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 Contribution And 403(B) Matching Plan Of The University Of Pennsylvania Health System is a benefit plan reported by Trustees Of The Univ. Of Penn under EIN 23-1352685 and plan number 039. The latest loaded filing year is 2023. The filing reports 43,400 participants and $888,915,386 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $888,915,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $888,915,386
- Net assets (BOY)
- $656,375,070
Income & contributions
- Employer contributions
- $134,293,184
- Participant contributions
- $1,739,009
- Total contributions
- $137,342,685
- Total income / additions
- $270,384,239
Expenses & distributions
- Benefits paid
- $37,461,589
- Administrative expenses
- $376,263
- Total expenses
- $37,843,923
- Net increase / (decrease)
- $232,540,316