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Companies

companyPoint Loma Nazarene University
$155.5Mreported plan assets
EIN: 95-1644035Location: CAPlans: 2Participants: 2,294Latest: 2023
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Plans

planPoint Loma Nazarene University Retirement PlanFinancial statementProvider compensation2023 filing
$153.1Mreported assets (EOY)
Sponsor: Point Loma Nazarene UniversityEIN: 95-1644035Plan: 001Participants: 1,857Assets: $153,120,386Net assets: $153.1MAssets / participant: $82.5KLocation: San Diego, CALatest: 2023
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planEmeriti Retiree Health Plan For Point Loma Nazarene UniversityFinancial statementProvider compensation2023 filing
$2.4Mreported assets (EOY)
Sponsor: Point Loma Nazarene UniversityEIN: 95-1644035Plan: 502Participants: 437Assets: $2,396,391Net assets: $2.4MAssets / participant: $5.5KLocation: San Diego, CALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Point Loma Nazarene University Retirement Plan
Sponsor: Point Loma Nazarene UniversityEIN: 95-1644035Plan: 001Ack ID: 20240913144125NAL0006049811001
filing2023 Form 5500 — The Health And Welfare Plan For The Employees Of Point Loma Nazarene
Sponsor: Point Loma Nazarene UniversityEIN: 95-1644035Plan: 501Ack ID: 20240916145225NAL0004197714001
filing2023 Form 5500 — Emeriti Retiree Health Plan For Point Loma Nazarene University
Sponsor: Point Loma Nazarene UniversityEIN: 95-1644035Plan: 502Ack ID: 20240926155205NAL0000890913001