2023 Form 5500 filing — Linfield University Defined Contribtuion 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 20241015125509NAL0014667699001) for Linfield University Defined Contribtuion Retirement Plan, reported by Linfield University under EIN 93-0391586 and plan number 001. It reports 928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$126.9MReported net assets$126,890,311
Participants928
Provider compensation$63.8K1 Schedule C row(s)$63,753
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015125509NAL0014667699001
- Plan sponsor
- Linfield University
- EIN
- 93-0391586
- Plan number
- 001
- Location
- Mcminnville, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$126.9M total assets
Net assets$126.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $126,890,311
- Net assets (EOY)
- $126,890,311
- Employer contributions
- $639,681
- Participant contributions
- $1,714,141
- Total income / additions
- $19,352,841
- Benefits paid
- $10,029,509
- Administrative expenses
- $97,069
- Total expenses
- $10,126,578
- Net increase / (decrease)
- $9,226,263
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $63,753 | $0 |