2023 Form 5500 filing — Pension Plan For Employees Of Woodbury 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 20241212214715NAL0014975633001) for Pension Plan For Employees Of Woodbury University, reported by Woodbury University under EIN 95-2786163 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212214715NAL0014975633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodbury University
- EIN
- 95-2786163
- Plan number
- 001
- Location
- Burbank, CA
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,754,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,754,778
- Employer contributions
- $149,409
- Total income / additions
- $3,033,479
- Benefits paid
- $1,436,979
- Administrative expenses
- $109,817
- Total expenses
- $1,546,796
- Net increase / (decrease)
- $1,486,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,817 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $32,099 |