National University Retirement Savings Plan — Form 5500 plan (National University)

Plain-English plan 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, National University Retirement Savings Plan is a benefit plan reported by National University under EIN 23-7172306 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,827 participants and $273,902,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National University
EIN
23-7172306
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
4,827
End-of-year plan assets
$273,902,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,827H, C20241013223427NAL0026338353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$273,902,849
Total liabilities (EOY)
$0
Net assets (EOY)
$273,902,849
Net assets (BOY)
$222,297,001

Income & contributions

Employer contributions
$10,242,376
Participant contributions
$15,328,472
Total contributions
$31,398,674
Total income / additions
$66,941,088

Expenses & distributions

Benefits paid
$15,087,934
Administrative expenses
$234,515
Total expenses
$15,335,240
Net increase / (decrease)
$51,605,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$195,305$02023
Multnomah Group, IncNONE$38,835not reported in the loaded dataset2023
Lincoln National CorporationNONE$375$02023

Related Form 5500 pages