Southern California University Of Health Sciences Money Purchase Pension Plan — Form 5500 plan (So Calif University Of Health Sciences)
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, Southern California University Of Health Sciences Money Purchase Pension Plan is a benefit plan reported by So Calif University Of Health Sciences under EIN 95-0948050 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $13,356,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- So Calif University Of Health Sciences
- EIN
- 95-0948050
- Plan number
- 001
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $13,356,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20241011181257NAL0023395057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,356,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,356,277
- Net assets (BOY)
- $11,759,644
Income & contributions
- Employer contributions
- $763,631
- Participant contributions
- $0
- Total contributions
- $768,636
- Total income / additions
- $2,660,627
Expenses & distributions
- Benefits paid
- $1,063,439
- Administrative expenses
- $555
- Total expenses
- $1,063,994
- Net increase / (decrease)
- $1,596,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Cref | NONE | $555 | $0 | 2023 |