University Of The Pacific Defined Contribution Plan — Form 5500 plan (University Of The Pacific)

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 The Pacific Defined Contribution Plan is a benefit plan reported by University Of The Pacific under EIN 94-1156266 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,873 participants and $811,524,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of The Pacific
EIN
94-1156266
Plan number
001
Plan type
2
Location
Stockton, CA
Latest filing year
2023
Participants
4,873
End-of-year plan assets
$811,524,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,873H, C20241029171727NAL0004616705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$811,524,279
Total liabilities (EOY)
$0
Net assets (EOY)
$811,524,279
Net assets (BOY)
$716,600,237

Income & contributions

Employer contributions
$15,169,507
Participant contributions
$13,991,272
Total contributions
$31,005,947
Total income / additions
$131,880,602

Expenses & distributions

Benefits paid
$36,690,618
Administrative expenses
$147,726
Total expenses
$36,956,560
Net increase / (decrease)
$94,924,042

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersNONE$55,000not reported in the loaded dataset2023
Kutak Rock LlpNONE$46,367not reported in the loaded dataset2023
TiaaNONE$46,152$02023

Related Form 5500 pages