THE CHOATE ROSEMARY HALL FOUNDATION, INCORPORATED
Plan context: Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan
EIN 06-0910420 • Wallingford, CT • 92 filings • 27 plans
Current Snapshot
Latest Year
2024
2024 Participants
348
2024 Assets
$222,743,817
2024 Contributions
$5,482,541
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 348 | $222,743,817 | $5,482,541 | $15,754iApproximate average salary by contribution assumption: employee only about $393,861 at 4% or $262,574 at 6%; with 50% employer match about $262,574 at 4% or $175,049 at 6%; with 100% employer match about $196,930 at 4% or $131,287 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 348 | $222,743,817 | $5,482,541 | $15,754iApproximate average salary by contribution assumption: employee only about $393,861 at 4% or $262,574 at 6%; with 50% employer match about $262,574 at 4% or $175,049 at 6%; with 100% employer match about $196,930 at 4% or $131,287 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 320 | - | - | - |
| 2023 | 2 | 339 | $205,203,614 | $7,597,422 | $22,411iApproximate average salary by contribution assumption: employee only about $560,282 at 4% or $373,521 at 6%; with 50% employer match about $373,521 at 4% or $249,014 at 6%; with 100% employer match about $280,141 at 4% or $186,761 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 339 | $205,203,614 | $7,597,422 | $22,411iApproximate average salary by contribution assumption: employee only about $560,282 at 4% or $373,521 at 6%; with 50% employer match about $373,521 at 4% or $249,014 at 6%; with 100% employer match about $280,141 at 4% or $186,761 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 319 | - | - | - |
| 2022 | 2 | 326 | $181,172,642 | $4,483,032 | $13,752iApproximate average salary by contribution assumption: employee only about $343,791 at 4% or $229,194 at 6%; with 50% employer match about $229,194 at 4% or $152,796 at 6%; with 100% employer match about $171,895 at 4% or $114,597 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 326 | $181,172,642 | $4,483,032 | $13,752iApproximate average salary by contribution assumption: employee only about $343,791 at 4% or $229,194 at 6%; with 50% employer match about $229,194 at 4% or $152,796 at 6%; with 100% employer match about $171,895 at 4% or $114,597 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 316 | - | - | - |
| 2021 | 2 | 333 | $212,434,281 | $5,172,286 | $15,532iApproximate average salary by contribution assumption: employee only about $388,310 at 4% or $258,873 at 6%; with 50% employer match about $258,873 at 4% or $172,582 at 6%; with 100% employer match about $194,155 at 4% or $129,437 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 333 | $212,434,281 | $5,172,286 | $15,532iApproximate average salary by contribution assumption: employee only about $388,310 at 4% or $258,873 at 6%; with 50% employer match about $258,873 at 4% or $172,582 at 6%; with 100% employer match about $194,155 at 4% or $129,437 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 307 | - | - | - |
| 2020 | 2 | 327 | $192,719,371 | $5,042,618 | $15,421iApproximate average salary by contribution assumption: employee only about $385,521 at 4% or $257,014 at 6%; with 50% employer match about $257,014 at 4% or $171,343 at 6%; with 100% employer match about $192,761 at 4% or $128,507 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 327 | $192,719,371 | $5,042,618 | $15,421iApproximate average salary by contribution assumption: employee only about $385,521 at 4% or $257,014 at 6%; with 50% employer match about $257,014 at 4% or $171,343 at 6%; with 100% employer match about $192,761 at 4% or $128,507 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 302 | - | - | - |
| 2019 | 2 | 346 | $175,903,607 | $5,580,002 | $16,127iApproximate average salary by contribution assumption: employee only about $403,179 at 4% or $268,786 at 6%; with 50% employer match about $268,786 at 4% or $179,191 at 6%; with 100% employer match about $201,590 at 4% or $134,393 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 346 | $175,903,607 | $5,580,002 | $16,127iApproximate average salary by contribution assumption: employee only about $403,179 at 4% or $268,786 at 6%; with 50% employer match about $268,786 at 4% or $179,191 at 6%; with 100% employer match about $201,590 at 4% or $134,393 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 255 | - | - | - |
| 2018 | 2 | 339 | $155,380,618 | $6,613,869 | $19,510iApproximate average salary by contribution assumption: employee only about $487,748 at 4% or $325,166 at 6%; with 50% employer match about $325,166 at 4% or $216,777 at 6%; with 100% employer match about $243,874 at 4% or $162,583 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 339 | $155,380,618 | $6,613,869 | $19,510iApproximate average salary by contribution assumption: employee only about $487,748 at 4% or $325,166 at 6%; with 50% employer match about $325,166 at 4% or $216,777 at 6%; with 100% employer match about $243,874 at 4% or $162,583 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 276 | - | - | - |
| 2017 | 2 | 337 | $164,909,949 | $4,885,959 | $14,498iApproximate average salary by contribution assumption: employee only about $362,460 at 4% or $241,640 at 6%; with 50% employer match about $241,640 at 4% or $161,093 at 6%; with 100% employer match about $181,230 at 4% or $120,820 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 337 | $164,909,949 | $4,885,959 | $14,498iApproximate average salary by contribution assumption: employee only about $362,460 at 4% or $241,640 at 6%; with 50% employer match about $241,640 at 4% or $161,093 at 6%; with 100% employer match about $181,230 at 4% or $120,820 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 326 | - | - | - |
| 2016 | 3 | 348 | $146,288,332 | $6,184,698 | $17,772iApproximate average salary by contribution assumption: employee only about $444,303 at 4% or $296,202 at 6%; with 50% employer match about $296,202 at 4% or $197,468 at 6%; with 100% employer match about $222,152 at 4% or $148,101 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 348 | $146,288,332 | $6,184,698 | $17,772iApproximate average salary by contribution assumption: employee only about $444,303 at 4% or $296,202 at 6%; with 50% employer match about $296,202 at 4% or $197,468 at 6%; with 100% employer match about $222,152 at 4% or $148,101 at 6%. |
| Choate Rosemary Hall Life Insurance Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 317 | - | - | - |
| 2015 | 3 | 350 | $139,021,478 | $5,313,825 | $15,182iApproximate average salary by contribution assumption: employee only about $379,559 at 4% or $253,039 at 6%; with 50% employer match about $253,039 at 4% or $168,693 at 6%; with 100% employer match about $189,779 at 4% or $126,520 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 342 | $139,021,478 | $5,313,825 | $15,538iApproximate average salary by contribution assumption: employee only about $388,438 at 4% or $258,958 at 6%; with 50% employer match about $258,958 at 4% or $172,639 at 6%; with 100% employer match about $194,219 at 4% or $129,479 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 350 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 319 | - | - | - |
| 2014 | 3 | 368 | $138,520,322 | $5,530,808 | $15,029iApproximate average salary by contribution assumption: employee only about $375,734 at 4% or $250,489 at 6%; with 50% employer match about $250,489 at 4% or $166,993 at 6%; with 100% employer match about $187,867 at 4% or $125,245 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 368 | $138,520,322 | $5,530,808 | $15,029iApproximate average salary by contribution assumption: employee only about $375,734 at 4% or $250,489 at 6%; with 50% employer match about $250,489 at 4% or $166,993 at 6%; with 100% employer match about $187,867 at 4% or $125,245 at 6%. |
| Choate Rosemary Hall Life Insurance Plan | - | 325 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 350 | - | - | - |
| 2013 | 3 | 359 | $131,365,828 | $4,620,065 | $12,869iApproximate average salary by contribution assumption: employee only about $321,732 at 4% or $214,488 at 6%; with 50% employer match about $214,488 at 4% or $142,992 at 6%; with 100% employer match about $160,866 at 4% or $107,244 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 359 | $131,365,828 | $4,620,065 | $12,869iApproximate average salary by contribution assumption: employee only about $321,732 at 4% or $214,488 at 6%; with 50% employer match about $214,488 at 4% or $142,992 at 6%; with 100% employer match about $160,866 at 4% or $107,244 at 6%. |
| Choate Rosemary Hall Life Insurance Plan | - | 314 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 350 | - | - | - |
| 2012 | 5 | 357 | $115,304,299 | $4,465,743 | $12,509iApproximate average salary by contribution assumption: employee only about $312,727 at 4% or $208,485 at 6%; with 50% employer match about $208,485 at 4% or $138,990 at 6%; with 100% employer match about $156,364 at 4% or $104,242 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 357 | $115,304,299 | $4,465,743 | $12,509iApproximate average salary by contribution assumption: employee only about $312,727 at 4% or $208,485 at 6%; with 50% employer match about $208,485 at 4% or $138,990 at 6%; with 100% employer match about $156,364 at 4% or $104,242 at 6%. |
| CHOATE ROSEMARY HALL ACCIDENTAL DEATH AND DISMEMBERMENT | - | 305 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 305 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 305 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 237 | - | - | - |
| 2011 | 6 | 326 | $107,631,431 | $4,010,296 | $12,302iApproximate average salary by contribution assumption: employee only about $307,538 at 4% or $205,025 at 6%; with 50% employer match about $205,025 at 4% or $136,684 at 6%; with 100% employer match about $153,769 at 4% or $102,513 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 326 | $107,631,431 | $4,010,296 | $12,302iApproximate average salary by contribution assumption: employee only about $307,538 at 4% or $205,025 at 6%; with 50% employer match about $205,025 at 4% or $136,684 at 6%; with 100% employer match about $153,769 at 4% or $102,513 at 6%. |
| Choate Rosemary Hall Medical, Dental and Vision | - | 211 | - | - | - |
| CHOATE ROSEMARY HALL ACCIDENTAL DEATH AND DISMEMBERMENT | - | 302 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 302 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 234 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 302 | - | - | - |
| 2010 | 6 | 402 | $108,703,999 | $3,565,575 | $8,870iApproximate average salary by contribution assumption: employee only about $221,740 at 4% or $147,826 at 6%; with 50% employer match about $147,826 at 4% or $98,551 at 6%; with 100% employer match about $110,870 at 4% or $73,913 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 402 | $108,703,999 | $2,460,001 | $6,119iApproximate average salary by contribution assumption: employee only about $152,985 at 4% or $101,990 at 6%; with 50% employer match about $101,990 at 4% or $67,993 at 6%; with 100% employer match about $76,493 at 4% or $50,995 at 6%. |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | $1,105,574 | - |
| Tiaa Group Long Term Disability Plan | - | 298 | - | - | - |
| CHOATE ROSEMARY HALL ACCIDENTAL DEATH AND DISMEMBERMENT | - | 295 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 298 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 206 | - | - | - |
| 2009 | 6 | 355 | $99,586,931 | $3,649,890 | $10,281iApproximate average salary by contribution assumption: employee only about $257,035 at 4% or $171,356 at 6%; with 50% employer match about $171,356 at 4% or $114,238 at 6%; with 100% employer match about $128,517 at 4% or $85,678 at 6%. |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 293 | $80,341,861 | $2,470,322 | $8,431iApproximate average salary by contribution assumption: employee only about $210,778 at 4% or $140,519 at 6%; with 50% employer match about $140,519 at 4% or $93,679 at 6%; with 100% employer match about $105,389 at 4% or $70,259 at 6%. |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 355 | $19,245,070 | $1,179,568 | $3,323iApproximate average salary by contribution assumption: employee only about $83,068 at 4% or $55,379 at 6%; with 50% employer match about $55,379 at 4% or $36,919 at 6%; with 100% employer match about $41,534 at 4% or $27,689 at 6%. |
| Choate Rosemary Hall Life Insurance Plan | - | 286 | - | - | - |
| CHOATE ROSEMARY HALL ACCIDENTAL DEATH & DISMEMBERMENT | - | 286 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 286 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 195 | - | - | - |
| 2008 | 1 | 210 | $0 | $0 | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 210 | - | - | - |
| 2007 | 6 | 306 | $0 | $0 | - |
| Choate Rosemary Hall Life Insurance Plan | - | 306 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 306 | - | - | - |
| CHOATE ROSEMARY HALL ACCIDENTAL DEATH & DISMEMBERMENT | - | 306 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Medical, Dental and Vision | - | 192 | - | - | - |
| 2006 | 5 | 302 | $0 | $0 | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 296 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 302 | - | - | - |
| CHOATE ROSEMARY HALL ACCIDENTAL DEATH & DISMEMBERMENT | - | 296 | - | - | - |
| 2005 | 5 | 302 | $0 | $0 | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 302 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 302 | - | - | - |
| CHOATE ROSEMARY HALL ACCIDENTAL DEATH & DISMEMBERMENT | - | 294 | - | - | - |
| 2004 | 4 | 292 | $0 | $0 | - |
| Choate Rosemary Hall Life Insurance Plan | - | 292 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 286 | - | - | - |
| 2003 | 4 | 288 | $0 | $0 | - |
| Choate Rosemary Hall Life Insurance Plan | - | 288 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 263 | - | - | - |
| 2002 | 4 | 297 | $0 | $0 | - |
| Choate Rosemary Hall Life Insurance Plan | - | 297 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 272 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| 2001 | 4 | 297 | $0 | $0 | - |
| Choate Rosemary Hall Life Insurance Plan | - | 297 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Tiaa Group Long Term Disability Plan | - | 260 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| 2000 | 4 | 278 | $0 | $0 | - |
| Tiaa Group Long Term Disability Plan | - | 252 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 278 | - | - | - |
| 1999 | 4 | 282 | $0 | $0 | - |
| Tiaa Group Long Term Disability Plan | - | 261 | - | - | - |
| Choate Rosemary Hall Tax Deferred Supplemental Retirement Plan | - | 0 | - | - | - |
| Choate Rosemary Hall Life Insurance Plan | - | 282 | - | - | - |
| Choate Rosemary Hall Foundation Tiaa-Cref Pension Plan | - | 0 | - | - | - |