2023 Form 5500 filing — University Of Portland Defined Contribution And Tax Deferred Annuity
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 20250219125005NAL0003459203001) for University Of Portland Defined Contribution And Tax Deferred Annuity, reported by University Of Portland under EIN 93-0401259 and plan number 001. It reports 1,571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250219125005NAL0003459203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Portland
- EIN
- 93-0401259
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,478,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,478,855
- Employer contributions
- $2,301,805
- Participant contributions
- $4,091,750
- Total income / additions
- $43,190,163
- Benefits paid
- $18,838,445
- Administrative expenses
- $150,776
- Total expenses
- $18,989,221
- Net increase / (decrease)
- $24,200,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $91,762 | $0 |
| Multnomah Group, Inc. | ADVISOR | $29,861 | not reported in the loaded dataset |
| Moss Adams | AUDITOR | $18,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $5,288 | not reported in the loaded dataset |