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PEPPERDINE UNIVERSITY

EIN 95-1644037-higher education-Latest filing 2025
Plans
4
Retirement
1
$633.5M assets
Welfare
3
$25.2M premiums
Participants
7,237
24255 PACIFIC COAST HWY - MALIBU, CA 902633999310-506-4397pepperdine.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
4 filings
#001403b-$633.5M - 3,569 part#501Fully Insured-$25.2M - 2,796 lives#503Self Funded-0 lives#510Self Funded-0 lives

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Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PEPPERDINE UNIVERSITY RETIREMENT PLAN

403b

Assets$633.5M
Participants3,569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEPPERDINE UNIVERSITY HEALTH & WELFARE PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$25.2M
Covered lives2,796
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

RETIREE HEALTH PLAN FOR PEPPERDINE UNIVERSITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE CAFETERIA, HEALTH CARE REIMBURSMENT AND DEPENDENT CARE PLANS AND THE PRE-TAX PREMIUM CAFETERIA PLAN OF PEPPERDINE UNIVERSITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEPPERDINE UNIVERSITY RETIREMENT PLAN403b$633.5M3,5692024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEPPERDINE UNIVERSITY HEALTH & WELFARE PLANFully InsuredAETNA HEALTH, INC.$25.2M2,7962024
503RETIREE HEALTH PLAN FOR PEPPERDINE UNIVERSITYSelf Funded-$002024
510THE CAFETERIA, HEALTH CARE REIMBURSMENT AND DEPENDENT CARE PLANS AND THE PRE-TAX PREMIUM CAFETERIA PLAN OF PEPPERDINE UNIVERSITYSelf Funded-$002025
Retirement plans
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