The Tatnall School, Inc.'s EIN is 51-0071443.
Download the official 2023 Form 5500 (PDF) for The Tatnall School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Tatnall School, Inc.'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.
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock Variable Annuity - | Mutual Funds | — | — | $9.8M | 23.4% | |
| TIAA Traditional Non Benefit Responsive Guaranteed Annuity Contract - | Mutual Funds | — | — | $9.7M | 23.2% | |
| TIAA Access LifeCycle 2035 Variable Annuity - | Mutual Funds | — | — | $2.6M | 6.2% | |
| CREF Growth Variable Annuity - | Mutual Funds | — | — | $2.1M | 5.1% | |
| CREF Equity Index Variable Annuity - | Common Collective Trusts | — | — | $1.8M | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 3.5% | |
| TIAA Access International Equity Index Variable Annuity - | Common Collective Trusts | — | — | $1.2M | 3.0% | |
| TIAA Access LifeCycle 2030 Variable Annuity - | Mutual Funds | — | — | $1.2M | 2.9% | |
| TIAA Access Large-Cap Residential Equity Variable Annuity - | Mutual Funds | — | — | $851K | 2.0% | |
| CREF Global Equities Variable Annuity - | Mutual Funds | — | — | $844K | 2.0% | |
| TIAA Access S&P 500 Index Variable Annuity - | Common Collective Trusts | — | — | $774K | 1.8% | |
| TIAA Access Large-Cap Value Index Variable Annuity - | Mutual Funds | — | — | $748K | 1.8% | |
| CREF Social Choice Variable Annuity - | Mutual Funds | — | — | $730K | 1.7% | |
| TIAA Traditional Benefit Responsive Guaranteed Annuity Contract - | Mutual Funds | — | — | $584K | 1.4% | |
| TIAA Access LifeCycle 2050 Variable Annuity - | Mutual Funds | — | — | $574K | 1.4% | |
| TIAA Access LifeCycle 2045 Variable Annuity - | Mutual Funds | — | — | $557K | 1.3% | |
| CREF Core Bond Variable Annuity - | Mutual Funds | — | — | $542K | 1.3% | |
| TIAA Access LifeCycle 2040 Variable Annuity - | Mutual Funds | — | — | $512K | 1.2% | |
| TIAA Access Quantity Small Cap Equity Variable Annuity - | Mutual Funds | — | — | $464K | 1.1% | |
| CREF Inflation-Linked Bond Variable Annuity - | Mutual Funds | — | — | $460K | 1.1% | |
| TIAA Access Small-Cap Building Index Variable Annuity - | Mutual Funds | — | — | $420K | 1.0% | |
| TIAA Access LifeCycle 2025 Variable Annuity - | Mutual Funds | — | — | $405K | 1.0% | |
| TIAA Access Western Asset Core Variable Annuity - | Mutual Funds | — | — | $335K | 0.8% | |
| TIAA Access Short-Term Bond Variable Annuity - | Mutual Funds | — | — | $299K | 0.7% | |
| CREF Money Market Variable Annuity - | Mutual Funds | — | — | $260K | 0.6% | |
| TIAA Access High-Yield Variable Annuity - | Mutual Funds | — | — | $236K | 0.6% | |
| TIAA Access Mid-Cap Growth Variable Annuity - | Mutual Funds | — | — | $233K | 0.6% | |
| TIAA Access Large-Cap Value Variable Annuity - | Mutual Funds | — | — | $227K | 0.5% | |
| TIAA Access Real Estate Securities Variable Annuity - | Mutual Funds | — | — | $224K | 0.5% | |
| TIAA Access Large-Cap Growth Index Variable Annuity - | Mutual Funds | — | — | $219K | 0.5% | |
| TIAA Access Mid-Cap Value Variable Annuity - | Mutual Funds | — | — | $201K | 0.5% | |
| TIAA Access Large-Cap Growth Index Variable Annuity - | Mutual Funds | — | — | $191K | 0.5% | |
| TIAA Access International Equity Variable Annuity - | Mutual Funds | — | — | $167K | 0.4% | |
| TIAA Access LifeCycle 2020 Variable Annuity - | Mutual Funds | — | — | $162K | 0.4% | |
| TIAA Access Core Equity Variable Annuity - | Mutual Funds | — | — | $156K | 0.4% | |
| Participant Loans Interest Rates Ranging From 6.50% - 9.00% - | Bonds / Notes | — | — | $137K | 0.3% | |
| TIAA Access Bond Plus Variable Annuity - | Mutual Funds | — | — | $127K | 0.3% | |
| TIAA Access LifeCycle 2010 Variable Annuity - | Mutual Funds | — | — | $106K | 0.3% | |
| TIAA Access T.Rowe Price Large-Cap Growth Variable Annuity - | Mutual Funds | — | — | $52K | 0.1% | |
| TIAA Access LifeCycle 2055 Variable Annuity - | Mutual Funds | — | — | $50K | 0.1% | |
| TIAA Access Equity Index Variable Annuity - | Common Collective Trusts | — | — | $47K | 0.1% | |
| TIAA Access LifeCycle 2060 Variable Annuity - | Mutual Funds | — | — | $38K | <0.1% | |
| TIAA Access LifeCycle 2015 Variable Annuity - | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA Access LifeCycle Retirement Income Variable Annuity - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
