University Place, WA Form 5500 retirement and benefit plan filings

City Form 5500 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, University Place, WA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $43,588,995 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$43,588,995
Total reported liabilities (EOY)
$8,993
Total reported net assets (EOY)
$43,580,002

Contributions & income

Employer contributions
$2,097,743
Participant contributions
$1,157,109
Total income / additions
$8,601,290

Expenses & distributions

Benefits paid / distributions
$3,499,916
Total expenses
$3,686,939
Net increase / (decrease)
$4,914,351

Coverage

Total reported participants
904
Plans with financial statements
8
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for University Place, WA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in University Place, WA
PlanSponsorReported assets (EOY)Year
Cascade Eye & Skin Centers, P.C. Retirement PlanCascade Eye & Skin Centers, P.C.$35,001,5122023
Cascade Eye & Skin Centers, P.C. Cash Balance PlanCascade Eye & Skin Centers, P.C.$3,344,0012023
Crest Builders, Inc. 401(K) Profit Sharing PlanCrest Builders, Inc.$2,803,7412023
H & S Washington, Inc. Retirement PlanH & S Washington, Inc.$1,014,6152023
Grand Lodge Of Free And Accepted Masons Of Wa 401(K) PlanGrand Lodge Of Free & Accepted Masons Of Wa$857,0872023
Nichols Holdings Co 401(K) PlanNichols Holdings Co$291,2962023
Empowered Legacy Consulting Inc. Retirement PlanEmpowered Legacy Consulting Inc.$245,4042023
Custom Print Experts Inc. 401(K) PlanCustom Print Experts Inc.$31,3392023
Cascade Life Insurance PlanCascade Eye And Skin Centers, P.C.not reported in the loaded dataset2023

Related Form 5500 pages