Who sponsors the University Of Pennsylvania Health Sysytem Pension Plan?

University Of Pennsylvania Health Sysytem Pension Plan is reported as sponsored by Trustees Of The University Of Pennsylvania (EIN 23-1352685, plan number 006) in public Form 5500 filings.

What is the most recent Form 5500 filing year for University Of Pennsylvania Health Sysytem Pension Plan?

The latest Form 5500 filing year loaded for University Of Pennsylvania Health Sysytem Pension Plan is 2023.

How many participants does University Of Pennsylvania Health Sysytem Pension Plan report?

University Of Pennsylvania Health Sysytem Pension Plan reports 23,822 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for University Of Pennsylvania Health Sysytem Pension Plan?

University Of Pennsylvania Health Sysytem Pension Plan reports $2,770,869,982 in end-of-year plan assets in its latest loaded Form 5500 filing.

University Of Pennsylvania Health Sysytem Pension Plan — Form 5500 plan (Trustees Of The University Of Pennsylvania)

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, University Of Pennsylvania Health Sysytem Pension Plan is a benefit plan reported by Trustees Of The University Of Pennsylvania under EIN 23-1352685 and plan number 006. The latest loaded filing year is 2023. The filing reports 23,822 participants and $2,770,869,982 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8BPlan net assets, end of year$2,770,778,988

Participants23.8KCovered participants reported23,822

Assets / participant$116.3KComputed: assets ÷ participants$116,316 (computed)

Provider compensationNone reported

Plan sponsor: Trustees Of The University Of Pennsylvania
EIN: 23-1352685
Plan number: 006
Plan type: 2
Location: Bala Cynwyd, PA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
23,822 participants · 2Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8B total assets

Net assets$2.8BLiabilities$91K

Money in vs. money out

Total income / additions-$764.8K

Total expenses$126.4M

Benefits paid / distributions$123.4M

Contributions

Employer$34M

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $2,770,869,982
Total liabilities (EOY): $90,994
Net assets (EOY): $2,770,778,988
Net assets (BOY): $2,897,942,220

Income & contributions

Employer contributions: $33,994,000
Total contributions: $33,994,000
Total income / additions: -$764,797

Expenses & distributions

Benefits paid: $123,445,666
Administrative expenses: $2,952,769
Total expenses: $126,398,435
Net increase / (decrease): -$127,163,232

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the University Of Pennsylvania Health Sysytem Pension Plan?: University Of Pennsylvania Health Sysytem Pension Plan is reported as sponsored by Trustees Of The University Of Pennsylvania (EIN 23-1352685, plan number 006) in public Form 5500 filings.
What is the most recent Form 5500 filing year for University Of Pennsylvania Health Sysytem Pension Plan?: The latest Form 5500 filing year loaded for University Of Pennsylvania Health Sysytem Pension Plan is 2023.
How many participants does University Of Pennsylvania Health Sysytem Pension Plan report?: University Of Pennsylvania Health Sysytem Pension Plan reports 23,822 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for University Of Pennsylvania Health Sysytem Pension Plan?: University Of Pennsylvania Health Sysytem Pension Plan reports $2,770,869,982 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.