Pacificsource Pension Plan — Form 5500 plan (Pacificsource)
Plain-English plan 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, Pacificsource Pension Plan is a benefit plan reported by Pacificsource under EIN 46-3939584 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $37,529,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacificsource
- EIN
- 46-3939584
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, OR
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $37,529,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H | 20241015160959NAL0015050227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,529,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,529,659
- Net assets (BOY)
- $34,434,207
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,972,257
Expenses & distributions
- Benefits paid
- $1,826,501
- Administrative expenses
- $50,304
- Total expenses
- $1,876,805
- Net increase / (decrease)
- $3,095,452
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.