# Point Loma Nazarene University Health & Welfare Plan
Source: https://planprovider.pro/companies/point-loma-nazarene-university-951644035-502

> Point Loma Nazarene University's Health & Welfare plan: 348 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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