2023 Form 5500 filing — Pepperdine University Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815100415NAL0007148195001) for Pepperdine University Retirement Plan, reported by Pepperdine University under EIN 95-1644037 and plan number 001. It reports 3,552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815100415NAL0007148195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepperdine University
- EIN
- 95-1644037
- Plan number
- 001
- Location
- Malibu, CA
- Participants
- 3,552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $575,998,516
- Net assets (EOY)
- $575,998,516
- Employer contributions
- $12,686,219
- Participant contributions
- $13,861,711
- Total income / additions
- $109,100,676
- Benefits paid
- $41,924,299
- Administrative expenses
- $347,199
- Total expenses
- $42,307,541
- Net increase / (decrease)
- $66,793,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $252,821 | $0 |
| Manchester Financial Inc. | SECURITIES BROKER | $30,936 | not reported in the loaded dataset |
| Cerity Paertners, LLC | SECURITIES BROKER | $15,236 | not reported in the loaded dataset |
| Cedarstone Adivsors, Inc. | SECURITIES BROKER | $13,124 | not reported in the loaded dataset |
| Integrity Financial Corporation | SECURITIES BROKER | $11,679 | not reported in the loaded dataset |
| Summit Global Investments, LLC | SECURITIES BROKER | $8,888 | not reported in the loaded dataset |
| Sherwood Financial | SECURITIES BROKER | $5,641 | not reported in the loaded dataset |
| Burton Enright Welch | SECURITIES BROKER | $5,205 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $3,669 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |