Gonzaga University 403b Retirement Plan — Form 5500 plan (Gonzaga University)

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, Gonzaga University 403b Retirement Plan is a benefit plan reported by Gonzaga University under EIN 91-0236600 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,155 participants and $479,398,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gonzaga University
EIN
91-0236600
Plan number
001
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
3,155
End-of-year plan assets
$479,398,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,155H, C20240730183031NAL0012160339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$479,398,419
Total liabilities (EOY)
$0
Net assets (EOY)
$479,398,419
Net assets (BOY)
$416,504,982

Income & contributions

Employer contributions
$8,735,795
Participant contributions
$11,506,278
Total contributions
$25,620,381
Total income / additions
$86,313,243

Expenses & distributions

Benefits paid
$23,144,875
Administrative expenses
$274,931
Total expenses
$23,419,806
Net increase / (decrease)
$62,893,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$191,738$02023
Cap Financial Partners, LLCNONE$64,607not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$17,010not reported in the loaded dataset2023

Related Form 5500 pages