2023 Form 5500 filing — Retirement Contribution And 403(B) Matching Plan Of The University Of Pennsylvania Health System
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 20241015200243NAL0029558161001) for Retirement Contribution And 403(B) Matching Plan Of The University Of Pennsylvania Health System, reported by Trustees Of The Univ. Of Penn under EIN 23-1352685 and plan number 039. It reports 43,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200243NAL0029558161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The Univ. Of Penn
- EIN
- 23-1352685
- Plan number
- 039
- Location
- Philadelphia, PA
- Participants
- 43,400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $888,915,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $888,915,386
- Employer contributions
- $134,293,184
- Participant contributions
- $1,739,009
- Total income / additions
- $270,384,239
- Benefits paid
- $37,461,589
- Administrative expenses
- $376,263
- Total expenses
- $37,843,923
- Net increase / (decrease)
- $232,540,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Instl Ops | RECORDKEEPER | $377,443 | $0 |