2023 Form 5500 filing — Bastyr University 403(B) Dc Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012010706NAL0023876465001) for Bastyr University 403(B) Dc Plan, reported by Bastyr University under EIN 91-1036794 and plan number 001. It reports 782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012010706NAL0023876465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bastyr University
- EIN
- 91-1036794
- Plan number
- 001
- Location
- Kenmore, WA
- Participants
- 782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,290,427
- Net assets (EOY)
- $44,290,427
- Employer contributions
- $0
- Participant contributions
- $1,133,771
- Total income / additions
- $7,668,438
- Benefits paid
- $2,970,433
- Administrative expenses
- $59,840
- Total expenses
- $3,030,273
- Net increase / (decrease)
- $4,638,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | N/A | $40,340 | $0 |
| Multnomah Group, Inc. | N/A | $19,500 | not reported in the loaded dataset |