Civic Intelligence

Allen Chase Foundation

Plan context: Tiaa Cref Ret Plan for Professional Administrative & Office Staff

EIN 04-2108341 • Deerfield, MA • 62 filings • 18 plans

271 Pine Nook RdDeerfield, MA 01342
Current Snapshot

Latest Year

2024

2024 Participants

145

2024 Assets

$43,987,171

2024 Contributions

$2,002,332

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$43,987,171$21,993,586$0200920162023YearValue
$43,987,171Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

177890200520152024YearValue
145Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241145$0$0-
Eaglebrook School Welfare Benefits Plan-145---
20232172$43,987,171$2,002,332$11,641iApproximate average salary by contribution assumption: employee only about $291,037 at 4% or $194,024 at 6%; with 50% employer match about $194,024 at 4% or $129,350 at 6%; with 100% employer match about $145,518 at 4% or $97,012 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-172$43,987,171$2,002,332$11,641iApproximate average salary by contribution assumption: employee only about $291,037 at 4% or $194,024 at 6%; with 50% employer match about $194,024 at 4% or $129,350 at 6%; with 100% employer match about $145,518 at 4% or $97,012 at 6%.
Eaglebrook School Welfare Benefits Plan-145---
20222158$38,977,917$1,309,581$8,288iApproximate average salary by contribution assumption: employee only about $207,212 at 4% or $138,141 at 6%; with 50% employer match about $138,141 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-158$38,977,917$1,309,581$8,288iApproximate average salary by contribution assumption: employee only about $207,212 at 4% or $138,141 at 6%; with 50% employer match about $138,141 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%.
Eaglebrook School Welfare Benefits Plan-145---
20212149$34,853,186$1,180,210$7,921iApproximate average salary by contribution assumption: employee only about $198,022 at 4% or $132,015 at 6%; with 50% employer match about $132,015 at 4% or $88,010 at 6%; with 100% employer match about $99,011 at 4% or $66,007 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-149$34,853,186$1,180,210$7,921iApproximate average salary by contribution assumption: employee only about $198,022 at 4% or $132,015 at 6%; with 50% employer match about $132,015 at 4% or $88,010 at 6%; with 100% employer match about $99,011 at 4% or $66,007 at 6%.
Eaglebrook School Welfare Benefits Plan-141---
20202151$40,251,315$1,191,899$7,893iApproximate average salary by contribution assumption: employee only about $197,334 at 4% or $131,556 at 6%; with 50% employer match about $131,556 at 4% or $87,704 at 6%; with 100% employer match about $98,667 at 4% or $65,778 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-151$40,251,315$1,191,899$7,893iApproximate average salary by contribution assumption: employee only about $197,334 at 4% or $131,556 at 6%; with 50% employer match about $131,556 at 4% or $87,704 at 6%; with 100% employer match about $98,667 at 4% or $65,778 at 6%.
Eaglebrook School Welfare Benefits Plan-144---
20192141$31,998,559$1,119,874$7,942iApproximate average salary by contribution assumption: employee only about $198,559 at 4% or $132,373 at 6%; with 50% employer match about $132,373 at 4% or $88,249 at 6%; with 100% employer match about $99,280 at 4% or $66,186 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-140$31,998,559$1,119,874$7,999iApproximate average salary by contribution assumption: employee only about $199,978 at 4% or $133,318 at 6%; with 50% employer match about $133,318 at 4% or $88,879 at 6%; with 100% employer match about $99,989 at 4% or $66,659 at 6%.
Eaglebrook School Welfare Benefits Plan-141---
20182144$30,677,222$1,092,594$7,587iApproximate average salary by contribution assumption: employee only about $189,686 at 4% or $126,458 at 6%; with 50% employer match about $126,458 at 4% or $84,305 at 6%; with 100% employer match about $94,843 at 4% or $63,229 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-137$30,677,222$1,092,594$7,975iApproximate average salary by contribution assumption: employee only about $199,378 at 4% or $132,919 at 6%; with 50% employer match about $132,919 at 4% or $88,613 at 6%; with 100% employer match about $99,689 at 4% or $66,459 at 6%.
Eaglebrook School Welfare Benefits Plan-144---
20172137$30,345,302$1,083,564$7,909iApproximate average salary by contribution assumption: employee only about $197,731 at 4% or $131,820 at 6%; with 50% employer match about $131,820 at 4% or $87,880 at 6%; with 100% employer match about $98,865 at 4% or $65,910 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-130$30,345,302$1,083,564$8,335iApproximate average salary by contribution assumption: employee only about $208,378 at 4% or $138,918 at 6%; with 50% employer match about $138,918 at 4% or $92,612 at 6%; with 100% employer match about $104,189 at 4% or $69,459 at 6%.
Eaglebrook School Welfare Benefits Plan-137---
20162143$29,770,154$1,021,551$7,144iApproximate average salary by contribution assumption: employee only about $178,593 at 4% or $119,062 at 6%; with 50% employer match about $119,062 at 4% or $79,375 at 6%; with 100% employer match about $89,296 at 4% or $59,531 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-124$29,770,154$1,021,551$8,238iApproximate average salary by contribution assumption: employee only about $205,958 at 4% or $137,305 at 6%; with 50% employer match about $137,305 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,653 at 6%.
Eaglebrook School Welfare Benefits Plan-143---
20152134$26,394,161$1,024,262$7,644iApproximate average salary by contribution assumption: employee only about $191,094 at 4% or $127,396 at 6%; with 50% employer match about $127,396 at 4% or $84,931 at 6%; with 100% employer match about $95,547 at 4% or $63,698 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-122$26,394,161$1,024,262$8,396iApproximate average salary by contribution assumption: employee only about $209,890 at 4% or $139,927 at 6%; with 50% employer match about $139,927 at 4% or $93,284 at 6%; with 100% employer match about $104,945 at 4% or $69,963 at 6%.
Eaglebrook School Welfare Benefits Plan-134---
20142134$27,892,220$1,069,041$7,978iApproximate average salary by contribution assumption: employee only about $199,448 at 4% or $132,965 at 6%; with 50% employer match about $132,965 at 4% or $88,644 at 6%; with 100% employer match about $99,724 at 4% or $66,483 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-125$27,892,220$1,069,041$8,552iApproximate average salary by contribution assumption: employee only about $213,808 at 4% or $142,539 at 6%; with 50% employer match about $142,539 at 4% or $95,026 at 6%; with 100% employer match about $106,904 at 4% or $71,269 at 6%.
Eaglebrook School Welfare Benefits Plan-134---
20132121$27,434,979$909,290$7,515iApproximate average salary by contribution assumption: employee only about $187,870 at 4% or $125,247 at 6%; with 50% employer match about $125,247 at 4% or $83,498 at 6%; with 100% employer match about $93,935 at 4% or $62,623 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-120$27,434,979$909,290$7,577iApproximate average salary by contribution assumption: employee only about $189,435 at 4% or $126,290 at 6%; with 50% employer match about $126,290 at 4% or $84,194 at 6%; with 100% employer match about $94,718 at 4% or $63,145 at 6%.
Eaglebrook School Welfare Benefits Plan-121---
20122123$18,470,577$913,212$7,424iApproximate average salary by contribution assumption: employee only about $185,612 at 4% or $123,741 at 6%; with 50% employer match about $123,741 at 4% or $82,494 at 6%; with 100% employer match about $92,806 at 4% or $61,871 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-91$18,470,577$913,212$10,035iApproximate average salary by contribution assumption: employee only about $250,882 at 4% or $167,255 at 6%; with 50% employer match about $167,255 at 4% or $111,503 at 6%; with 100% employer match about $125,441 at 4% or $83,627 at 6%.
Eaglebrook School Welfare Benefits Plan-123---
20113104$16,669,022$814,278$7,830iApproximate average salary by contribution assumption: employee only about $195,740 at 4% or $130,493 at 6%; with 50% employer match about $130,493 at 4% or $86,996 at 6%; with 100% employer match about $97,870 at 4% or $65,247 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-98$16,669,022$814,278$8,309iApproximate average salary by contribution assumption: employee only about $207,724 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,862 at 4% or $69,241 at 6%.
Eaglebrook School Welfare Benefits Plan-104---
EAGLEBROOK SCHOOL SECTION 457(B)DEFERRED COMPENSATION PLAN AND EAGLEBROOK SCHOOL SECTION 457(F) PLAN-----
20105111$16,860,441$810,922$7,306iApproximate average salary by contribution assumption: employee only about $182,640 at 4% or $121,760 at 6%; with 50% employer match about $121,760 at 4% or $81,173 at 6%; with 100% employer match about $91,320 at 4% or $60,880 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-99$16,860,441$810,922$8,191iApproximate average salary by contribution assumption: employee only about $204,778 at 4% or $136,519 at 6%; with 50% employer match about $136,519 at 4% or $91,013 at 6%; with 100% employer match about $102,389 at 4% or $68,259 at 6%.
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-----
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-----
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-----
Eaglebrook School Welfare Benefits Plan-111---
20093132$12,054,248$1,255,357$9,510iApproximate average salary by contribution assumption: employee only about $237,757 at 4% or $158,505 at 6%; with 50% employer match about $158,505 at 4% or $105,670 at 6%; with 100% employer match about $118,879 at 4% or $79,252 at 6%.
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-120$12,054,248$1,097,655$9,147iApproximate average salary by contribution assumption: employee only about $228,678 at 4% or $152,452 at 6%; with 50% employer match about $152,452 at 4% or $101,635 at 6%; with 100% employer match about $114,339 at 4% or $76,226 at 6%.
Eaglebrook School Welfare Benefits Plan-132---
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0$0$157,702-
20081139$0$0-
Eaglebrook School Welfare Benefits Plan-139---
20071143$0$0-
Eaglebrook School Welfare Benefits Plan-143---
200640$0$0-
EAGLEBROOK SCHOOL FLEXIBLE COMPENSATION AND LIFE & DISABILITY PLAN-0---
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-0---
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0---
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-0---
20055177$0$0-
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-0---
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-0---
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0---
EAGLEBROOK SCHOOL FLEXIBLE COMPENSATION AND LIFE & DISABILITY PLAN-177---
EAGLEBROOK SCHOOL FLEXIBLE COMPENSATION PLAN-39---
200430$0$0-
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0---
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-0---
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-0---
200330$0$0-
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-0---
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-0---
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0---
200230$0$0-
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-0---
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0---
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-0---
200130$0$0-
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0---
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-0---
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-0---
199930$0$0-
Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees-0---
Allen-Chase Foundation Tiaa-Deferred Annuity Plan-0---
Tiaa Cref Ret Plan for Professional Administrative & Office Staff-0---