Form 5500 · Employee benefit plan · MALIBU, CA
PEPPERDINE UNIVERSITY
The filing calls this plan PEPPERDINE UNIVERSITY HEALTH & WELFARE PLAN.
Public Form 5500 records show how PEPPERDINE UNIVERSITY of MALIBU, CA, a education employer, structures its employee benefits. Its broker of record is AON CONSULTING - LOS ANGELES. Coverage is written through AETNA HEALTH, INC. and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1644037 · plan 501 · plan year 2024, filed Jul 30, 2025
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5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 15 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA HEALTH, INC., covers 1,156 people.
Reported premium across the insured contracts is $25,164,371, with $212,597 in disclosed broker commissions — about 0.8% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in August. The plan is on a split renewal cycle.
AON CONSULTING - LOS ANGELES is the broker of record on 1 of the 15 contracts; the rest name a different broker or none.
11 carriers appear on the filing, including AETNA HEALTH, INC., KAISER FOUNDATION HEALTH PLAN, INC., AETNA LIFE INSURANCE COMPANY and DELTA DENTAL OF CALIFORNIA. AETNA HEALTH, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,655 | Jan 1, 2025 | $991,130 | $81,224 |
| AETNA HEALTH, INC. | Health | 1,156 | Jan 1, 2025 | $8,353,501 | $57,201 |
| AETNA LIFE INSURANCE COMPANY | Health | 698 | Jan 1, 2025 | $6,455,450 | $44,295 |
| DELTA DENTAL OF CALIFORNIA | Dental | 2,796 | Jan 1, 2025 | $1,584,895 | $9,826 |
| VISION SERVICE PLAN | Vision | 945 | Jan 1, 2025 | $176,607 | $8,823 |
| METLIFE LEGAL PLANS | — | 250 | Sep 1, 2024 | $42,308 | $3,385 |
| DELTA DENTAL OF CALIFORNIA | Dental | 207 | Jan 1, 2025 | $33,050 | $3,305 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 1,650 | Jan 1, 2025 | $13,220 | $1,983 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 253 | Jan 1, 2025 | $20,873 | $1,670 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2 | Jan 1, 2025 | $20,241 | $708 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 156 | Jan 1, 2025 | $50,911 | $177 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 988 | Jan 1, 2025 | $7,153,468 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 236 | Jan 1, 2025 | $102,728 | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 1,650 | Jan 1, 2025 | $101,441 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 265 | Jan 1, 2025 | $64,548 | $0 |
Premium and claims on this contract
VISION SERVICE PLAN, contract 12289881. For the contract year on this filing, the carrier reported $176,607 in premium earned and $133,183 in claims incurred. Dividing one by the other gives 75%.
- VISION SERVICE PLAN, contract 12289881 reported $42,378 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
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