Upmc Retirement Savings Plan Master Trust — 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 Retirement Savings Plan Master Trust is a benefit plan reported by Upmc under EIN 25-1423657 and plan number 998. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $8,045,823,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc
EIN
25-1423657
Plan number
998
Plan type
4
Location
Pittsburgh, PA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$8,045,823,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241014163827NAL0027879089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,045,823,229
Total liabilities (EOY)
$35,929,486
Net assets (EOY)
$8,009,893,743
Net assets (BOY)
$6,558,519,619

Income & contributions

Total contributions
$0
Total income / additions
$1,249,127,674

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$1,249,127,674

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages