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  2. ANDREWS-OSBORNE ACADEMY
Sponsor portfolio

ANDREWS-OSBORNE ACADEMY

EIN 34-0714625-non-profit organization management-Latest filing 2024
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
83
38588 MENTOR AVE. - WILLOUGHBY, OH 44094440-942-3600andrewsosborne.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$8.9M - 69 part#003403b-$3.0M - 14 part

Retirement portfolio analytics

2 plans aggregated / $11.9M assets / 83 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DEFERRED RETIREMENT ANNUITIES (#002)75%
  • SUPPLEMENTAL RETIREMENT ANNUIT... (#003)25%
Total $11.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED RETIREMENT ANNUITIES (#002)69
  • SUPPLEMENTAL RETIREMENT ANNUIT... (#003)14
Total 83Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANDREWS SCHOOL TIAA-CREF TAX DEFERRED RETIREMENT ANNUITIES

403b

Assets$8.9M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ANDREWS SCHOOL TIAA-CREF TAX DEFERRED SUPPLEMENTAL RETIREMENT ANNUITIES

403b

Assets$3.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANDREWS SCHOOL TIAA-CREF TAX DEFERRED RETIREMENT ANNUITIES403b$8.9M692024
003ANDREWS SCHOOL TIAA-CREF TAX DEFERRED SUPPLEMENTAL RETIREMENT ANNUITIES403b$3.0M142024
Retirement plans
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