Verjeana McCotter-Jacobs signed National School Boards Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National School Boards Association's EIN is 36-2210015.
Download the official 2024 Form 5500 (PDF) for National School Boards Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National School Boards Association's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $244K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MORGAN STANLEY DEAN WITTER |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Intermediate Bond | Mutual Funds | — | $3.1M | $3.1M | 10.2% | |
| Loomis Sayles Loomis Sayles Inv Grade Bond Y | Other securities | — | $3.2M | $3.1M | 10.2% | |
| Prudential PGIM Total Return Bd R6 | Other securities | — | $3.2M | $3.1M | 10.2% | |
| M utual funds Blackrock Low Duration Bond Inst | Other securities | — | $2.9M | $2.9M | 9.6% | |
| JP M organ JPM organ Large cap growth R6 | Other securities | — | $2.6M | $2.9M | 9.3% | |
| COLUMBIA TRUST DIVIDEND INC MS COLUMBIA · EIN 41-0007957 / PN 219 | Common Collective Trust | — | $2.4M | $2.7M | 8.9% | |
| Invesco Equally - Wtd S&P 500 R6 | Common Collective Trusts | — | $2.5M | $2.4M | 7.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | $1.5M | $1.6M | 5.1% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | $1.3M | $1.6M | 5.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec I | Other securities | — | $1.4M | $1.4M | 4.7% | |
| Thornburg International Equity R6 | Other securities | — | $1.2M | $1.2M | 4.1% | |
| M FS M FS International Value R6 | Other securities | — | $1.3M | $1.2M | 4.0% | |
| First Eagle First Eagle Overseas I | Other securities | — | $1.2M | $1.2M | 4.0% | |
| PIM CO PIM CO Comm Real Return Strat I2 | Common Stocks | — | $940K | $954K | 3.1% | |
| William Blair William Blair small cap growth R6 | Other securities | — | $294K | $301K | 1.0% | |
| Victory Sycamore Est Value I | Other securities | — | $297K | $293K | 1.0% | |
| JP M organ Undiscovered M grs Behavioral Val R6 | Other securities | — | $276K | $290K | 0.9% | |
| M acquarie M acuarie mid cap growth I | Other securities | — | $301K | $290K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| BROKER |
| $0 |
| — |
