Plan5500

Upmc — 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, Upmc (EIN 25-1423657) is a plan sponsor located in Pittsburgh, PA with 6 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
25-1423657
Location
Pittsburgh, PA
Loaded plans
6
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 Upmc

  • 6 loaded plans hold $22.1B in reported assets.
  • The largest, Upmc Retirement Savings Plan Master Trust, holds 36% of this company's reported plan assets.
  • Plans cover 366,174 reported participants.
  • 5 of 6 plans report full financial statements.
  • 4 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.1BSummed across loaded plans$22,102,367,085
Total reported assets$22.1B$22,144,096,980
Total reported participants366.2K366,174
Total reported liabilities$41.7M$41,729,895

Reported net position

Reported assets = net assets + liabilities (summed)$22.1B total assets
Net assets$22.1BLiabilities$41.7M
Contributions & income
Employer contributions$188.8M
Participant contributions$526.1M
Total income / additions$3.8B
Expenses & distributions
Benefits paid / distributions$732.9M
Total expenses$796.4M
Net increase / (decrease)$3B

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation4 / 6 (67%)

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 assets36%Upmc Retirement Savings Plan Master Trust
Participants per plan61,029Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Upmc Retirement Savings Plan Master Trust$8B
    Plan #998 · not reported in the loaded dataset participants · 2023
  2. 2
    Upmc 401(A) Retirement Savings Plan$4.3B
    Plan #335 · 97,084 participants · 2023
  3. 3
    Upmc 403(B) Retirement Savings Plan$4.2B
    Plan #334 · 78,261 participants · 2023
  4. 4
    Upmc Basic Retirement Plan$2.8B
    Plan #333 · 94,292 participants · 2023
  5. 5
    Upmc Master Trust$2.8B
    Plan #999 · not reported in the loaded dataset participants · 2023
  6. 6
    Upmc Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 96,537 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 Upmc. Open one for its full reported snapshot.

  1. 2023
    Upmc 403(B) Retirement Savings Plan78,261 participants · 3Sch HSch C
    View filing →
  2. 2023
    Upmc Welfare Benefits Plan96,537 participants · 3No schedules
    View filing →
  3. 2023
    Upmc 401(A) Retirement Savings Plan97,084 participants · 3Sch HSch C
    View filing →
  4. 2023
    Upmc Basic Retirement Plan94,292 participants · 3Sch HSch C
    View filing →
  5. 2023
    Upmc Retirement Savings Plan Master TrustParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Upmc Master TrustParticipants not reported · 4Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Upmc report on Form 5500?
Upmc (EIN 25-1423657) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Upmc?
The Employer Identification Number (EIN) reported for Upmc is 25-1423657.
What is the latest Form 5500 filing year for Upmc?
The latest loaded Form 5500 filing year for Upmc is 2023.

Related Form 5500 pages