2023 Form 5500 filing — Upmc 403(B) Retirement Savings 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 20241014132400NAL0014997395001) for Upmc 403(B) Retirement Savings Plan, reported by Upmc under EIN 25-1423657 and plan number 334. It reports 78,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132400NAL0014997395001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Upmc
- EIN
- 25-1423657
- Plan number
- 334
- Location
- Pittsburgh, PA
- Participants
- 78,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,172,068,489
- Total liabilities (EOY)
- $28,051
- Net assets (EOY)
- $4,172,040,438
- Participant contributions
- $346,640,616
- Total income / additions
- $1,000,175,393
- Benefits paid
- $295,006,336
- Administrative expenses
- $2,399,000
- Total expenses
- $297,405,336
- Net increase / (decrease)
- $702,770,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Financial Solutions, LLC | RECORDKEEPER | $1,670,760 | $0 |
| Alight Financial Advisors, LLC | PARTICIPANT ADVISORY | $354,551 | not reported in the loaded dataset |
| Bank Of New York Mellon, N.A. | TRUSTEE | $150,332 | not reported in the loaded dataset |
| D.B. Root Company, LLC | CONSULTING | $112,800 | not reported in the loaded dataset |
| Ernst & Young, Llp | AUDITING | $67,882 | not reported in the loaded dataset |
| Vanguard | RECORDKEEPING | $29,494 | not reported in the loaded dataset |
| Cozen O'Connor | LEGAL | $13,181 | not reported in the loaded dataset |