2023 Form 5500 filing — Pacific University Section 403(B) 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 20241015181950NAL0017033571001) for Pacific University Section 403(B) Plan, reported by Pacific University under EIN 93-0386892 and plan number 001. It reports 2,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$216.7MReported net assets$216,701,650
Participants2.2K2,219
Provider compensation$155K1 Schedule C row(s)$154,962
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015181950NAL0017033571001
Plan sponsor
Pacific University
EIN
93-0386892
Plan number
001
Location
Forest Grove, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$216.7M total assets
Net assets$216.7MLiabilities$0
Money in vs. money out
Total income / additions$39.9M
Total expenses$10.3M
Benefits paid / distributions$10.1M
Contributions
Employer$4.7M
Participant$4.6M
Full reported line items
Total assets (EOY)
$216,701,650
Total liabilities (EOY)
$0
Net assets (EOY)
$216,701,650
Employer contributions
$4,668,180
Participant contributions
$4,609,921
Total income / additions
$39,918,055
Benefits paid
$10,106,583
Administrative expenses
$154,962
Total expenses
$10,267,759
Net increase / (decrease)
$29,650,296
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$155K
    NONE · Direct $155K · Indirect $0

Related Form 5500 pages