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Original filing (PDF)20250414164557NAL0003497824001
OVERBROOK SCHOOL FOR THE BLIND
Form 5500
FILING_RECEIVED
OVERBROOK STAFF SAVINGS PLAN
403(b) retirement plan
Active participants
250
Accounts w/ balance
150
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
92
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERBROOK SCHOOL FOR THE BLIND.
Plan sponsor
Name
OVERBROOK SCHOOL FOR THE BLIND
EIN
23-1445631
Address
6333 MALVERN AVENUE · PHILADELPHIA, PA · 191512529
Phone
(215) 877-0313
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TAIT, WELLER & BAKER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | INDIANAPOLIS, IN | CUSTODIAN/RECORD-KEEPER | $963 | — |
Recordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE INSURANCE COMPANY OF CT | 06-0566090 | DES MOINES, IA | RECORDKEEPER | $2K | — |
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | NEW YORK, NY | RECORDKEEPER | $731 | — |
Investments
2 pooled funds· $3.6M(35% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE COMPANY · EIN 35-0145825 / PN 000 | Pooled Separate Account | $3.6M | 34.7% |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $38K | 0.4% |