How many benefit plans does The University Of Puget Sound report on Form 5500?

The University Of Puget Sound (EIN 91-0564961) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The University Of Puget Sound?

The Employer Identification Number (EIN) reported for The University Of Puget Sound is 91-0564961.

What is the latest Form 5500 filing year for The University Of Puget Sound?

The latest loaded Form 5500 filing year for The University Of Puget Sound is 2023.

The University Of Puget Sound — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The University Of Puget Sound (EIN 91-0564961) is a plan sponsor located in Tacoma, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 91-0564961
Location: Tacoma, WA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $335,742,078
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $335,742,078

Contributions & income

Employer contributions: $2,538,097
Participant contributions: $3,684,340
Total income / additions: $45,788,089

Expenses & distributions

Benefits paid / distributions: $21,996,524
Total expenses: $22,295,882
Net increase / (decrease): $23,492,207

Coverage

Total reported participants: 3,361
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

The University Of Puget Sound plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
University Of Puget Sound Retirement Savings Plan	001	2,215	$335,742,078	2023
University Of Puget Sound Flexible Benefit Plan	507	651	not reported in the loaded dataset	2023
Total Disability Insurance Plan	504	495	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The University Of Puget Sound
Year	Plan	Participants	Schedules	Filing
2023	Total Disability Insurance Plan	495	—	20240827105519NAL0010776465001
2023	University Of Puget Sound Flexible Benefit Plan	651	—	20240827110200NAL0005077379001
2023	University Of Puget Sound Retirement Savings Plan	2,215	H, C	20250129153839NAL0016306001001