2023 Form 5500 filing — Upenn Rap Pool
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 20251014074201NAL0003308032001) for Upenn Rap Pool, reported by Trustees Of The University Of Pa under EIN 04-3574136 and plan number 050. 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
- 20251014074201NAL0003308032001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Trustees Of The University Of Pa
- EIN
- 04-3574136
- Plan number
- 050
- 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)
- $131,211,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,211,228
- Total income / additions
- $5,526,515
- Benefits paid
- $12,517,001
- Administrative expenses
- $729,000
- Total expenses
- $13,246,001
- Net increase / (decrease)
- -$7,719,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | NONE | $89,000 | not reported in the loaded dataset |
| State Street And Trust Company | NONE | $14,406 | not reported in the loaded dataset |