University Of La Verne 403(B) Retirement Savings Plan — Form 5500 plan (University Of La Verne)
Plain-English plan 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, University Of La Verne 403(B) Retirement Savings Plan is a benefit plan reported by University Of La Verne under EIN 95-1644026 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,878 participants and $242,556,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of La Verne
- EIN
- 95-1644026
- Plan number
- 001
- Plan type
- 2
- Location
- La Verne, CA
- Latest filing year
- 2023
- Participants
- 5,878
- End-of-year plan assets
- $242,556,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,878 | H, C | 20241015155520NAL0015021251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,556,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $242,556,648
- Net assets (BOY)
- $212,804,331
Income & contributions
- Employer contributions
- $4,308,167
- Participant contributions
- $4,546,733
- Total contributions
- $9,297,284
- Total income / additions
- $42,832,652
Expenses & distributions
- Benefits paid
- $12,884,396
- Administrative expenses
- $148,207
- Total expenses
- $13,080,335
- Net increase / (decrease)
- $29,752,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co., LLC | NONE | $71,099 | $0 | 2023 |
| Sageview Advisory Group | NONE | $35,053 | not reported in the loaded dataset | 2023 |
| Moss Adams | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $15,294 | $0 | 2023 |
| Nixon Peabody Llp | NONE | $5,761 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of La Verne
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Verne, CA
- Fidelity Inv. Inst. Ops. Co., LLC — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Moss Adams — Schedule C compensation
- Tiaa — Schedule C compensation
- Nixon Peabody Llp — Schedule C compensation