Plan5500

Upmc Basic Retirement Plan — Form 5500 plan (Upmc)

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, Upmc Basic Retirement Plan is a benefit plan reported by Upmc under EIN 25-1423657 and plan number 333. The latest loaded filing year is 2023. The filing reports 94,292 participants and $2,847,967,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc
EIN
25-1423657
Plan number
333
Plan type
3
Location
Pittsburgh, PA
Latest filing year
2023
Participants
94,292
End-of-year plan assets
$2,847,967,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202394,292H, C20241014163108NAL0027865297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,847,967,223
Total liabilities (EOY)
$2,418,715
Net assets (EOY)
$2,845,548,508
Net assets (BOY)
$2,788,681,890

Income & contributions

Employer contributions
$35,600,000
Total contributions
$35,600,000
Total income / additions
$288,866,358

Expenses & distributions

Benefits paid
$187,540,701
Administrative expenses
$44,459,039
Total expenses
$231,999,740
Net increase / (decrease)
$56,866,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alight Solutions LLCRECORDKEEPER$4,681,227$1,1452023
Aon ActuarialACTUARIAL$171,547not reported in the loaded dataset2023
Ernst & Young, LlpAUDITING$94,300not reported in the loaded dataset2023
Cozen O'ConnorLEGAL$32,316not reported in the loaded dataset2023

Related Form 5500 pages