Western University Of Health Sciences 403(B) Plan — Form 5500 plan (Western University Of Health Sciences)

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, Western University Of Health Sciences 403(B) Plan is a benefit plan reported by Western University Of Health Sciences under EIN 95-3127273 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,235 participants and $300,577,448 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western University Of Health Sciences
EIN
95-3127273
Plan number
001
Plan type
2
Location
Pomona, CA
Latest filing year
2023
Participants
2,235
End-of-year plan assets
$300,577,448

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,235H, C20241014145910NAL0052785570001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$300,577,448
Total liabilities (EOY)
$0
Net assets (EOY)
$300,577,448
Net assets (BOY)
$258,155,173

Income & contributions

Employer contributions
$7,874,529
Participant contributions
$9,489,571
Total contributions
$19,956,235
Total income / additions
$58,533,764

Expenses & distributions

Benefits paid
$15,982,104
Administrative expenses
$129,385
Total expenses
$16,111,489
Net increase / (decrease)
$42,422,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaSERVICE PROVIDER$127,354$02023
Mutual Of America Life Insurance CoSERVICE PROVIDER$891$02023

Related Form 5500 pages