2023 Form 5500 filing — Southern California University Of Health Sciences Money Purchase Pension 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 20241011181257NAL0023395057001) for Southern California University Of Health Sciences Money Purchase Pension Plan, reported by So Calif University Of Health Sciences under EIN 95-0948050 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011181257NAL0023395057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- So Calif University Of Health Sciences
- EIN
- 95-0948050
- Plan number
- 001
- Location
- Whittier, CA
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,356,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,356,277
- Employer contributions
- $763,631
- Participant contributions
- $0
- Total income / additions
- $2,660,627
- Benefits paid
- $1,063,439
- Administrative expenses
- $555
- Total expenses
- $1,063,994
- Net increase / (decrease)
- $1,596,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | NONE | $555 | $0 |