Saint Martin'S University 403(B) Plan — Form 5500 plan (Saint Martins University)
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, Saint Martin'S University 403(B) Plan is a benefit plan reported by Saint Martins University under EIN 91-0564993 and plan number 002. The latest loaded filing year is 2023. The filing reports 751 participants and $32,267,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Martins University
- EIN
- 91-0564993
- Plan number
- 002
- Plan type
- 2
- Location
- Lacey, WA
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $32,267,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20250409162200NAL0011033603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,267,417
- Total liabilities (EOY)
- $416
- Net assets (EOY)
- $32,267,001
- Net assets (BOY)
- $29,054,390
Income & contributions
- Employer contributions
- $532,347
- Participant contributions
- $940,813
- Total contributions
- $1,501,990
- Total income / additions
- $5,343,873
Expenses & distributions
- Benefits paid
- $2,092,543
- Administrative expenses
- $38,719
- Total expenses
- $2,131,262
- Net increase / (decrease)
- $3,212,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl | NONE | $44,236 | $0 | 2023 |
| Nationwide | NONE | $34,950 | $6,617 | 2023 |
| Definiti, LLC | NONE | $2,250 | $0 | 2023 |