Plan5500

Pinnacle Health System 403b Tax Sheltered Savings Plan — Form 5500 plan (Upmc Pinnacle)

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, Pinnacle Health System 403b Tax Sheltered Savings Plan is a benefit plan reported by Upmc Pinnacle under EIN 25-1778658 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,261 participants and $518,192,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc Pinnacle
EIN
25-1778658
Plan number
002
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
13,261
End-of-year plan assets
$518,192,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,261H, C20241010084033NAL0011303219002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$518,192,206
Net assets (EOY)
$518,192,206
Net assets (BOY)
$493,769,845

Income & contributions

Total income / additions
$81,092,169

Expenses & distributions

Benefits paid
$47,202,901
Administrative expenses
$1,301,819
Total expenses
$48,568,360
Net increase / (decrease)
$32,523,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement InsuranceRECORDKEEPING$807,176not reported in the loaded dataset2023
Resources Investment Advisors Inc.INVESTMENT ADVISOR$489,939not reported in the loaded dataset2023

Related Form 5500 pages