2023 Form 5500 filing — California Lutheran University Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003140955NAL0020742898001) for California Lutheran University Employee Retirement Plan, reported by California Lutheran University under EIN 95-2962604 and plan number 001. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003140955NAL0020742898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Lutheran University
- EIN
- 95-2962604
- Plan number
- 001
- Location
- Thousand Oaks, CA
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,717,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,717,130
- Employer contributions
- $3,711,531
- Participant contributions
- $2,745,695
- Total income / additions
- $27,594,610
- Benefits paid
- $10,581,946
- Administrative expenses
- $188,458
- Total expenses
- $10,770,404
- Net increase / (decrease)
- $16,824,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $109,783 | $0 |
| Moss Adams, Llp | NONE | $56,175 | not reported in the loaded dataset |
| Nfp Retirement Inc. | NONE | $22,500 | not reported in the loaded dataset |