The University Of Pennsylvania Penn Police Association Defined Benefit Retirement 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, The University Of Pennsylvania Penn Police Association Defined Benefit Retirement Plan is a benefit plan reported by Trustees Of The University Of Pennsylvania under EIN 23-1352685 and plan number 016. The latest loaded filing year is 2023. The filing reports 193 participants and $30,415,192 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
- 016
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $30,415,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250410084045NAL0023950593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,415,192
- Total liabilities (EOY)
- $24,475
- Net assets (EOY)
- $30,390,717
- Net assets (BOY)
- $30,205,938
Income & contributions
- Employer contributions
- $179,530
- Participant contributions
- $144,362
- Total contributions
- $323,892
- Total income / additions
- $1,256,627
Expenses & distributions
- Benefits paid
- $985,275
- Administrative expenses
- $86,573
- Total expenses
- $1,071,848
- Net increase / (decrease)
- $184,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Capital Group | NONE | $35,762 | not reported in the loaded dataset | 2023 |
| Premier Actuarial Solutions | NONE | $25,675 | not reported in the loaded dataset | 2023 |
| Ascensus, LLC | NONE | $6,800 | not reported in the loaded dataset | 2023 |
| Morgan Lewis, Bockius Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The University Of Pennsylvania
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Newport Capital Group — Schedule C compensation
- Premier Actuarial Solutions — Schedule C compensation
- Ascensus, LLC — Schedule C compensation
- Morgan Lewis, Bockius Llp — Schedule C compensation