Pepperdine University Retirement Plan — Form 5500 plan (Pepperdine 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, Pepperdine University Retirement Plan is a benefit plan reported by Pepperdine University under EIN 95-1644037 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,552 participants and $575,998,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pepperdine University
- EIN
- 95-1644037
- Plan number
- 001
- Plan type
- 2
- Location
- Malibu, CA
- Latest filing year
- 2023
- Participants
- 3,552
- End-of-year plan assets
- $575,998,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,552 | H, C | 20240815100415NAL0007148195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $575,998,516
- Net assets (EOY)
- $575,998,516
- Net assets (BOY)
- $509,205,381
Income & contributions
- Employer contributions
- $12,686,219
- Participant contributions
- $13,861,711
- Total contributions
- $27,060,732
- Total income / additions
- $109,100,676
Expenses & distributions
- Benefits paid
- $41,924,299
- Administrative expenses
- $347,199
- Total expenses
- $42,307,541
- Net increase / (decrease)
- $66,793,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $252,821 | $0 | 2023 |
| Manchester Financial Inc. | SECURITIES BROKER | $30,936 | not reported in the loaded dataset | 2023 |
| Cerity Paertners, LLC | SECURITIES BROKER | $15,236 | not reported in the loaded dataset | 2023 |
| Cedarstone Adivsors, Inc. | SECURITIES BROKER | $13,124 | not reported in the loaded dataset | 2023 |
| Integrity Financial Corporation | SECURITIES BROKER | $11,679 | not reported in the loaded dataset | 2023 |
| Summit Global Investments, LLC | SECURITIES BROKER | $8,888 | not reported in the loaded dataset | 2023 |
| Sherwood Financial | SECURITIES BROKER | $5,641 | not reported in the loaded dataset | 2023 |
| Burton Enright Welch | SECURITIES BROKER | $5,205 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $3,669 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pepperdine University
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Malibu, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Manchester Financial Inc. — Schedule C compensation
- Cerity Paertners, LLC — Schedule C compensation
- Cedarstone Adivsors, Inc. — Schedule C compensation
- Integrity Financial Corporation — Schedule C compensation
- Summit Global Investments, LLC — Schedule C compensation
- Sherwood Financial — Schedule C compensation
- Burton Enright Welch — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation