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 Basic Plan is a benefit plan reported by Trustees Of The University Of Pa under EIN 23-1352685 and plan number 028. The latest loaded filing year is 2023. The filing reports 33,528 participants and $1,717,324,210 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,717,324,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,717,324,210
- Net assets (BOY)
- $1,417,850,182
Income & contributions
- Employer contributions
- $108,201,053
- Total contributions
- $115,355,030
- Total income / additions
- $349,875,157
Expenses & distributions
- Benefits paid
- $49,951,468
- Administrative expenses
- $449,661
- Total expenses
- $50,401,129
- Net increase / (decrease)
- $299,474,028