How big is Stanley British Primary School's plan?

Stanley British Primary School's plan reported $14.7M in assets and 131 participants for 2024.

Original filing (PDF)20260302150205NAL0001941216001

Stanley British Primary School

Name: Stanley British Primary School — Stanley British, Form 5500 (2024)
Creator: Stanley British Primary School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stanley British Primary School 403(b) Plan

403(b) retirement plan · Stanley British Primary School's Stanley British Primary School 403(b) Plan held $14.7M in plan assets for 131 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

131

Accounts w/ balance

143

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

People on this filing

KAMA Kreutzer signed Stanley British Primary School's 2024 Form 5500 as plan administrator.

KAMA Kreutzer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stanley British Primary School's EIN is 74-2325997.

EIN 74-2325997

Plan number 002

Plan year 2024

ACK ID 20260302150205NAL0001941216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stanley British Primary School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stanley British Primary School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STANLEY BRITISH PRIMARY SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

54 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

STANLEY BRITISH PRIMARY SCHOOL

EIN

all filings

Address

350 QUEBEC STREET · DENVER, CO · 80230

Phone

(303) 360-0803

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-03-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$7K	—

Investments

54 direct securities · 1 pooled fund· $15.4M(100% of reported assets)

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.

Common Collective Trusts

$7.0M

18 holdings

Mutual Funds

$7.0M

27 holdings

Stable Value

$629K

2 holdings

Other securities

$583K

6 holdings

Pooled Separate Account

$143K

1 holding

Common Stocks

$27K

1 holding

					% of plan
College Retirement Equities Fund variable annuities CREF Growth R1	Mutual Funds	—	—	$2.1M	14.6%
Nuveen Lifecycle Idx 2040 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$1.4M	9.4%
Nuveen Lifecycle Idx 2045 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$1.1M	7.8%
Nuveen Lifecycle Idx 2035 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$1.1M	7.4%
TIAA Access Nuv Lifecycle 2035 T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$961K	6.5%
CREF Stock R1 Variable Annuity Contract N/A	Mutual Funds	—	—	$837K	5.7%
Vanguard Total Stk Mkt Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$714K	4.8%
College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive	Mutual Funds	—	—	$629K	4.3%
Nuveen Lifecycle Idx 2050 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$530K	3.6%
CREF Equity Index R1 Variable Annuity Contract N/A	Common Collective Trusts	—	—	$484K	3.3%
Vanguard Mid Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$460K	3.1%
CREF Global Equities R1 Variable Annuity Contract N/A	Mutual Funds	—	—	$455K	3.1%
Vanguard Growth Index Adm Mutual Fund N/A	Mutual Funds	—	—	$414K	2.8%
TIAA Traditional Benefit Responsive Guaranteed Investment Contract N/A	Stable Value	—	—	$395K	2.7%
Nuveen Lifecycle Idx 2025 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$391K	2.7%
Nuveen Lifecycle Idx 2055 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$369K	2.5%
Nuveen Lifecycle Idx 2060 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$348K	2.4%
TIAA Traditional Non Benefit Responsive Guaranteed Investment Contract N/A	Stable Value	—	—	$234K	1.6%
Nuveen Lifecycle Idx 2030 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$233K	1.6%
Jan Hen Triton N Mutual Fund N/A	Other securities	—	—	$220K	1.5%
CREF Money Market R1 Variable Annuity Contract N/A	Mutual Funds	—	—	$217K	1.5%
Nuveen Lifecycle Idx 2020 R6 Mutual Fund N/A	Common Collective Trusts	—	—	$199K	1.3%
Amerfds New World R6 Mutual Fund N/A	Other securities	—	—	$165K	1.1%
CREF Social Choice R1 Variable Annuity Contract N/A	Mutual Funds	—	—	$156K	1.1%
TIAA-CREF TIAA-CREF REAL ESTATE · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$143K	1.0%
Amerfds American Balanced R6 Mutual Fund N/A	Other securities	—	—	$106K	0.7%
Nuveen Intl EQ Idx R6 Mutual Fund N/A	Common Collective Trusts	—	—	$97K	0.7%
Dfa US Targeted Val I Mutual Fund N/A	Mutual Funds	—	—	$95K	0.6%
CREF Core Bond R1 Variable Annuity Contract N/A	Mutual Funds	—	—	$84K	0.6%
Vanguard MidCap Growth Index Adm Mutual Fund N/A	Mutual Funds	—	—	$84K	0.6%
Tcw Metwest Total Return BD P Mutual Fund N/A	Other securities	—	—	$61K	0.4%
College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4	Mutual Funds	—	—	$61K	0.4%
TIAA Access Nuv Core Pl Bd T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$58K	0.4%
CREF Inflation-Linked Bond R1 Variable Annuity Contract N/A	Mutual Funds	—	—	$40K	0.3%
TIAA Access Nuv Real Estate Securities Sel T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$39K	0.3%
College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4	Mutual Funds	—	—	$38K	0.3%
TIAA Access Nuv Lifecycle 2025 T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$33K	0.2%
TIAA Access Nuv Mid-Cap Value T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$31K	0.2%
College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4	Mutual Funds	—	—	$29K	0.2%
Nuveen Real Estate Sec Sel R6 Mutual Fund N/A	Mutual Funds	—	—	$27K	0.2%
American United Life Insurance Company Participant Loan Fund	Common Stocks	—	—	$27K	0.2%
TIAA Access Nuv International Equity T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$24K	0.2%
Pgim High-Yield R6 Mutual Fund N/A	Other securities	—	—	$21K	0.1%
TIAA Access Nuv Large-Cap Value T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$20K	0.1%
MFS Val R6 Mutual Fund N/A	Mutual Funds	—	—	$17K	0.1%
TIAA Access NUV Equity Index T4 Variable Annuity Contract N/A	Common Collective Trusts	—	—	$16K	0.1%
TIAA Access Nuv Lifecycle 2050 T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$13K	<0.1%
TIAA Access Nuv Large-Cap Growth T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$11K	<0.1%
Amercent Midcap Val R6 Mutual Fund N/A	Other securities	—	—	$10K	<0.1%
College Retirement Equities Fund variable annuities TIAA Access Nuv Qnt MdCpGrw T4	Mutual Funds	—	—	$9K	<0.1%