Seattle University Employees Retirement Plan — Form 5500 plan (Seattle 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, Seattle University Employees Retirement Plan is a benefit plan reported by Seattle University under EIN 91-0565006 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,739 participants and $434,094,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seattle University
EIN
91-0565006
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
3,739
End-of-year plan assets
$434,094,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,739H, C20241001112959NAL0006996849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$434,094,716
Total liabilities (EOY)
$0
Net assets (EOY)
$434,094,716
Net assets (BOY)
$378,548,979

Income & contributions

Employer contributions
$10,354,289
Participant contributions
$10,197,013
Total contributions
$23,330,575
Total income / additions
$85,845,263

Expenses & distributions

Benefits paid
$30,073,469
Administrative expenses
$223,041
Total expenses
$30,299,526
Net increase / (decrease)
$55,545,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Instl Ops CoRECORDKEEPER$223,041$02023

Related Form 5500 pages