Jefferson University Physicians Retirement Plan — Form 5500 plan (Jefferson University Physicians)

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, Jefferson University Physicians Retirement Plan is a benefit plan reported by Jefferson University Physicians under EIN 23-2809585 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,103 participants and $463,447,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson University Physicians
EIN
23-2809585
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
5,103
End-of-year plan assets
$463,447,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,103H, C20241015212528NAL0030949105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$463,447,587
Net assets (EOY)
$463,447,587
Net assets (BOY)
$385,378,433

Income & contributions

Employer contributions
$25,687,556
Total contributions
$27,940,603
Total income / additions
$95,223,094

Expenses & distributions

Benefits paid
$17,153,940
Total expenses
$17,153,940
Net increase / (decrease)
$78,069,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And AnnuiNONE$122,523$02023

Related Form 5500 pages