Jackie BELZ signed Seattle Pacific University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seattle Pacific University's EIN is 91-0565553.
Download the official 2023 Form 5500 (PDF) for Seattle Pacific University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Seattle Pacific University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Value * Various 403(b) annuity contracts and custodial accounts | Other securities | — | — | $76.2M | 99.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $992K | 1.3% | |
| Participant loans Interest rates from 4.25% - 6.50% -0- | Bonds / Notes | — | — | $35K | <0.1% |
