2023 Form 5500 filing — The University Of Pennsylvania Health System 403(B) 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 20241015190525NAL0051009808001) for The University Of Pennsylvania Health System 403(B) Retirement Savings Plan, reported by Trustees Of The Univ. Of Penn under EIN 23-1352685 and plan number 018. It reports 52,458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190525NAL0051009808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The Univ. Of Penn
- EIN
- 23-1352685
- Plan number
- 018
- Location
- Philadelphia, PA
- Participants
- 52,458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,057,133,387
- Total liabilities (EOY)
- $790
- Net assets (EOY)
- $3,057,132,597
- Participant contributions
- $259,186,640
- Total income / additions
- $735,472,616
- Benefits paid
- $166,741,180
- Administrative expenses
- $2,217,430
- Total expenses
- $169,307,783
- Net increase / (decrease)
- $566,164,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops Cp | RECORDKEEPER | $2,220,923 | $0 |