Plan5500

Upmc Pinnacle — 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 Pinnacle (EIN 25-1778658) is a plan sponsor located in Harrisburg, 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
25-1778658
Location
Harrisburg, 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 Upmc Pinnacle

  • 2 loaded plans hold $595.8M in reported assets.
  • The largest, Pinnacle Health System 403b Tax Sheltered Savings Plan, holds 87% of this company's reported plan assets.
  • Plans cover 14,592 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$595.8MSummed across loaded plans$595,773,306
Total reported assets$595.8M$595,773,306
Total reported participants14.6K14,592
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$595.8M total assets
Net assets$595.8MLiabilities—
Contributions & income
Total income / additions$93.5M
Expenses & distributions
Benefits paid / distributions$53.6M
Total expenses$55.2M
Net increase / (decrease)$38.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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 assets87%Pinnacle Health System 403b Tax Sheltered Savings Plan
Participants per plan7,296Average 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. 1
    Pinnacle Health System 403b Tax Sheltered Savings Plan$518.2M
    Plan #002 · 13,261 participants · 2023
  2. 2
    Pinnacle Health System 401(K) Plan$77.6M
    Plan #006 · 1,331 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 Pinnacle. Open one for its full reported snapshot.

  1. 2023
    Pinnacle Health System 403b Tax Sheltered Savings Plan13,261 participants · 2Sch HSch C
    View filing →
  2. 2023
    Pinnacle Health System 401(K) Plan1,331 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Upmc Pinnacle report on Form 5500?
Upmc Pinnacle (EIN 25-1778658) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Upmc Pinnacle?
The Employer Identification Number (EIN) reported for Upmc Pinnacle is 25-1778658.
What is the latest Form 5500 filing year for Upmc Pinnacle?
The latest loaded Form 5500 filing year for Upmc Pinnacle is 2023.

Related Form 5500 pages