Search public Form 5500 filings

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Companies

companyUniversity Of Pennsylvania
EIN: 23-1352685Location: PAPlans: 18Latest: 2023

Plans

planThe University Of Pennsylvania Matching PlanFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 001Participants: 33,139Assets: $6,313,953,991Location: Philadelphia, PALatest: 2023
planThe University Of Pennsylvania Health System 403(B) Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of The Univ. Of PennEIN: 23-1352685Plan: 018Participants: 52,458Assets: $3,057,133,387Location: Philadelphia, PALatest: 2023
planUniversity Of Pennsylvania Health Sysytem Pension PlanFinancial statement2023 filing
Sponsor: Trustees Of The University Of PennsylvaniaEIN: 23-1352685Plan: 006Participants: 23,822Assets: $2,770,869,982Location: Bala Cynwyd, PALatest: 2023
planSupplemental Retirement Annuity Plan Of The University Of PennsylvaniaFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 002Participants: 31,992Assets: $1,991,911,169Location: Philadelphia, PALatest: 2023
planUniversity Of Pennsylvania Basic PlanFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 028Participants: 33,528Assets: $1,717,324,210Location: Philadelphia, PALatest: 2023
planRetirement Contribution And 403(B) Matching Plan Of The University Of Pennsylvania Health SystemFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of The Univ. Of PennEIN: 23-1352685Plan: 039Participants: 43,400Assets: $888,915,386Location: Philadelphia, PALatest: 2023
planUniv Of Pa Health & Welfare Plan For Ret & Dis EmpFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 530Participants: 3,672Assets: $774,955,765Location: Philadelphia, PALatest: 2023
planRetirement Allowance Plan Of The University Of PennsylvaniaFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 003Participants: 4,309Assets: $195,170,272Location: Philadelphia, PALatest: 2023

Service providers

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

Filings

filing2023 Form 5500 — Supplemental Retirement Annuity Plan Of The University Of Pennsylvania
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 002Ack ID: 20241010102350NAL0040426658001
filing2023 Form 5500 — Retirement Allowance Plan Of The University Of Pennsylvania
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 003Ack ID: 20250415105111NAL0005471616001
filing2023 Form 5500 — University Of Pennsylvania Health Sysytem Pension Plan
Sponsor: Trustees Of The University Of PennsylvaniaEIN: 23-1352685Plan: 006Ack ID: 20250415154624NAL0003503249001
filing2023 Form 5500 — The University Of Pennsylvania Penn Police Association Defined Benefit Retirement Plan
Sponsor: Trustees Of The University Of PennsylvaniaEIN: 23-1352685Plan: 016Ack ID: 20250410084045NAL0023950593001
filing2023 Form 5500 — The University Of Pennsylvania Health System 403(B) Retirement Savings Plan
Sponsor: Trustees Of The Univ. Of PennEIN: 23-1352685Plan: 018Ack ID: 20241015190525NAL0051009808001
filing2023 Form 5500 — University Of Pennsylvania Basic Plan
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 028Ack ID: 20241010101506NAL0011365667001
filing2023 Form 5500 — Retirement Contribution And 403(B) Matching Plan Of The University Of Pennsylvania Health System
Sponsor: Trustees Of The Univ. Of PennEIN: 23-1352685Plan: 039Ack ID: 20241015200243NAL0029558161001
filing2023 Form 5500 — The University Of Pennsylvania Matching Plan
Sponsor: Trustees Of The University Of PaEIN: 23-1352685Plan: 001Ack ID: 20241010095850NAL0020790753001

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