — | $244K | 0.6% | |
| Nuveen Real Estate Securities Select Fund | Mutual Funds | — | — | $183K | 0.4% | |
| Baird Short Term Bond Fund Inst | Other securities | — | — | $173K | 0.4% | |
| Alliance Berstein Large Cap Growth Fund Z | Other securities | — | — | $156K | 0.4% | |
| Nuveen Money Market | Mutual Funds | — | — | $142K | 0.3% | |
| MFS Mid Cap Value Class | Mutual Funds | — | — | $103K | 0.2% | |
| Nuveen LifeCycle Index Ret Inc | Mutual Funds | — | — | $93K | 0.2% | |
| JP Morgan Core Plus Bond FD | Other securities | — | — | $88K | 0.2% | |
| Vanguard Balanced Index Inst Admiral | Mutual Funds | — | — | $85K | 0.2% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $83K | 0.2% | |
| American Century Small Cap Growth | Other securities | — | — | $60K | 0.1% | |
| American Funds New World | Mutual Funds | — | — | $59K | 0.1% | |
| Black Rock Mid Cap Growth Equity | Other securities | — | — | $52K | 0.1% | |
| Vanguard Health Care Admiral | Mutual Funds | — | — | $34K | <0.1% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $32K | <0.1% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $29K | <0.1% | |
| Undiscovered Managers Behavioral Value | Other securities | — | — | $23K | <0.1% | |
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
