Ohio Northern University's EIN is 34-4429091.
Download the official 2024 Form 5500 (PDF) for Ohio Northern University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Northern University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INS & ANNUITY ASSC. | 13-1624203 | NEW YORK, NY | NONE | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN PILOT, LLC | 45-4168388 | CHICAGO, IL | NONE | $40K | — |
| LPL FINANCIAL, LLC |
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 Annuity Contract - Nonbenefit-Responsive | Mutual Funds | — | — | $61.7M | 24.4% | |
| Variable Annuity Accounts CREF Stock R2 51,093 units | Mutual Funds | — | $51K | $46.6M | 18.4% | |
| CREF Global Equities R2 35,340 units | Mutual Funds | — | $35K | $12.2M | 4.8% | |
| CREF Growth R2 21,541 units | Mutual Funds | — | $22K | $11.3M | 4.5% | |
| Nuveen Lifecycle 2040 R6 882,029 shares | Mutual Funds | — | $882K | $9.7M | 3.8% | |
| Putnam Large Cap Value Fund Y 222,785 shares | Mutual Funds | — | $223K | $7.7M | 3.0% | |
| TIAA-CREF REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $15K | $6.9M | 2.7% | |
| Nuveen Lifecycle 2045 R6 462,753 shares | Mutual Funds | — | $463K | $6.5M | 2.6% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $6.4M | 2.5% | |
| CREF Social Choice R2 17,002 units | Mutual Funds | — | $17K | $6.2M | 2.5% | |
| Nuveen Lifecycle 2035 R6 563,614 shares | Mutual Funds | — | $564K | $6.0M | 2.4% | |
| Nuveen Lifecycle 2030 R6 554,704 shares | Mutual Funds | — | $555K | $5.7M | 2.2% | |
| American EuroPac Growth R6 94,329 shares | Other securities | — | $94K | $5.1M | 2.0% | |
| Vanguard 500 Idx Adm 9,115 shares | Common Collective Trusts | — | $9K | $4.9M | 2.0% | |
| CREF Global Equities R4 12,925 units | Mutual Funds | — | $13K | $4.5M | 1.8% | |
| CREF Bond Market R2 33,104 units | Mutual Funds | — | $33K | $4.4M | 1.8% | |
| CREF Equity Index R2 7,855 units | Common Collective Trusts | — | $8K | $4.0M | 1.6% | |
| Vanguard 500 Idx Adm 11,454 shares | Common Collective Trusts | — | $11K | $3.7M | 1.5% | |
| Nuveen Lifecycle 2050 R6 230,842 shares | Mutual Funds | — | $231K | $3.4M | 1.3% | |
| Vanguard Ttl Stk Mkt Idx Adm 21,545 shares | Common Collective Trusts | — | $22K | $3.0M | 1.2% | |
| CREF Stock R4 3,200 units | Mutual Funds | — | $3K | $2.9M | 1.2% | |
| CREF Money Market R2 97,639 units | Mutual Funds | — | $98K | $2.9M | 1.1% | |
| Nuveen Lifecycle 2020 R6 285,976 shares | Mutual Funds | — | $286K | $2.7M | 1.1% | |
| Nuveen Quant Small Cp Eq R6 136,433 shares | Mutual Funds | — | $136K | $2.5M | 1.0% | |
| Nuveen Lifecycle 2055 R6 142,916 shares | Mutual Funds | — | $143K | $2.5M | 1.0% | |
| CREF Growth R4 4,600 units | Mutual Funds | — | $5K | $2.4M | 1.0% | |
| Nuveen Lifecycle 2025 R6 232,934 shares | Mutual Funds | — | $233K | $2.3M | 0.9% | |
| CREF Social Choice R4 6,033 units | Mutual Funds | — | $6K | $2.2M | 0.9% | |
| CREF Core Bond R4 16,152 units | Mutual Funds | — | $16K | $2.2M | 0.9% | |
| CREF Inflation-Linked Bond R2 22,547 units | Mutual Funds | — | $23K | $1.9M | 0.8% | |
| Vanguard Cash Rsv Fed MMkt Adm 1,784,484 shares | Mutual Funds | — | $1.8M | $1.8M | 0.7% | |
| s *Nuveen Lifecycle 2010 R6 150,875 shares | Mutual Funds | — | $151K | $1.5M | 0.6% | |
| CREF Inflation-Linked Bond R4 16,567 units | Mutual Funds | — | $17K | $1.4M | 0.6% | |
| Vanguard Small-Cap Idx Adm 10,844 shares | Common Collective Trusts | — | $11K | $1.2M | 0.5% | |
| Nuveen Lifecycle 2015 R6 80,166 shares | Mutual Funds | — | $80K | $725K | 0.3% | |
| Vanguard REIT Idx Adm 4,807 shares | Common Collective Trusts | — | $5K | $607K | 0.2% | |
| TIAA-CREF Lifecycle 2060-Inst 28,698 shares | Mutual Funds | — | $29K | $432K | 0.2% | |
| Maturing in 2025 to 2029) | Other securities | — | — | $297K | 0.1% | |
| TIAA-CREF Lifecycle 2065-Inst 11,598 shares | Mutual Funds | — | $12K | $151K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| SAN DIEGO, CA |
| NONE |
| $24K |
| — |
| FORVIS, LLP | 44-0160260 | SPRINGFIELD, MO | NONE | $17K | — |
