How big is Pepperdine University's plan?

Pepperdine University's plan reported $16.9M in assets and 832 participants for 2024.

Original filing (PDF)20250905120054NAL0028816720001

Pepperdine University

Name: Pepperdine University — Retiree Health Plan for, Form 5500 (2024)
Creator: Pepperdine University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Retiree Health Plan for Pepperdine University

Health & welfare plan · Pepperdine University's Retiree Health Plan for Pepperdine University held $16.9M in plan assets for 832 participants in 2024.

Signals · 2

42% in single holdingNo recordkeeper disclosed

Active participants

832

Accounts w/ balance

—

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

People on this filing

Nicolle Taylor signed Pepperdine University's 2024 Form 5500 as plan administrator.

Nicolle Taylor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pepperdine University's EIN is 95-1644037.

EIN 95-1644037

Plan number 503

Plan year 2024

ACK ID 20250905120054NAL0028816720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pepperdine University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pepperdine University's plan includes health coverage, dental coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEPPERDINE UNIVERSITY.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

PEPPERDINE UNIVERSITY

EIN

all filings

Address

24255 PACIFIC COAST HIGHWAY · MALIBU, CA · 90263

Phone

(310) 506-4397

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

HOLTHOUSE CARLIN & VAN TRIGT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
BPAS	16-1616474	HOUSTON, TX	THIRD PARTY ADMINISTRATO	$119K	—

Investments

28 direct securities· $16.9M(100% of reported assets)

Other securities

$15.7M

14 holdings

Mutual Funds

$643K

8 holdings

Common Collective Trusts

$571K

6 holdings

					% of plan
T. Rowe Price Retirement 2020 Fund Asset Allocation Mutual Fund	Other securities	—	—	$7.0M	41.7%
T. Rowe Price Retirement 2025 Fund Asset Allocation Mutual Fund	Other securities	—	—	$3.4M	20.0%
T. Rowe Price Retirement 2030 Fund Asset Allocation Mutual Fund	Other securities	—	—	$2.8M	16.5%
T. Rowe Price Retirement 2035 Fund Asset Allocation Mutual Fund	Other securities	—	—	$1.6M	9.3%
T. Rowe Price Retirement 2040 Fund Asset Allocation Mutual Fund	Other securities	—	—	$657K	3.9%
Vanguard Federal Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$508K	3.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$422K	2.5%
T. Rowe Price Retirement 2045 Fund Asset Allocation Mutual Fund	Other securities	—	—	$119K	0.7%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$42K	0.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$41K	0.2%
BlackRock Equity Dividend Fund Mutual Fund	Other securities	—	—	$40K	0.2%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$39K	0.2%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$31K	0.2%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$31K	0.2%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$30K	0.2%
John Hancock Disciplined Value Fund Mutual Fund	Other securities	—	—	$28K	0.2%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$26K	0.2%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$23K	0.1%
T. Rowe Price Diversified Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$20K	0.1%
John Hancock Disciplined Value Mid-Cap Fund Mutual Fund	Other securities	—	—	$13K	<0.1%
PGIM Global Total Return Fund Mutual Fund	Other securities	—	—	$12K	<0.1%
Vanguard Primecap Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Vanguard Emerging Markets Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Investments Allspring Special Small Cap Value Fund Mutual Fund 855 American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
NYLI Mackay High Yield Corporate Bond Fund Mutual Fund	Other securities	—	—	$3K	<0.1%
T. Rowe Price Retirement 2005 Fund Asset Allocation Mutual Fund	Other securities	—	—	$3K	<0.1%
Lord Abbett Developing Growth Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
T. Rowe Price Integrated U.S. Small Cap Growth Equity I Fund Asset Allocation Mutual Fund	Other securities	—	—	$1K	<0.1%