Anna Lortz signed Multnomah University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Multnomah University's EIN is 93-0398802.
Download the official 2023 Form 5500 (PDF) for Multnomah University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Multnomah University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE & ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, SC | NONE | $6K | — |
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.
| % of plan | |||
|---|---|---|---|
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 009 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $6K | — |
