Stephen M. Lippiello signed Ohio Wesleyan University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohio Wesleyan University's EIN is 31-4379585.
Download the official 2023 Form 5500 (PDF) for Ohio Wesleyan University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ohio Wesleyan University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $30K | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $5.6M | 3.1% |
