Lane Estes signed Birmingham-Southern College's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Birmingham-Southern College's EIN is 63-0288811.
Download the official 2023 Form 5500 (PDF) for Birmingham-Southern College from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Birmingham-Southern College's plan includes 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 | 13-1624203 | — | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | NONE | $47K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $26K |
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 Contracts - (NFBR) | Mutual Funds | — | — | $26.1M | 30.8% | |
| CREF Stock R2 | Mutual Funds | — | — | $14.1M | 16.6% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $4.9M | 5.8% | |
| CREF Growth R2 | Mutual Funds | — | — | $3.9M | 4.5% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $3.2M | 3.8% | |
| Vanguard 500 Inx Adm | Mutual Funds | — | — | $3.1M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 3.0% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $2.3M | 2.7% | |
| MFS Value Fund Class | Mutual Funds | — | — | $2.0M | 2.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.8M | 2.1% | |
| TIAA Traditonal Annuity Contract - (FBR) | Mutual Funds | — | — | $1.7M | 2.0% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.6M | 1.9% | |
| T. Rowe Price Blue Chip Gr I | Other securities | — | — | $1.4M | 1.6% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.4M | 1.6% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $1.3M | 1.6% | |
| American EuroPac Growth R6 | Other securities | — | — | $1.2M | 1.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $1.1M | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $1.0M | 1.2% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $925K | 1.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $880K | 1.0% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $874K | 1.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $859K | 1.0% | |
| T. Rowe Price Inte US Small Cap Growth Eq I | Other securities | — | — | $833K | 1.0% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $818K | 1.0% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $784K | 0.9% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $751K | 0.9% | |
| JP Morgan Mid Cap Value Fund R6 | Other securities | — | — | $745K | 0.9% | |
| CREF Money Market R2 | Mutual Funds | — | — | $718K | 0.8% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $376K | 0.4% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $369K | 0.4% | |
| MFS New Discovery Value Fund R6 | Mutual Funds | — | — | $351K | 0.4% | |
| Mass Mutual Mid Cap Growth I | Other securities | — | — | $345K | 0.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $318K | 0.4% | |
| TIAA-CREF Money Market-Inst | Mutual Funds | — | — | $180K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $99K | 0.1% | |
| Participant loans 4.25% to 9.50% - | Bonds / Notes | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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