Andrews School Tiaa-Cref Tax Deferred Retirement Annuities — Form 5500 plan (Andrews-Osborne Academy)
Plain-English plan 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, Andrews School Tiaa-Cref Tax Deferred Retirement Annuities is a benefit plan reported by Andrews-Osborne Academy under EIN 34-0714625 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $8,158,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andrews-Osborne Academy
- EIN
- 34-0714625
- Plan number
- 002
- Plan type
- 2
- Location
- Willoughby, OH
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $8,158,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20241011110011NAL0022621937002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,158,417
- Net assets (EOY)
- $8,158,417
- Net assets (BOY)
- $7,084,954
Income & contributions
- Employer contributions
- $91,841
- Participant contributions
- $204,306
- Total income / additions
- $1,492,422
Expenses & distributions
- Benefits paid
- $385,014
- Administrative expenses
- $31,070
- Total expenses
- $418,959
- Net increase / (decrease)
- $1,073,463
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.