Lewis & Clark College Defined Contribution Retirement Plan And Tax Deferred Annuity Plan — Form 5500 plan (Lewis & Clark College)

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, Lewis & Clark College Defined Contribution Retirement Plan And Tax Deferred Annuity Plan is a benefit plan reported by Lewis & Clark College under EIN 93-0386858 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,667 participants and $316,078,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lewis & Clark College
EIN
93-0386858
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
1,667
End-of-year plan assets
$316,078,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,667H, C20250919071531NAL0002224449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$316,078,897
Net assets (EOY)
$316,078,897
Net assets (BOY)
$279,686,671

Income & contributions

Employer contributions
$4,419,500
Participant contributions
$4,441,715
Total contributions
$10,341,512
Total income / additions
$51,082,492

Expenses & distributions

Benefits paid
$14,542,783
Administrative expenses
$124,956
Total expenses
$14,690,266
Net increase / (decrease)
$36,392,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$64,931$02023
Multnomah Group IncNONE$47,150not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$14,450not reported in the loaded dataset2023

Related Form 5500 pages