2023 Form 5500 filing — Retiree Health Plan For Pepperdine University
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 20240911111547NAL0012229584001) for Retiree Health Plan For Pepperdine University, reported by Pepperdine University under EIN 95-1644037 and plan number 503. It reports 1,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911111547NAL0012229584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepperdine University
- EIN
- 95-1644037
- Plan number
- 503
- Location
- Malibu, CA
- Participants
- 1,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,027,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,027,318
- Participant contributions
- $15,060
- Total income / additions
- $2,118,931
- Benefits paid
- $497,943
- Administrative expenses
- $110,496
- Total expenses
- $608,439
- Net increase / (decrease)
- $1,510,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas | THIRD PARTY ADMINISTRATO | $110,496 | not reported in the loaded dataset |