Sponsor portfolioTH
PEPPERDINE UNIVERSITY
EIN 95-1644037higher educationLatest 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
Plan deep-dives
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
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
PEPPERDINE UNIVERSITY HEALTH & WELFARE PLAN
Fully Insured - AETNA HEALTH, INC.
Premiums$25.2M
Covered lives2,796
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Premium breakdownCarriersBrokersCoverage stats
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Welfare#503
RETIREE HEALTH PLAN FOR PEPPERDINE UNIVERSITY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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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
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEPPERDINE UNIVERSITY RETIREMENT PLAN | 403b | $633.5M | 3,569 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PEPPERDINE UNIVERSITY HEALTH & WELFARE PLAN | Fully Insured | AETNA HEALTH, INC. | $25.2M | 2,796 | 2024 | |
| 503 | RETIREE HEALTH PLAN FOR PEPPERDINE UNIVERSITY | Self Funded | - | $0 | 0 | 2024 | |
| 510 | THE CAFETERIA, HEALTH CARE REIMBURSMENT AND DEPENDENT CARE PLANS AND THE PRE-TAX PREMIUM CAFETERIA PLAN OF PEPPERDINE UNIVERSITY | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans