Upenn Term Loan — Form 5500 plan (Trustees Of The University Of Pa)
Plain-English plan 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, Upenn Term Loan is a benefit plan reported by Trustees Of The University Of Pa under EIN 04-3574136 and plan number 052. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $27,451,688 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.5MPlan net assets, end of year$27,451,688
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$149.9K1 Schedule C provider row(s)$149,878
- Plan sponsor
- Trustees Of The University Of Pa
- EIN
- 04-3574136
- Plan number
- 052
- Plan type
- 4
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250415153121NAL0003469713001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.5M total assets
Net assets$27.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,451,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,451,688
- Net assets (BOY)
- $0
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,601,566
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $149,878
- Total expenses
- $149,878
- Net increase / (decrease)
- $2,451,688
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets1%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cyrus Term Loan Rap Sma | NONE | $149,878 | not reported in the loaded dataset | 2023 |