2023 Form 5500 filing — Multnomah 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 20250410145715NAL0013211091001) for Multnomah University 403(B) Retirement Plan, reported by Multnomah University under EIN 93-0398802 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410145715NAL0013211091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Multnomah University
- EIN
- 93-0398802
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,964,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,964,608
- Employer contributions
- $25,297
- Participant contributions
- $212,447
- Total income / additions
- $1,029,314
- Benefits paid
- $5,648,318
- Administrative expenses
- $23,022
- Total expenses
- $5,671,340
- Net increase / (decrease)
- -$4,642,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | NONE | $6,121 | not reported in the loaded dataset |
| Pentegra Services, Inc. | NONE | $5,747 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance & Annuity | NONE | $3,866 | $0 |