2023 Form 5500 filing — University Of Pennsylvania Basic Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010101506NAL0011365667001) for University Of Pennsylvania Basic Plan, reported by Trustees Of The University Of Pa under EIN 23-1352685 and plan number 028. It reports 33,528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101506NAL0011365667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The University Of Pa
- EIN
- 23-1352685
- Plan number
- 028
- Location
- Philadelphia, PA
- Participants
- 33,528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,717,324,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,717,324,210
- Employer contributions
- $108,201,053
- Total income / additions
- $349,875,157
- Benefits paid
- $49,951,468
- Administrative expenses
- $449,661
- Total expenses
- $50,401,129
- Net increase / (decrease)
- $299,474,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $449,661 | $0 |