2023 Form 5500 filing — Pacific Northwest University Of Health Sciences 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 20250324125036NAL0006905011001) for Pacific Northwest University Of Health Sciences 403(B) Retirement Plan, reported by Pacific Northwest University Of Health Sciences under EIN 06-1744054 and plan number 004. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324125036NAL0006905011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Northwest University Of Health Sciences
- EIN
- 06-1744054
- Plan number
- 004
- Location
- Yakima, WA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,676,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,676,643
- Employer contributions
- $1,616,777
- Participant contributions
- $1,909,237
- Total income / additions
- $8,198,424
- Benefits paid
- $2,497,292
- Administrative expenses
- $105,577
- Total expenses
- $2,602,869
- Net increase / (decrease)
- $5,595,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,326 | $0 |
| Osaic Wealth | INVESTMENT ADVISORY | $0 | $53,405 |
| Alegria Asset Management | CONTRACT ADMINISTRATOR | $2,250 | $11,962 |