California Lutheran University Employee Retirement Plan — Form 5500 plan (California Lutheran 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, California Lutheran University Employee Retirement Plan is a benefit plan reported by California Lutheran University under EIN 95-2962604 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,358 participants and $152,717,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Lutheran University
EIN
95-2962604
Plan number
001
Plan type
2
Location
Thousand Oaks, CA
Latest filing year
2023
Participants
1,358
End-of-year plan assets
$152,717,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,358H, C20241003140955NAL0020742898001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$152,717,130
Total liabilities (EOY)
$0
Net assets (EOY)
$152,717,130
Net assets (BOY)
$135,892,924

Income & contributions

Employer contributions
$3,711,531
Participant contributions
$2,745,695
Total contributions
$6,873,935
Total income / additions
$27,594,610

Expenses & distributions

Benefits paid
$10,581,946
Administrative expenses
$188,458
Total expenses
$10,770,404
Net increase / (decrease)
$16,824,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$109,783$02023
Moss Adams, LlpNONE$56,175not reported in the loaded dataset2023
Nfp Retirement Inc.NONE$22,500not reported in the loaded dataset2023

Related Form 5500 pages