Pacific Northwest University Of Health Sciences 403(B) Retirement Plan — Form 5500 plan (Pacific Northwest University Of Health Sciences)
Plain-English plan 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, Pacific Northwest University Of Health Sciences 403(B) Retirement Plan is a benefit plan reported by Pacific Northwest University Of Health Sciences under EIN 06-1744054 and plan number 004. The latest loaded filing year is 2023. The filing reports 249 participants and $29,676,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Northwest University Of Health Sciences
- EIN
- 06-1744054
- Plan number
- 004
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $29,676,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20250324125036NAL0006905011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,676,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,676,643
- Net assets (BOY)
- $24,081,088
Income & contributions
- Employer contributions
- $1,616,777
- Participant contributions
- $1,909,237
- Total contributions
- $4,211,650
- Total income / additions
- $8,198,424
Expenses & distributions
- Benefits paid
- $2,497,292
- Administrative expenses
- $105,577
- Total expenses
- $2,602,869
- Net increase / (decrease)
- $5,595,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,326 | $0 | 2023 |
| Osaic Wealth | INVESTMENT ADVISORY | $0 | $53,405 | 2023 |
| Alegria Asset Management | CONTRACT ADMINISTRATOR | $2,250 | $11,962 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Northwest University Of Health Sciences
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Yakima, WA
- Principal Life Insurance Company — Schedule C compensation
- Osaic Wealth — Schedule C compensation
- Alegria Asset Management — Schedule C compensation