Plan Snapshot
- Plan Sponsor: Point Loma Nazarene University
- Sponsor EIN: 951644035
- Sponsor Address: 3900 LOMALAND DRIVE, SAN DIEGO, CA, 92106
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 348
- Total Assets: $2.6M
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 | 348 | $2.6M | $53,148 | $1,625 |
| 2023 | 339 | $2.4M | $103,943 | $2,412 |
| 2022 | 343 | $2.1M | $112,304 | $2,396 |
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 |
|---|---|---|---|---|
| EMERITI RETIREE HEALTH SOLUTIONS | Other Service Provider | $19,782 | — | $19,782 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,782
- Estimated Expense Ratio: 0.761% 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 | $19,782 | — | — | — | — |
| 2023 | $25,275 | — | $25,275 | — | — |
| 2022 | $25,153 | — | $25,153 | — | — |