2023 Form 5500 filing — Jefferson University Physician Voluntary 403(B) Tda 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 20241015212508NAL0051395280001) for Jefferson University Physician Voluntary 403(B) Tda Plan, reported by Jefferson University Physicians under EIN 23-2809585 and plan number 002. It reports 3,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212508NAL0051395280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jefferson University Physicians
- EIN
- 23-2809585
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 3,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,018,675
- Net assets (EOY)
- $247,018,675
- Participant contributions
- $18,877,267
- Total income / additions
- $54,672,749
- Benefits paid
- $10,004,294
- Administrative expenses
- $5,466
- Total expenses
- $10,009,760
- Net increase / (decrease)
- $44,662,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance & Annuity | NONE | $72,690 | $0 |