2023 Form 5500 filing — Upmc 401(A) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014162409NAL0013616035001) for Upmc 401(A) Retirement Savings Plan, reported by Upmc under EIN 25-1423657 and plan number 335. It reports 97,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162409NAL0013616035001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Upmc
- EIN
- 25-1423657
- Plan number
- 335
- Location
- Pittsburgh, PA
- Participants
- 97,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,262,516,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,262,516,708
- Employer contributions
- $153,159,150
- Participant contributions
- $179,478,395
- Total income / additions
- $1,022,229,244
- Benefits paid
- $250,304,772
- Administrative expenses
- $2,567,001
- Total expenses
- $252,871,773
- Net increase / (decrease)
- $769,357,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Financial Advisors, LLC | PARTICIPANT ADVISORY | $2,495,263 | not reported in the loaded dataset |
| Alight Solutions, LLC | RECORDKEEPER | $1,809,990 | $0 |
| The Bank Of New York Mellon | TRUSTEE | $162,860 | $0 |
| D.B. Root Company, LLC | CONSULTING | $122,200 | not reported in the loaded dataset |
| Ernst & Young, Llp | AUDITING | $73,539 | not reported in the loaded dataset |
| Cozen O'Connor | LEGAL | $14,280 | not reported in the loaded dataset |