Trustees Of The Univ. Of Penn — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trustees Of The Univ. Of Penn (EIN 23-1352685) is a plan sponsor located in Philadelphia, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 23-1352685
- Location
- Philadelphia, PA
- Loaded plans
- 18
- Total reported participants
- 358,440
- Total reported plan assets (EOY)
- $17,740,649,354
- Plans with financial data
- 9
- Plans with provider compensation
- 8
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The University Of Pennsylvania Matching Plan | 001 | 33,139 | $6,313,953,991 | 2023 |
| The University Of Pennsylvania Health System 403(B) Retirement Savings Plan | 018 | 52,458 | $3,057,133,387 | 2023 |
| University Of Pennsylvania Health Sysytem Pension Plan | 006 | 23,822 | $2,770,869,982 | 2023 |
| Supplemental Retirement Annuity Plan Of The University Of Pennsylvania | 002 | 31,992 | $1,991,911,169 | 2023 |
| University Of Pennsylvania Basic Plan | 028 | 33,528 | $1,717,324,210 | 2023 |
| Retirement Contribution And 403(B) Matching Plan Of The University Of Pennsylvania Health System | 039 | 43,400 | $888,915,386 | 2023 |
| Univ Of Pa Health & Welfare Plan For Ret & Dis Emp | 530 | 3,672 | $774,955,765 | 2023 |
| Retirement Allowance Plan Of The University Of Pennsylvania | 003 | 4,309 | $195,170,272 | 2023 |
| The University Of Pennsylvania Penn Police Association Defined Benefit Retirement Plan | 016 | 193 | $30,415,192 | 2023 |
| Uphs Flex Plan | 522 | 45,682 | not reported in the loaded dataset | 2023 |
| University Of Pa Health & Welfare Program | 503 | 20,773 | not reported in the loaded dataset | 2023 |
| Faculty & Staff Scholarship Program Of The University Of Pennsylvania | 505 | 20,756 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | University Of Pennsylvania Postdoctoral Insurance Plan For Nrsa Fellows | 1,318 | — | 20240125093118NAL0026312114001 |
| 2023 | Pay Continuation Plan For The Hospital Of The University Of Pennsylvania | 16,315 | — | 20241008180858NAL0035622114001 |
| 2023 | University Of Pennsylvania Voluntary Separation Plan | 12,684 | — | 20241010084545NAL0035297488001 |
| 2023 | Univ Of Pa Health & Welfare Plan For Ret & Dis Emp | 3,672 | H, C | 20241010084948NAL0019825681001 |
| 2023 | The University Of Pennsylvania Matching Plan | 33,139 | H, C | 20241010095850NAL0020790753001 |
| 2023 | University Of Pennsylvania Basic Plan | 33,528 | H, C | 20241010101506NAL0011365667001 |
| 2023 | Supplemental Retirement Annuity Plan Of The University Of Pennsylvania | 31,992 | H, C | 20241010102350NAL0040426658001 |
| 2023 | Uphs Retiree Health Plan | 825 | — | 20241015095859NAL0055469858001 |