2023 Form 5500 filing — The University Of Pennsylvania Penn Police Association Defined Benefit 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 20250410084045NAL0023950593001) for The University Of Pennsylvania Penn Police Association Defined Benefit Retirement Plan, reported by Trustees Of The University Of Pennsylvania under EIN 23-1352685 and plan number 016. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410084045NAL0023950593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The University Of Pennsylvania
- EIN
- 23-1352685
- Plan number
- 016
- Location
- Philadelphia, PA
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,415,192
- Total liabilities (EOY)
- $24,475
- Net assets (EOY)
- $30,390,717
- Employer contributions
- $179,530
- Participant contributions
- $144,362
- Total income / additions
- $1,256,627
- Benefits paid
- $985,275
- Administrative expenses
- $86,573
- Total expenses
- $1,071,848
- Net increase / (decrease)
- $184,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group | NONE | $35,762 | not reported in the loaded dataset |
| Premier Actuarial Solutions | NONE | $25,675 | not reported in the loaded dataset |
| Ascensus, LLC | NONE | $6,800 | not reported in the loaded dataset |
| Morgan Lewis, Bockius Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset |