2023 Form 5500 filing — University Of The Pacific Defined Contribution 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 20241029171727NAL0004616705001) for University Of The Pacific Defined Contribution Plan, reported by University Of The Pacific under EIN 94-1156266 and plan number 001. It reports 4,873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029171727NAL0004616705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of The Pacific
- EIN
- 94-1156266
- Plan number
- 001
- Location
- Stockton, CA
- Participants
- 4,873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $811,524,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $811,524,279
- Employer contributions
- $15,169,507
- Participant contributions
- $13,991,272
- Total income / additions
- $131,880,602
- Benefits paid
- $36,690,618
- Administrative expenses
- $147,726
- Total expenses
- $36,956,560
- Net increase / (decrease)
- $94,924,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | NONE | $55,000 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $46,367 | not reported in the loaded dataset |
| Tiaa | NONE | $46,152 | $0 |