University Of Portland Defined Contribution And Tax Deferred Annuity — Form 5500 plan (University Of Portland)
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 Portland Defined Contribution And Tax Deferred Annuity is a benefit plan reported by University Of Portland under EIN 93-0401259 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,571 participants and $247,478,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Portland
- EIN
- 93-0401259
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,571
- End-of-year plan assets
- $247,478,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,571 | H, C | 20250219125005NAL0003459203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $247,478,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,478,855
- Net assets (BOY)
- $223,277,913
Income & contributions
- Employer contributions
- $2,301,805
- Participant contributions
- $4,091,750
- Total contributions
- $8,313,713
- Total income / additions
- $43,190,163
Expenses & distributions
- Benefits paid
- $18,838,445
- Administrative expenses
- $150,776
- Total expenses
- $18,989,221
- Net increase / (decrease)
- $24,200,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $91,762 | $0 | 2023 |
| Multnomah Group, Inc. | ADVISOR | $29,861 | not reported in the loaded dataset | 2023 |
| Moss Adams | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $5,288 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Portland
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Tiaa — Schedule C compensation
- Multnomah Group, Inc. — Schedule C compensation
- Moss Adams — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation