Overbrook School for the Blind's EIN is 23-1445631.
Download the official 2023 Form 5500 (PDF) for Overbrook School for the Blind from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Overbrook School for the Blind's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE INSURANCE COMPANY OF CT | 06-0566090 | DES MOINES, IA | RECORDKEEPER | $2K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | INDIANAPOLIS, IN | CUSTODIAN/RECORD-KEEPER | $963 | — |
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | NEW YORK, NY | RECORDKEEPER | $731 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE COMPANY · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.6M | 34.7% | |
| Met Life T-Flex Group Annuity | Common Stocks | — | — | $1.3M | 13.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $719K | 7.0% | |
| Met Life Universal Annuity | Other securities | — | — | $702K | 6.8% | |
| Equi-Vest AXA Guaranteed Interest Account | Other securities | — | — | $577K | 5.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $503K | 4.9% | |
| Met Life Stock Index Portfolio | Other securities | — | — | $457K | 4.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $424K | 4.1% | |
| SSGA Gr and Inc ETF Portfolio | Common Stocks | — | — | $315K | 3.1% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $292K | 2.8% | |
| AB Large Cap Growth Z | Other securities | — | — | $271K | 2.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $263K | 2.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $244K | 2.4% | |
| Equi-Vest AXA Moderate-Plus Allocation | Other securities | — | — | $242K | 2.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $229K | 2.2% | |
| Participants Participant Loans (3.5% - 9.5%) | Bonds / Notes | — | — | $210K | 2.0% | |
| Brighthouse Asset Allocation 60 | Other securities | — | — | $202K | 2.0% | |
| TIAA-CREF Stock | Mutual Funds | — | — | $154K | 1.5% | |
| Equi-Vest AXA Aggressive Allocation | Other securities | — | — | $150K | 1.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $134K | 1.3% | |
| Vanguard Equity Income Adm 380 Vanguard 500 Index Adm | Common Collective Trusts | — | — | $121K | 1.2% | |
| Brighthouse Asset Allocation 80 | Other securities | — | — | $120K | 1.2% | |
| Equi-Vest AXA Moderate Allocation | Other securities | — | — | $108K | 1.0% | |
| Met Life Russell 2000 Index | Common Collective Trusts | — | — | $102K | 1.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $94K | 0.9% | |
| Fidelity VIP Equity Income | Mutual Funds | — | — | $87K | 0.8% | |
| TIAA-CREF Social Choice | Mutual Funds | — | — | $86K | 0.8% | |
| Equi-Vest AXA Target 2035 Allocation Fund 764 * Equi-Vest AXA Target 2045 Allocation Fund | Other securities | — | — | $84K | 0.8% | |
| TIAA-CREF Growth | Mutual Funds | — | — | $81K | 0.8% | |
| Invesco Global Equity Port | Mutual Funds | — | — | $77K | 0.7% | |
| DFA US Targeted Val 52 Invesco Small Cap Growth | Mutual Funds | — | — | $73K | 0.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $73K | 0.7% | |
| Met Life MSCI EAFE Index | Other securities | — | — | $69K | 0.7% | |
| Loomis Sayles Growth Port | Other securities | — | — | $66K | 0.6% | |
| Met Life Aggregate Bond Index | Other securities | — | — | $63K | 0.6% | |
| SSGA Growth ETF | Other securities | — | — | $62K | 0.6% | |
| TIAA-CREF Equity Index | Common Collective Trusts | — | — | $60K | 0.6% | |
| TIAA-CREF Access Core Equity | Mutual Funds | — | — | $58K | 0.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $46K | 0.4% | |
| MFS Total Return Port | Mutual Funds | — | — | $45K | 0.4% | |
| Fidelity VIP ContraFund - SC2 | Mutual Funds | — | — | $45K | 0.4% | |
| TIAA-CREF Global Equities | Mutual Funds | — | — | $45K | 0.4% | |
| Jennison Growth Portfolio | Other securities | — | — | $44K | 0.4% | |
| T Rowe Price Large Cap Growth Portfolio | Mutual Funds | — | — | $43K | 0.4% | |
| Loomis Sayles Global All Port | Other securities | — | — | $40K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $38K | 0.4% | |
| Equi-Vest AXA Lg Cap Grw Managed Vol | Other securities | — | — | $32K | 0.3% | |
| Vanguard Target Retirement Inc Inv | Mutual Funds | — | — | $31K | 0.3% | |
| 1290 VT High Yield Bond 221 1290 VT Small Cap Value | Other securities | — | — | $31K | 0.3% | |
| ClearBridge Var Appreciation Prt | Other securities | — | — | $29K | 0.3% |
