Skookum 401(K) Retirement Plan — Form 5500 plan (Skookum Educational Programs)

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, Skookum 401(K) Retirement Plan is a benefit plan reported by Skookum Educational Programs under EIN 91-1434778 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,644 participants and $44,596,781 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Skookum Educational Programs
EIN
91-1434778
Plan number
001
Plan type
2
Location
Bremerton, WA
Latest filing year
2023
Participants
1,644
End-of-year plan assets
$44,596,781

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,644H, C20240913200718NAL0012188865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,596,781
Total liabilities (EOY)
$0
Net assets (EOY)
$44,596,781
Net assets (BOY)
$37,637,116

Income & contributions

Employer contributions
$4,857,935
Participant contributions
$1,952,675
Total contributions
$7,057,806
Total income / additions
$12,943,874

Expenses & distributions

Benefits paid
$5,741,911
Administrative expenses
$242,298
Total expenses
$5,984,209
Net increase / (decrease)
$6,959,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$184,429$5,0742023
Alera Investment Advisors, LLCNONE$57,862not reported in the loaded dataset2023
RelianceNONE$0$5,4312023

Related Form 5500 pages