Supplemental Retirement Annuity Plan Of The University Of Pennsylvania — 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, Supplemental Retirement Annuity Plan Of The University Of Pennsylvania is a benefit plan reported by Trustees Of The University Of Pa under EIN 23-1352685 and plan number 002. The latest loaded filing year is 2023. The filing reports 31,992 participants and $1,991,911,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of The University Of Pa
EIN
23-1352685
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
31,992
End-of-year plan assets
$1,991,911,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331,992H, C20241010102350NAL0040426658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,991,911,169
Total liabilities (EOY)
$0
Net assets (EOY)
$1,991,911,169
Net assets (BOY)
$1,692,153,953

Income & contributions

Participant contributions
$75,533,391
Total contributions
$118,215,738
Total income / additions
$374,786,234

Expenses & distributions

Benefits paid
$74,827,732
Administrative expenses
$191,353
Total expenses
$75,029,018
Net increase / (decrease)
$299,757,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$191,353$02023

Related Form 5500 pages