St. Paul's Episcopal School's EIN is 23-7035434.
Download the official 2023 Form 5500 (PDF) for St. Paul's Episcopal School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)St. Paul's Episcopal School'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 |
|---|---|---|---|---|---|
| REF INVESTMENT MANAGEMENT, LLC | 13-3586142 | NEW YORK, NY | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORD-KEEPER | $600 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive # | Mutual Funds | — | — | $5.3M | 23.6% | |
| CREF Stock R1 # | Mutual Funds | — | — | $5.1M | 22.7% | |
| CREF Growth R1 # | Mutual Funds | — | — | $2.3M | 10.0% | |
| CREF Money Market R1 # | Mutual Funds | — | — | $1.4M | 6.1% | |
| CREF Equity Index R1 # | Common Collective Trusts | — | — | $1.1M | 4.8% | |
| CREF Global Equities R1 # | Mutual Funds | — | — | $941K | 4.2% | |
| TIAA Traditional Benefit-Responsive # | Mutual Funds | — | — | $787K | 3.5% | |
| TIAA Access Nuveen Lifecycle 2030 T3 # | Mutual Funds | — | — | $763K | 3.4% | |
| TIAA Access Nuveen Lifecycle 2050 T3 # | Mutual Funds | — | — | $516K | 2.3% | |
| TIAA Real Estate # | Mutual Funds | — | — | $456K | 2.0% | |
| CREF Core Bond R1 # | Mutual Funds | — | — | $413K | 1.8% | |
| TIAA Access Nuveen Lifecycle 2040 T3 # | Mutual Funds | — | — | $368K | 1.6% | |
| TIAA Access Nuveen Lifecycle 2025 T3 # | Mutual Funds | — | — | $346K | 1.5% | |
| TIAA Access Nuveen Lifecycle 2045 T3 # | Mutual Funds | — | — | $320K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $302K | 1.3% | |
| TIAA Access Nuveen Lg-Cap Val T3 # | Mutual Funds | — | — | $254K | 1.1% | |
| TIAA Access Nuveen Lifecycle 2035 T3 # | Mutual Funds | — | — | $245K | 1.1% | |
| CREF Social Choice R1 # | Mutual Funds | — | — | $192K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $154K | 0.7% | |
| TIAA Access Nuveen Mid-Cap Val T3 # | Mutual Funds | — | — | $144K | 0.6% | |
| CREF Inflation-Linked Bond R1 # | Mutual Funds | — | — | $142K | 0.6% | |
| TIAA Access Nuveen Qnt Sm-Cap Equity T3 # | Mutual Funds | — | — | $134K | 0.6% | |
| Participant Notes Receivable Interest rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $115K | 0.5% | |
| TIAA Access Nuveen Real Est Secs T3 # | Mutual Funds | — | — | $114K | 0.5% | |
| TIAA Access Nuveen Core Equity T3 # | Mutual Funds | — | — | $107K | 0.5% | |
| TIAA Access Nuveen Sm-Cap Bl Idx T3 # | Common Collective Trusts | — | — | $99K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2055 T3 # | Mutual Funds | — | — | $97K | 0.4% | |
| TIAA Access Nuveen Lifecycle Rtmt Inc T3 # | Mutual Funds | — | — | $91K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2020 T3 # | Mutual Funds | — | — | $88K | 0.4% | |
| TIAA Access Nuveen Lg-Cap Res Equity T3 # | Mutual Funds | — | — | $87K | 0.4% | |
| TIAA Access Nuveen Core Bond Plus T3 # | Mutual Funds | — | — | $86K | 0.4% | |
| TIAA Access Nuveen Lg-Cap Gr T3 # | Mutual Funds | — | — | $78K | 0.3% | |
| TIAA Access Nuveen Core Bond T3 # | Mutual Funds | — | — | $35K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Gr T3 # | Mutual Funds | — | — | $28K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2060 T3 # | Mutual Funds | — | — | $24K | 0.1% | |
| TIAA Access Nuveen Equity Index T3 # | Common Collective Trusts | — | — | $11K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2010 T3 # | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Plan Loan Default Fund # | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access Nuveen Money Market T3 # | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
