2023 Form 5500 filing — Upmc Basic Retirement 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 20241014163108NAL0027865297001) for Upmc Basic Retirement Plan, reported by Upmc under EIN 25-1423657 and plan number 333. It reports 94,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163108NAL0027865297001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Upmc
- EIN
- 25-1423657
- Plan number
- 333
- Location
- Pittsburgh, PA
- Participants
- 94,292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,847,967,223
- Total liabilities (EOY)
- $2,418,715
- Net assets (EOY)
- $2,845,548,508
- Employer contributions
- $35,600,000
- Total income / additions
- $288,866,358
- Benefits paid
- $187,540,701
- Administrative expenses
- $44,459,039
- Total expenses
- $231,999,740
- Net increase / (decrease)
- $56,866,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | RECORDKEEPER | $4,681,227 | $1,145 |
| Aon Actuarial | ACTUARIAL | $171,547 | not reported in the loaded dataset |
| Ernst & Young, Llp | AUDITING | $94,300 | not reported in the loaded dataset |
| Cozen O'Connor | LEGAL | $32,316 | not reported in the loaded dataset |