# Pepperdine University Health & Welfare Plan
Source: https://planprovider.pro/companies/pepperdine-university-951644037-503

> Pepperdine University's Health & Welfare plan: 832 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pepperdine University

- **Sponsor EIN:** 951644037

- **Sponsor Address:** 24255 PACIFIC COAST HIGHWAY, MALIBU, CA, 90263

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 832

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|832|$16.9M|$1,525|$15,610|

| 2023|829|$16.0M|$0|$15,060|

| 2022|869|$14.5M|$0|$12,604|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BPAS|Recordkeeper|$119,206|—|$119,206|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BPAS](https://planprovider.pro/provider/bpas) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,206

- **Estimated Expense Ratio:** 0.706% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$119,206|—|—|—|—|

| 2023|$110,496|—|—|—|—|

| 2022|$86,535|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pepperdine-university-951644037-503)

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