Western Seminary 403(B) Plan — Form 5500 plan (Western Seminary)
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, Western Seminary 403(B) Plan is a benefit plan reported by Western Seminary under EIN 93-0429022 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,274,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Seminary
- EIN
- 93-0429022
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $5,274,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241008161607NAL0029205344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,274,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,274,383
- Net assets (BOY)
- $4,324,343
Income & contributions
- Employer contributions
- $93,514
- Participant contributions
- $387,601
- Total contributions
- $494,556
- Total income / additions
- $1,086,561
Expenses & distributions
- Benefits paid
- $110,025
- Administrative expenses
- $26,496
- Total expenses
- $136,521
- Net increase / (decrease)
- $950,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $10,026 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc. | NONE | $6,270 | not reported in the loaded dataset | 2023 |
| Coulter & Justus | NONE | $5,800 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $2,147 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Seminary
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Two West Capital Advisors — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Coulter & Justus — Schedule C compensation
- Tiaa — Schedule C compensation