Jefferson University Physician Voluntary 403(B) Tda 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 Physician Voluntary 403(B) Tda Plan is a benefit plan reported by Jefferson University Physicians under EIN 23-2809585 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,084 participants and $247,018,675 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
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
3,084
End-of-year plan assets
$247,018,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,084H, C20241015212508NAL0051395280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$247,018,675
Net assets (EOY)
$247,018,675
Net assets (BOY)
$202,355,686

Income & contributions

Participant contributions
$18,877,267
Total contributions
$21,067,538
Total income / additions
$54,672,749

Expenses & distributions

Benefits paid
$10,004,294
Administrative expenses
$5,466
Total expenses
$10,009,760
Net increase / (decrease)
$44,662,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance & AnnuityNONE$72,690$02023

Related Form 5500 pages