2023 Form 5500 filing — Jefferson University Physicians 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 20241015212528NAL0030949105001) for Jefferson University Physicians Retirement Plan, reported by Jefferson University Physicians under EIN 23-2809585 and plan number 001. It reports 5,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$463.4MReported net assets$463,447,587
Participants5.1K5,103
Provider compensation$122.5K1 Schedule C row(s)$122,523
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015212528NAL0030949105001
- Plan sponsor
- Jefferson University Physicians
- EIN
- 23-2809585
- Plan number
- 001
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
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)$463.4M total assets
Net assets$463.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $463,447,587
- Net assets (EOY)
- $463,447,587
- Employer contributions
- $25,687,556
- Total income / additions
- $95,223,094
- Benefits paid
- $17,153,940
- Total expenses
- $17,153,940
- Net increase / (decrease)
- $78,069,154
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | NONE | $122,523 | $0 |