University Of Pennsylvania Health Sysytem Pension Plan — Form 5500 plan (Trustees Of The University Of Pennsylvania)
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, University Of Pennsylvania Health Sysytem Pension Plan is a benefit plan reported by Trustees Of The University Of Pennsylvania under EIN 23-1352685 and plan number 006. The latest loaded filing year is 2023. The filing reports 23,822 participants and $2,770,869,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The University Of Pennsylvania
- EIN
- 23-1352685
- Plan number
- 006
- Plan type
- 2
- Location
- Bala Cynwyd, PA
- Latest filing year
- 2023
- Participants
- 23,822
- End-of-year plan assets
- $2,770,869,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,822 | H | 20250415154624NAL0003503249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,770,869,982
- Total liabilities (EOY)
- $90,994
- Net assets (EOY)
- $2,770,778,988
- Net assets (BOY)
- $2,897,942,220
Income & contributions
- Employer contributions
- $33,994,000
- Total contributions
- $33,994,000
- Total income / additions
- -$764,797
Expenses & distributions
- Benefits paid
- $123,445,666
- Administrative expenses
- $2,952,769
- Total expenses
- $126,398,435
- Net increase / (decrease)
- -$127,163,232
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.