2023 Form 5500 filing — Pacific Lutheran University 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008112739NAL0016526001001) for Pacific Lutheran University 403(B) Retirement Plan, reported by Pacific Lutheran University under EIN 91-0565571 and plan number 001. It reports 1,593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112739NAL0016526001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Lutheran University
- EIN
- 91-0565571
- Plan number
- 001
- Location
- Tacoma, WA
- Participants
- 1,593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $233,582,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,582,745
- Employer contributions
- $3,401,893
- Participant contributions
- $2,649,456
- Total income / additions
- $39,474,559
- Benefits paid
- $17,526,216
- Administrative expenses
- $381,297
- Total expenses
- $17,907,513
- Net increase / (decrease)
- $21,567,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $150,004 | $0 |
| Multnomah Group, Inc | NONE | $31,912 | not reported in the loaded dataset |