Plan5500

Samuel Merritt University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Samuel Merritt University (EIN 94-2992642) is a plan sponsor located in Oakland, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2992642
Location
Oakland, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Samuel Merritt University

  • 2 loaded plans hold $90.1M in reported assets.
  • The largest, Samuel Merritt University 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,151 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$90.1MSummed across loaded plans$90,084,916
Total reported assets$90.1M$90,084,916
Total reported participants1.2K1,151
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$90.1M total assets
Net assets$90.1MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$4M
Total income / additions$22.3M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.3M
Net increase / (decrease)$15M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Samuel Merritt University 403(B) Plan
Participants per plan576Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Samuel Merritt University 403(B) Plan$90.1M
    Plan #001 · 798 participants · 2023
  2. 2
    Samuel Merritt University Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 353 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Samuel Merritt University. Open one for its full reported snapshot.

  1. 2023
    Samuel Merritt University Welfare Benefits Plan353 participants · 2No schedules
    View filing →
  2. 2023
    Samuel Merritt University 403(B) Plan798 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Samuel Merritt University report on Form 5500?
Samuel Merritt University (EIN 94-2992642) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Samuel Merritt University?
The Employer Identification Number (EIN) reported for Samuel Merritt University is 94-2992642.
What is the latest Form 5500 filing year for Samuel Merritt University?
The latest loaded Form 5500 filing year for Samuel Merritt University is 2023.

Related Form 5500 pages