2023 Form 5500 filing — University Of Pennsylvania Health Sysytem Pension 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 20250415154624NAL0003503249001) for University Of Pennsylvania Health Sysytem Pension Plan, reported by Trustees Of The University Of Pennsylvania under EIN 23-1352685 and plan number 006. It reports 23,822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20250415154624NAL0003503249001
Filing year
2023
Form type
2
Plan sponsor
Trustees Of The University Of Pennsylvania
EIN
23-1352685
Plan number
006
Location
Bala Cynwyd, PA
Participants
23,822
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,770,869,982
Total liabilities (EOY)
$90,994
Net assets (EOY)
$2,770,778,988
Employer contributions
$33,994,000
Total income / additions
-$764,797
Benefits paid
$123,445,666
Administrative expenses
$2,952,769
Total expenses
$126,398,435
Net increase / (decrease)
-$127,163,232
Schedule source
Schedule H

Related Form 5500 pages