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, California Lutheran University Employee Retirement Plan is a benefit plan reported by California Lutheran University under EIN 95-2962604 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,358 participants and $152,717,130 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,717,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,717,130
- Net assets (BOY)
- $135,892,924
Income & contributions
- Employer contributions
- $3,711,531
- Participant contributions
- $2,745,695
- Total contributions
- $6,873,935
- Total income / additions
- $27,594,610
Expenses & distributions
- Benefits paid
- $10,581,946
- Administrative expenses
- $188,458
- Total expenses
- $10,770,404
- Net increase / (decrease)
- $16,824,206