SARA Collison signed The Blake School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Blake School's EIN is 23-7243247.
Download the official 2023 Form 5500 (PDF) for The Blake School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Blake School'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $44K | — |
| OLSEN THIELEN & CO., LTD. | 41-1360831 | — | NONE | $11K |
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 | |||||
|---|---|---|---|---|---|---|
| Current | Other securities | — | — | $122.7M | 99.9% | |
| value | Other securities | — | $4.0M | $9.0M | 7.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.0M | 3.3% |
| — |