Otterbein University's EIN is 31-4379532.
Download the official 2024 Form 5500 (PDF) for Otterbein University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Otterbein University's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 INS AND ANNUITY ASSOC | 13-1624203 | — | CONTRACT ADMINISTRATOR | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | INVESTMENT ADVISOR | $40K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | AUDITOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contract-Non Benefit Responsive Unallocated insurance contract ** $ | Mutual Funds | — | — | $26.5M | 19.4% | |
| Vanguard Inst Idx Inst Mutual fund | Common Collective Trusts | — | — | $18.6M | 13.6% | |
| College Retirement Equities Fund Stock R2 Registered investment company | Common Stocks | — | — | $14.5M | 10.7% | |
| Nuveen Lifecycle Index 2040 Fund R6 Mutual fund | Mutual Funds | — | — | $7.1M | 5.2% | |
| TIAA Traditional Annuity Contract-Benefit Responsive Unallocated insurance contract | Mutual Funds | — | — | $6.7M | 5.0% | |
| Nuveen Lifecycle Index 2030 Fund R6 Mutual fund | Mutual Funds | — | — | $6.6M | 4.8% | |
| College Retirement Equities Fund Growth R2 Registered investment company | Common Stocks | — | — | $5.3M | 3.9% | |
| Nuveen Lifecycle Index 2035 Fund R6 Mutual fund | Mutual Funds | — | — | $4.3M | 3.2% | |
| AB Large Cap Growth Fund Adv Mutual fund | Other securities | — | — | $3.5M | 2.6% | |
| Nuveen Lifecycle Index 2025 Fund R6 Mutual fund | Mutual Funds | — | — | $3.3M | 2.4% | |
| Nuveen Lifecycle Index 2020 Fund R6 Mutual fund | Mutual Funds | — | — | $3.2M | 2.3% | |
| Nuveen International Equity Index Fund R6 Mutual fund | Common Collective Trusts | — | — | $3.1M | 2.2% | |
| Nuveen Lifecycle Index 2045 Fund R6 Mutual fund | Mutual Funds | — | — | $2.9M | 2.1% | |
| Baird Aggregate Bond Inv Mutual fund | Other securities | — | — | $2.8M | 2.1% | |
| JPMorgan Equity Income Fund Class R6 Mutual fund | Other securities | — | — | $2.7M | 2.0% | |
| Nuveen Lifecycle Index 2050 Fund R6 Mutual fund | Mutual Funds | — | — | $2.4M | 1.7% | |
| Vanguard Mid-Cap Idx Adm Mutual fund | Common Collective Trusts | — | — | $2.0M | 1.5% | |
| College Retirement Equities Fund Global Equities R2 Registered investment company | Common Stocks | — | — | $1.7M | 1.2% | |
| Nuveen Small Cap Blend Index Fund R6 Mutual fund | Common Collective Trusts | — | — | $1.7M | 1.2% | |
| College Retirement Equities Fund Equity Index R2 Registered investment company | Common Collective Trusts | — | — | $1.6M | 1.2% | |
| Vanguard Short-Trm Invt Gd Adm Mutual fund | Mutual Funds | — | — | $1.6M | 1.2% | |
| American Funds New Perspective Fund Class R5 Mutual fund | Mutual Funds | — | — | $1.4M | 1.1% | |
| Vanguard Federal Money Mkt Inv Mutual fund | Mutual Funds | — | — | $1.3M | 1.0% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual fund | Common Collective Trusts | — | — | $1.3M | 0.9% | |
| College Retirement Equities Fund Social Choice R2 Registered investment company | Common Stocks | — | — | $1.1M | 0.8% | |
| American EuroPacific Growth R6 Mutual fund | Other securities | — | — | $1.1M | 0.8% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $941K | 0.7% | |
| Nuveen Lifecycle Index 2055 Fund R6 Mutual fund | Mutual Funds | — | — | $921K | 0.7% | |
| College Retirement Equities Fund Core Bond R2 Registered investment company | Common Stocks | — | — | $769K | 0.6% | |
| Vanguard Infl Protect Sec Adm Mutual fund | Mutual Funds | — | — | $769K | 0.6% | |
| Nuveen Lifecycle Index 2015 Fund R6 Mutual fund | Mutual Funds | — | — | $448K | 0.3% | |
| College Retirement Equities Fund Money Market R2 Registered investment company | Cash / Money Market | — | — | $425K | 0.3% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2030 T3 Registered investment company | Common Stocks | — | — | $371K | 0.3% | |
| Delaware Small CapCore Fd Inst Mutual fund | Other securities | — | — | $367K | 0.3% | |
| Participant Notes Receivable Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $309K | 0.2% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2035 T3 Registered investment company | Common Stocks | — | — | $299K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund R6 Mutual fund | Mutual Funds | — | — | $284K | 0.2% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2045 T3 Registered investment company | Common Stocks | — | — | $175K | 0.1% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2025 T3 Registered investment company | Common Stocks | — | — | $168K | 0.1% | |
| Nuveen Lifecycle Index 2010 Fund R6 Mutual fund | Mutual Funds | — | — | $167K | 0.1% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2020 T3 Registered investment company | Common Stocks | — | — | $160K | 0.1% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2040 T3 Registered investment company | Common Stocks | — | — | $157K | 0.1% | |
| College Retirement Equities Fund Inflation Linked Bond R2 Registered investment company | Common Stocks | — | — | $155K | 0.1% | |
| Teachers Insurance Annuity Association Access Nuv Lg-Cap Value T3 Registered investment company | Common Stocks | — | — | $148K | 0.1% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2050 T3 Registered investment company | Common Stocks | — | — | $128K | <0.1% | |
| Teachers Insurance Annuity Association Access Nuv Core Equity T3 Registered investment company | Common Stocks | — | — | $123K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund R6 Mutual fund | Mutual Funds | — | — | $94K | <0.1% | |
| Teachers Insurance Annuity Association Access Nuv Mid-Cap Value T3 Registered investment company | Common Stocks | — | — | $92K | <0.1% | |
| Teachers Insurance Annuity Association Access Nuv International Equity Index T3 Registered investment company | Common Collective Trusts | — | — | $83K | <0.1% | |
| Teachers Insurance Annuity Association Access Nuv Life Cycle 2015 T3 Registered investment company | Common Stocks | — | — | $80K | <0.1% |
