Bastyr University 403(B) Dc Plan — Form 5500 plan (Bastyr 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, Bastyr University 403(B) Dc Plan is a benefit plan reported by Bastyr University under EIN 91-1036794 and plan number 001. The latest loaded filing year is 2023. The filing reports 782 participants and $44,290,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bastyr University
- EIN
- 91-1036794
- Plan number
- 001
- Plan type
- 2
- Location
- Kenmore, WA
- Latest filing year
- 2023
- Participants
- 782
- End-of-year plan assets
- $44,290,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 782 | H, C | 20241012010706NAL0023876465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,290,427
- Net assets (EOY)
- $44,290,427
- Net assets (BOY)
- $39,663,932
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,133,771
- Total contributions
- $1,515,200
- Total income / additions
- $7,668,438
Expenses & distributions
- Benefits paid
- $2,970,433
- Administrative expenses
- $59,840
- Total expenses
- $3,030,273
- Net increase / (decrease)
- $4,638,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | N/A | $40,340 | $0 | 2023 |
| Multnomah Group, Inc. | N/A | $19,500 | not reported in the loaded dataset | 2023 |