Original filing (PDF)20250408175740NAL0018478097001

NATIONAL UNIVERSITY OF NATURAL MEDICINE

Name: NATIONAL UNIVERSITY OF NATURAL MEDICINE — NATIONAL UNIVERSITY OF NATURAL MEDICINE RETIREMENT PLAN, Form 5500 (2023)
Creator: NATIONAL UNIVERSITY OF NATURAL MEDICINE

Form 5500

FILING_RECEIVED

NATIONAL UNIVERSITY OF NATURAL MEDICINE RETIREMENT PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

162

Accounts w/ balance

454

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL UNIVERSITY OF NATURAL MEDICINE.

Plan sponsor

Name

NATIONAL UNIVERSITY OF NATURAL MEDICINE

EIN

93-0461940

Address

049 SW PORTER · PORTLAND, OR · 972014848

Phone

(503) 499-4343

Industry

Educational Servicessee all

Plan administrator

Name

ANTHONY SABIA

EIN

93-0461940

City

PORTLAND, OR

Phone

(503) 552-2007

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

HOFFMAN, STEWART, & SCHMIDT, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $282K(2% of reported assets)

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.