Linfield University Defined Contribtuion Retirement Plan — Form 5500 plan (Linfield 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, Linfield University Defined Contribtuion Retirement Plan is a benefit plan reported by Linfield University under EIN 93-0391586 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $126,890,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Linfield University
- EIN
- 93-0391586
- Plan number
- 001
- Plan type
- 2
- Location
- Mcminnville, OR
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $126,890,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20241015125509NAL0014667699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,890,311
- Net assets (EOY)
- $126,890,311
- Net assets (BOY)
- $117,664,048
Income & contributions
- Employer contributions
- $639,681
- Participant contributions
- $1,714,141
- Total contributions
- $3,113,164
- Total income / additions
- $19,352,841
Expenses & distributions
- Benefits paid
- $10,029,509
- Administrative expenses
- $97,069
- Total expenses
- $10,126,578
- Net increase / (decrease)
- $9,226,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $63,753 | $0 | 2023 |