Upmc — 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, Upmc (EIN 25-1423657) is a plan sponsor located in Pittsburgh, PA with 6 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
- 25-1423657
- Location
- Pittsburgh, PA
- Loaded plans
- 6
- Total reported participants
- 366,174
- Total reported plan assets (EOY)
- $22,144,096,980
- Plans with financial data
- 5
- Plans with provider compensation
- 4
- 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 |
|---|---|---|---|---|
| Upmc Retirement Savings Plan Master Trust | 998 | not reported in the loaded dataset | $8,045,823,229 | 2023 |
| Upmc 401(A) Retirement Savings Plan | 335 | 97,084 | $4,262,516,708 | 2023 |
| Upmc 403(B) Retirement Savings Plan | 334 | 78,261 | $4,172,068,489 | 2023 |
| Upmc Basic Retirement Plan | 333 | 94,292 | $2,847,967,223 | 2023 |
| Upmc Master Trust | 999 | not reported in the loaded dataset | $2,815,721,331 | 2023 |
| Upmc Welfare Benefits Plan | 501 | 96,537 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Upmc 403(B) Retirement Savings Plan | 78,261 | H, C | 20241014132400NAL0014997395001 |
| 2023 | Upmc Welfare Benefits Plan | 96,537 | — | 20241014151315NAL0045042976001 |
| 2023 | Upmc 401(A) Retirement Savings Plan | 97,084 | H, C | 20241014162409NAL0013616035001 |
| 2023 | Upmc Basic Retirement Plan | 94,292 | H, C | 20241014163108NAL0027865297001 |
| 2023 | Upmc Retirement Savings Plan Master Trust | not reported in the loaded dataset | H | 20241014163827NAL0027879089001 |
| 2023 | Upmc Master Trust | not reported in the loaded dataset | H, C | 20241014164037NAL0013636083001 |