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, Retiree Health Plan For Pepperdine University is a benefit plan reported by Pepperdine University under EIN 95-1644037 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,176 participants and $16,027,318 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,027,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,027,318
- Net assets (BOY)
- $14,516,826
Income & contributions
- Participant contributions
- $15,060
- Total contributions
- $15,060
- Total income / additions
- $2,118,931
Expenses & distributions
- Benefits paid
- $497,943
- Administrative expenses
- $110,496
- Total expenses
- $608,439
- Net increase / (decrease)
- $1,510,492