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, University Of Puget Sound Retirement Savings Plan is a benefit plan reported by University Of Puget Sound under EIN 91-0564961 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,215 participants and $335,742,078 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $335,742,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,742,078
- Net assets (BOY)
- $312,249,871
Income & contributions
- Employer contributions
- $2,538,097
- Participant contributions
- $3,684,340
- Total contributions
- $7,430,845
- Total income / additions
- $45,788,089
Expenses & distributions
- Benefits paid
- $21,996,524
- Administrative expenses
- $299,358
- Total expenses
- $22,295,882
- Net increase / (decrease)
- $23,492,207