2023 Form 5500 filing — Pitt-Upmc Medical & Health Sciences Fdn 401a 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 20241015144611NAL0049986960001) for Pitt-Upmc Medical & Health Sciences Fdn 401a Plan, reported by University Of Pittsburgh And Upmc Medical And Health Sciences Foundat under EIN 11-3708851 and plan number 203. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.1MReported net assets$12,079,053
Participants164
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015144611NAL0049986960001
Plan sponsor
University Of Pittsburgh And Upmc Medical And Health Sciences Foundat
EIN
11-3708851
Plan number
203
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.1M total assets
Net assets$12.1MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$347.1K
Benefits paid / distributions$344.4K
Contributions
Employer$713.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$12,079,053
Total liabilities (EOY)
$0
Net assets (EOY)
$12,079,053
Employer contributions
$713,162
Total income / additions
$2,358,514
Benefits paid
$344,369
Administrative expenses
$2,779
Total expenses
$347,148
Net increase / (decrease)
$2,011,366

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144611NAL0049986960001 cover?
It is the 2023 Form 5500 filing for Pitt-Upmc Medical & Health Sciences Fdn 401a Plan, reported by University Of Pittsburgh And Upmc Medical And Health Sciences Foundat (EIN 11-3708851).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages