Plan5500

Jefferson Defined Benefit Plan — Form 5500 plan (Thomas Jefferson University)

Plain-English plan 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, Jefferson Defined Benefit Plan is a benefit plan reported by Thomas Jefferson University under EIN 23-1352651 and plan number 010. The latest loaded filing year is 2023. The filing reports 20,402 participants and $1,632,444,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas Jefferson University
EIN
23-1352651
Plan number
010
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
20,402
End-of-year plan assets
$1,632,444,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320,402H, C20241231145504NAL0030813168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,632,444,456
Net assets (EOY)
$1,632,444,456
Net assets (BOY)
$1,624,275,326

Income & contributions

Employer contributions
$27,718,181
Total contributions
$27,718,181
Total income / additions
$238,322,744

Expenses & distributions

Benefits paid
$218,361,541
Administrative expenses
$11,792,073
Total expenses
$230,153,614
Net increase / (decrease)
$8,169,130

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frank Russell CompanyNONE$2,979,989$02023
The Bank Of New York MellonNONE$342,089$02023
Russell Trust CompanyNONE$110,957$02023

Related Form 5500 pages