How big is Gilbert Christian Schools Inc.'s plan?

Gilbert Christian Schools Inc.'s plan reported $5.8M in assets and 399 participants for 2023.

Original filing (PDF)20250127150416NAL0013110065001

Gilbert Christian Schools Inc.

Name: Gilbert Christian Schools Inc. — Gilbert Christian, Form 5500 (2023)
Creator: Gilbert Christian Schools Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gilbert Christian Schools Inc. Defined Contribution Plan

403(b) retirement plan · Gilbert Christian Schools Inc.'s Gilbert Christian Schools Inc. Defined Contribution Plan held $5.8M in plan assets for 399 participants in 2023, with OneAmerica as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

399

Accounts w/ balance

307

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

James Dragonette signed Gilbert Christian Schools Inc.'s 2023 Form 5500 as plan administrator.

James Dragonette — Plan Administrator — Form 5500 signer
Kathy Grebe — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Gilbert Christian Schools Inc.'s EIN is 86-0832483.

EIN 86-0832483

Plan number 001

Plan year 2023

ACK ID 20250127150416NAL0013110065001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gilbert Christian Schools Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gilbert Christian Schools Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GILBERT CHRISTIAN SCHOOLS INC..

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How this plan invests

This plan

2 pooled trusts

Schedule D

50 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

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

GILBERT CHRISTIAN SCHOOLS INC.

EIN

all filings

Address

3632 E JASPER DR · GILBERT, AZ · 85296

Phone

(480) 699-1215

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARNEAL & HUNT PLC

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	$8K	—

Investments

50 direct securities · 2 pooled funds· $10.8M(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.

Mutual Funds

$5.1M

35 holdings

Pooled Separate Account

$5.1M

2 holdings

Common Collective Trusts

$432K

5 holdings

Other securities

$189K

9 holdings

Stable Value

$70K

1 holding

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$5.1M	87.5%
AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$692K	12.0%
AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$627K	10.9%
AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$611K	10.6%
AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$605K	10.5%
AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$594K	10.3%
AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$558K	9.7%
AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$264K	4.6%
AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$221K	3.8%
NUVEEN LARGE CAP GR IDX RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$214K	3.7%
TIAA-CREF TIAA TRADITIONAL BENEFIT RESPONSIVE 0 1 * TIAA-CREF TIAA TRADITIONAL BENEFIT NON RESPONSIVE 0	Mutual Funds	—	—	$167K	2.9%
TIAA-CREF CREF GROWTH R1 0	Mutual Funds	—	—	$156K	2.7%
PIMCO REAL RETURN ADM MUTUAL FUND SHARES 0 302 STATE STREET STATE STREET EQUTY 500 IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$121K	2.1%
TIAA-CREF TIAA REAL ESTATE 0 482 TIAA-CREF CREF STOCK R1 0	Mutual Funds	—	—	$112K	1.9%
AMERICAN FUNDS AMERFDS 2065 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$106K	1.8%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$70K	1.2%
AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$69K	1.2%
TIAA-CREF CREF EQUITY INDEX R1 0	Common Collective Trusts	—	—	$58K	1.0%
BLACKROCK ADV SMCAP GR INST MUTUAL FUND SHARES 0	Other securities	—	—	$53K	0.9%
T. ROWE PRICE TROWEPRICE BLUECHIP GRTH R MUTUAL FUND SHARES 0	Other securities	—	—	$39K	0.7%
NUVEEN LARGE CAP VALUE IDX RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$34K	0.6%
AMERICAN FUNDS AMERFDS 2010 TRGT DATE RET R4 MUTUAL FUND SHARES 0 231 AMERICAN FUNDS AMERFDS 2015 TRGT DATE RET R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$34K	0.6%
AMERICAN FUNDS AMERFDS FDAMENTAL INVS R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$31K	0.5%
COLUMBIA DIVIDEND INCOME ADV MUTUAL FUND SHARES 0	Other securities	—	—	$30K	0.5%
TIAA-CREF CREF MONEY MARKET R1 0	Mutual Funds	—	—	$26K	0.4%
TIAA-CREF CREF CORE BOND R1 0	Mutual Funds	—	—	$23K	0.4%
AMERICAN FUNDS AMERFDS EUROPAC GRTH R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$22K	0.4%
TIAA-CREF TIAA ACCESS LIFECYCLE 2045 T2 0	Mutual Funds	—	—	$22K	0.4%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$18K	0.3%
THORNBURG INTL EQ R5 MUTUAL FUND SHARES 0	Other securities	—	—	$17K	0.3%
AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$16K	0.3%
NEUBERGER BERMAN NEUBERGERBER EMERG MKTS EQ A MUTUAL FUND SHARES 0	Other securities	—	—	$14K	0.2%
TIAA-CREF TIAA ACCESS LG-CAP CR T4 0	Mutual Funds	—	—	$14K	0.2%
TIAA-CREF CREF GLOBAL EQUITIES R1 0	Mutual Funds	—	—	$14K	0.2%
DFA GLOBAL EQTY I MUTUAL FUND SHARES 0 333 DFA US TARGETED VAL I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$12K	0.2%
BLACKROCK HIGH YIELD PORT SVC MUTUAL FUND SHARES 0 143 BLACKROCK MID-CAP GRO EQUITY I MUTUAL FUND SHARES 0	Other securities	—	—	$12K	0.2%
COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$12K	0.2%
TIAA-CREF TIAA ACCESS LIFECYCLE 2035 T4 0 635 TIAA-CREF TIAA ACCESS LIFECYCLE 2040 T4 0	Mutual Funds	—	—	$10K	0.2%
TIAA-CREF TIAA ACCESS REAL EST SECS T4 0	Mutual Funds	—	—	$9K	0.2%
COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$7K	0.1%
DFA GLOBAL 60/40 I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$5K	<0.1%
TIAA-CREF TIAA ACCESS SM-CAP BL IDX T4 0	Common Collective Trusts	—	—	$5K	<0.1%
BLACKROCK EQTY DIVIDEND INST MUTUAL FUND SHARES 0	Other securities	—	—	$4K	<0.1%
NUVEEN REALESTATE SECS A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$4K	<0.1%
TIAA-CREF TIAA ACCESS LIFECYCLE 2020 T4 0	Mutual Funds	—	—	$3K	<0.1%
TIAA-CREF CREF SOCIAL CHOICE R1 0	Mutual Funds	—	—	$3K	<0.1%
PARNASSUS CORE EQTY INV MUTUAL FUND SHARES 0 284 PIMCO INCOME ADM MUTUAL FUND SHARES 0	Mutual Funds	—	—	$3K	<0.1%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$2K	<0.1%
FIDELITY ADV TOTAL BOND I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$2K	<0.1%
TIAA-CREF CREF INFLATION-LINKED BOND R1 0	Mutual Funds	—	—	$1K	<0.1%