2023 Form 5500 filing — University Of Puget Sound Retirement Savings 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 20250129153839NAL0016306001001) for University Of Puget Sound Retirement Savings Plan, reported by University Of Puget Sound under EIN 91-0564961 and plan number 001. It reports 2,215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129153839NAL0016306001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Puget Sound
- EIN
- 91-0564961
- Plan number
- 001
- Location
- Tacoma, WA
- Participants
- 2,215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $335,742,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,742,078
- Employer contributions
- $2,538,097
- Participant contributions
- $3,684,340
- Total income / additions
- $45,788,089
- Benefits paid
- $21,996,524
- Administrative expenses
- $299,358
- Total expenses
- $22,295,882
- Net increase / (decrease)
- $23,492,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $193,088 | $0 |
| Multnomah Group | ADVISOR | $71,865 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $34,400 | not reported in the loaded dataset |