University Place, WA Form 5500 retirement and benefit plan filings
City Form 5500 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, University Place, WA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $43,588,995 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $43,588,995
- Total reported liabilities (EOY)
- $8,993
- Total reported net assets (EOY)
- $43,580,002
Contributions & income
- Employer contributions
- $2,097,743
- Participant contributions
- $1,157,109
- Total income / additions
- $8,601,290
Expenses & distributions
- Benefits paid / distributions
- $3,499,916
- Total expenses
- $3,686,939
- Net increase / (decrease)
- $4,914,351
Coverage
- Total reported participants
- 904
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for University Place, WA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Cascade Eye & Skin Centers, P.C. Retirement Plan | Cascade Eye & Skin Centers, P.C. | $35,001,512 | 2023 |
| Cascade Eye & Skin Centers, P.C. Cash Balance Plan | Cascade Eye & Skin Centers, P.C. | $3,344,001 | 2023 |
| Crest Builders, Inc. 401(K) Profit Sharing Plan | Crest Builders, Inc. | $2,803,741 | 2023 |
| H & S Washington, Inc. Retirement Plan | H & S Washington, Inc. | $1,014,615 | 2023 |
| Grand Lodge Of Free And Accepted Masons Of Wa 401(K) Plan | Grand Lodge Of Free & Accepted Masons Of Wa | $857,087 | 2023 |
| Nichols Holdings Co 401(K) Plan | Nichols Holdings Co | $291,296 | 2023 |
| Empowered Legacy Consulting Inc. Retirement Plan | Empowered Legacy Consulting Inc. | $245,404 | 2023 |
| Custom Print Experts Inc. 401(K) Plan | Custom Print Experts Inc. | $31,339 | 2023 |
| Cascade Life Insurance Plan | Cascade Eye And Skin Centers, P.C. | not reported in the loaded dataset | 2023 |
Largest plans in University Place → · University Place plans by participants → · University Place plans with financial data → · University Place plans with provider compensation → · $1B+ plans in University Place →
Related Form 5500 pages
- All WA Form 5500 filings
- Cascade Eye & Skin Centers, P.C. Retirement Plan (plan 001)
- Cascade Eye & Skin Centers, P.C. — all reported plans
- Cascade Eye & Skin Centers, P.C. Cash Balance Plan (plan 002)
- Crest Builders, Inc. 401(K) Profit Sharing Plan (plan 001)
- Crest Builders, Inc. — all reported plans
- H & S Washington, Inc. Retirement Plan (plan 001)
- H & S Washington, Inc. — all reported plans
- Grand Lodge Of Free And Accepted Masons Of Wa 401(K) Plan (plan 002)
- Grand Lodge Of Free & Accepted Masons Of Wa — all reported plans
- Nichols Holdings Co 401(K) Plan (plan 001)
- Nichols Holdings Co — all reported plans
- Empowered Legacy Consulting Inc. Retirement Plan (plan 001)
- Empowered Legacy Consulting Inc. — all reported plans
- Custom Print Experts Inc. 401(K) Plan (plan 001)
- Custom Print Experts Inc. — all reported plans
- Cascade Life Insurance Plan (plan 501)
- Methodology
- Data sources