Upmc 403(B) Retirement Savings 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 403(B) Retirement Savings Plan is a benefit plan reported by Upmc under EIN 25-1423657 and plan number 334. The latest loaded filing year is 2023. The filing reports 78,261 participants and $4,172,068,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upmc
- EIN
- 25-1423657
- Plan number
- 334
- Plan type
- 3
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 78,261
- End-of-year plan assets
- $4,172,068,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 78,261 | H, C | 20241014132400NAL0014997395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,172,068,489
- Total liabilities (EOY)
- $28,051
- Net assets (EOY)
- $4,172,040,438
- Net assets (BOY)
- $3,456,020,418
Income & contributions
- Participant contributions
- $346,640,616
- Total contributions
- $354,537,741
- Total income / additions
- $1,000,175,393
Expenses & distributions
- Benefits paid
- $295,006,336
- Administrative expenses
- $2,399,000
- Total expenses
- $297,405,336
- Net increase / (decrease)
- $702,770,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Financial Solutions, LLC | RECORDKEEPER | $1,670,760 | $0 | 2023 |
| Alight Financial Advisors, LLC | PARTICIPANT ADVISORY | $354,551 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon, N.A. | TRUSTEE | $150,332 | not reported in the loaded dataset | 2023 |
| D.B. Root Company, LLC | CONSULTING | $112,800 | not reported in the loaded dataset | 2023 |
| Ernst & Young, Llp | AUDITING | $67,882 | not reported in the loaded dataset | 2023 |
| Vanguard | RECORDKEEPING | $29,494 | not reported in the loaded dataset | 2023 |
| Cozen O'Connor | LEGAL | $13,181 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upmc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Alight Financial Solutions, LLC — Schedule C compensation
- Alight Financial Advisors, LLC — Schedule C compensation
- Bank Of New York Mellon, N.A. — Schedule C compensation
- D.B. Root Company, LLC — Schedule C compensation
- Ernst & Young, Llp — Schedule C compensation
- Vanguard — Schedule C compensation
- Cozen O'Connor — Schedule C compensation