University Of La Verne — 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, University Of La Verne (EIN 95-1644026) is a plan sponsor located in La Verne, 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
95-1644026
Location
La Verne, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$242,556,648
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$242,556,648

Contributions & income

Employer contributions
$4,308,167
Participant contributions
$4,546,733
Total income / additions
$42,832,652

Expenses & distributions

Benefits paid / distributions
$12,884,396
Total expenses
$13,080,335
Net increase / (decrease)
$29,752,317

Coverage

Total reported participants
6,501
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

University Of La Verne plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
University Of La Verne 403(B) Retirement Savings Plan0015,878$242,556,6482023
University Of La Verne Employee Benefit Plan502623not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for University Of La Verne
YearPlanParticipantsSchedulesFiling
2023University Of La Verne 403(B) Retirement Savings Plan5,878H, C20241015155520NAL0015021251001
2023University Of La Verne Employee Benefit Plan62320250122165219NAL0008118224001

Related Form 5500 pages