2023 Form 5500 filing — Upenn Term Loan
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 20250415153121NAL0003469713001) for Upenn Term Loan, reported by Trustees Of The University Of Pa under EIN 04-3574136 and plan number 052. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415153121NAL0003469713001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Trustees Of The University Of Pa
- EIN
- 04-3574136
- Plan number
- 052
- Location
- Philadelphia, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,451,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,451,688
- Total income / additions
- $2,601,566
- Benefits paid
- $0
- Administrative expenses
- $149,878
- Total expenses
- $149,878
- Net increase / (decrease)
- $2,451,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cyrus Term Loan Rap Sma | NONE | $149,878 | not reported in the loaded dataset |