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, Retirement Allowance 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 003. The latest loaded filing year is 2023. The filing reports 4,309 participants and $195,170,272 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,170,272
- Total liabilities (EOY)
- $5,248
- Net assets (EOY)
- $195,165,024
- Net assets (BOY)
- $207,880,256
Income & contributions
- Total contributions
- $0
- Total income / additions
- $552,860
Expenses & distributions
- Benefits paid
- $12,517,001
- Administrative expenses
- $751,091
- Total expenses
- $13,268,092
- Net increase / (decrease)
- -$12,715,232