Pension Plan For Employees Of Woodbury University — Form 5500 plan (Woodbury 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, Pension Plan For Employees Of Woodbury University is a benefit plan reported by Woodbury University under EIN 95-2786163 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $17,754,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodbury University
- EIN
- 95-2786163
- Plan number
- 001
- Plan type
- 2
- Location
- Burbank, CA
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $17,754,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241212214715NAL0014975633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,754,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,754,778
- Net assets (BOY)
- $16,268,095
Income & contributions
- Employer contributions
- $149,409
- Total contributions
- $149,409
- Total income / additions
- $3,033,479
Expenses & distributions
- Benefits paid
- $1,436,979
- Administrative expenses
- $109,817
- Total expenses
- $1,546,796
- Net increase / (decrease)
- $1,486,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,817 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $32,099 | 2023 |