Jefferson Defined Contribution Retirement Plan — Form 5500 plan (Thomas Jefferson University)

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, Jefferson Defined Contribution Retirement Plan is a benefit plan reported by Thomas Jefferson University under EIN 23-1352651 and plan number 005. The latest loaded filing year is 2023. The filing reports 26,422 participants and $2,466,994,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas Jefferson University
EIN
23-1352651
Plan number
005
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
26,422
End-of-year plan assets
$2,466,994,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,422H, C20241015212517NAL0049831216001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,466,994,136
Net assets (EOY)
$2,466,994,136
Net assets (BOY)
$2,111,204,470

Income & contributions

Employer contributions
$61,565,825
Participant contributions
$79,630,243
Total contributions
$148,001,768
Total income / additions
$478,756,988

Expenses & distributions

Benefits paid
$122,967,322
Total expenses
$122,967,322
Net increase / (decrease)
$355,789,666

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa- Teachers Insurance & AnnuityNONE$999,454$02023

Related Form 5500 pages