2023 Form 5500 filing — Jefferson University Physicians Retirement 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 20241015212528NAL0030949105001) for Jefferson University Physicians Retirement Plan, reported by Jefferson University Physicians under EIN 23-2809585 and plan number 001. It reports 5,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212528NAL0030949105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jefferson University Physicians
- EIN
- 23-2809585
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 5,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $463,447,587
- Net assets (EOY)
- $463,447,587
- Employer contributions
- $25,687,556
- Total income / additions
- $95,223,094
- Benefits paid
- $17,153,940
- Total expenses
- $17,153,940
- Net increase / (decrease)
- $78,069,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | NONE | $122,523 | $0 |