Point Loma Nazarene 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, Point Loma Nazarene University (EIN 95-1644035) is a plan sponsor located in San Diego, CA with 3 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
95-1644035
Location
San Diego, CA
Loaded plans
3
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 Point Loma Nazarene University

  • 3 loaded plans hold $155.5M in reported assets.
  • The largest, Point Loma Nazarene University Retirement Plan, holds 98% of this company's reported plan assets.
  • Plans cover 2,896 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$155.5MSummed across loaded plans$155,516,777
Total reported assets$155.5M$155,516,777
Total reported participants2.9K2,896
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$155.5M total assets
Net assets$155.5MLiabilities$0
Contributions & income
Employer contributions$3.1M
Participant contributions$3.6M
Total income / additions$29.1M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.5M
Net increase / (decrease)$22.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets98%Point Loma Nazarene University Retirement Plan
Participants per plan965Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 1,857 participants · 2023
  2. 2
    Plan #502 · 437 participants · 2023
  3. 3
    Plan #501 · 602 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Point Loma Nazarene University. Open one for its full reported snapshot.

  1. 2023
    Point Loma Nazarene University Retirement Plan1,857 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Health And Welfare Plan For The Employees Of Point Loma Nazarene602 participants · 2No schedules
    View filing →
  3. 2023
    Emeriti Retiree Health Plan For Point Loma Nazarene University437 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Point Loma Nazarene University report on Form 5500?
Point Loma Nazarene University (EIN 95-1644035) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Point Loma Nazarene University?
The Employer Identification Number (EIN) reported for Point Loma Nazarene University is 95-1644035.
What is the latest Form 5500 filing year for Point Loma Nazarene University?
The latest loaded Form 5500 filing year for Point Loma Nazarene University is 2023.

Related Form 5500 pages