What is the latest Form 5500 filing year for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat?

The latest loaded Form 5500 filing year for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat is 2023.

University Of Pittsburgh And Upmc Medical And Health Sciences Foundat — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, University Of Pittsburgh And Upmc Medical And Health Sciences Foundat (EIN 11-3708851) is a plan sponsor located in Pittsburgh, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 11-3708851
Location: Pittsburgh, PA
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat

2 loaded plans hold $24.5M in reported assets.
The largest, Pitt-Upmc Medical & Health Sciences Fdn 403b Plan, holds 51% of this company's reported plan assets.
Plans cover 338 reported participants.
2 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.5MSummed across loaded plans$24,515,093

Total reported assets$24.5M$24,515,093

Total reported participants338

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.5M total assets

Net assets$24.5MLiabilities$0

Contributions & income

Employer contributions$713.2K

Participant contributions$671.8K

Total income / additions$4.7M

Expenses & distributions

Benefits paid / distributions$686.4K

Total expenses$692.7K

Net increase / (decrease)$4M

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets51%Pitt-Upmc Medical & Health Sciences Fdn 403b Plan

Participants per plan169Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan$12.4M
Plan #204 · 174 participants · 2023
2
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan$12.1M
Plan #203 · 164 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat. Open one for its full reported snapshot.

2023
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan164 participants · 2Sch H
View filing →
2023
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan174 participants · 2Sch H
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does University Of Pittsburgh And Upmc Medical And Health Sciences Foundat report on Form 5500?: University Of Pittsburgh And Upmc Medical And Health Sciences Foundat (EIN 11-3708851) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat?: The Employer Identification Number (EIN) reported for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat is 11-3708851.
What is the latest Form 5500 filing year for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat?: The latest loaded Form 5500 filing year for University Of Pittsburgh And Upmc Medical And Health Sciences Foundat is 2023.