2023 Form 5500 filing — Temple University Health System, Inc. 403(B) 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 20241015133646NAL0049650304001) for Temple University Health System, Inc. 403(B) Plan, reported by Temple University Health System Inc under EIN 23-2825881 and plan number 002. It reports 15,635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133646NAL0049650304001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Temple University Health System Inc
- EIN
- 23-2825881
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 15,635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,153,884,676
- Total liabilities (EOY)
- $11,983
- Net assets (EOY)
- $1,153,872,693
- Employer contributions
- $79
- Participant contributions
- $68,705,501
- Total income / additions
- $240,932,359
- Benefits paid
- $60,981,664
- Administrative expenses
- $777,375
- Total expenses
- $61,759,039
- Net increase / (decrease)
- $179,173,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | SERVICE PROVIDER | $686,708 | $0 |
| Cap Financial Partners, LLC | INVESTMENT ADVISOR | $57,727 | not reported in the loaded dataset |
| Aon Consulting Inc | CONSULTANT | $29,252 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDITOR | $26,670 | not reported in the loaded dataset |