2023 Form 5500 filing — Lewis & Clark College Defined Contribution Retirement Plan And Tax Deferred Annuity 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 20250919071531NAL0002224449001) for Lewis & Clark College Defined Contribution Retirement Plan And Tax Deferred Annuity Plan, reported by Lewis & Clark College under EIN 93-0386858 and plan number 001. It reports 1,667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250919071531NAL0002224449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis & Clark College
- EIN
- 93-0386858
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $316,078,897
- Net assets (EOY)
- $316,078,897
- Employer contributions
- $4,419,500
- Participant contributions
- $4,441,715
- Total income / additions
- $51,082,492
- Benefits paid
- $14,542,783
- Administrative expenses
- $124,956
- Total expenses
- $14,690,266
- Net increase / (decrease)
- $36,392,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $64,931 | $0 |
| Multnomah Group Inc | NONE | $47,150 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $14,450 | not reported in the loaded dataset |