Civic Intelligence

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

33 Christian StWallingford, CT 06492-3601
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

$222,743,817$111,371,909$0200920172024YearValue
$222,743,817Latest year 2024

Participants Over Time

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

4022010199920122024YearValue
348Latest 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
20242348$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---
20232339$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---
20222326$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---
20212333$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---
20202327$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---
20192346$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---
20182339$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---
20172337$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---
20163348$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---
20153350$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---
20143368$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---
20133359$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---
20125357$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---
20116326$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---
20106402$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---
20096355$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---
20081210$0$0-
Choate Rosemary Hall Medical, Dental and Vision-210---
20076306$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---
20065302$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---
20055302$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---
20044292$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---
20034288$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---
20024297$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---
20014297$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---
20004278$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---
19994282$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---