Multnomah University 403(B) Retirement Plan — Form 5500 plan (Multnomah 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, Multnomah University 403(B) Retirement Plan is a benefit plan reported by Multnomah University under EIN 93-0398802 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $3,964,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Multnomah University
- EIN
- 93-0398802
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $3,964,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20250410145715NAL0013211091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,964,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,964,608
- Net assets (BOY)
- $8,575,826
Income & contributions
- Employer contributions
- $25,297
- Participant contributions
- $212,447
- Total contributions
- $252,443
- Total income / additions
- $1,029,314
Expenses & distributions
- Benefits paid
- $5,648,318
- Administrative expenses
- $23,022
- Total expenses
- $5,671,340
- Net increase / (decrease)
- -$4,642,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $6,121 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc. | NONE | $5,747 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance & Annuity | NONE | $3,866 | $0 | 2023 |