2023 Form 5500 filing — Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011110011NAL0022621937003) for Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities, reported by Andrews-Osborne Academy under EIN 34-0714625 and plan number 003. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011110011NAL0022621937003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andrews-Osborne Academy
- EIN
- 34-0714625
- Plan number
- 003
- Location
- Willoughby, OH
- Participants
- 16
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,676,095
- Net assets (EOY)
- $2,676,095
- Participant contributions
- $33,745
- Total income / additions
- $385,083
- Benefits paid
- $193,570
- Administrative expenses
- $9,132
- Total expenses
- $202,702
- Net increase / (decrease)
- $182,381
- Schedule source
- Schedule I