Jefferson University Physicians Retirement Plan — Form 5500 plan (Jefferson University Physicians)
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 University Physicians Retirement Plan is a benefit plan reported by Jefferson University Physicians under EIN 23-2809585 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,103 participants and $463,447,587 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$463.4MPlan net assets, end of year$463,447,587
Participants5.1KCovered participants reported5,103
Assets / participant$90.8KComputed: assets ÷ participants$90,819 (computed)
Provider compensation$122.5K1 Schedule C provider row(s)$122,523
- Plan sponsor
- Jefferson University Physicians
- EIN
- 23-2809585
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,103 | H, C | 20241015212528NAL0030949105001 |
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)$463.4M total assets
Net assets$463.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $463,447,587
- Net assets (EOY)
- $463,447,587
- Net assets (BOY)
- $385,378,433
Income & contributions
- Employer contributions
- $25,687,556
- Total contributions
- $27,940,603
- Total income / additions
- $95,223,094
Expenses & distributions
- Benefits paid
- $17,153,940
- Total expenses
- $17,153,940
- Net increase / (decrease)
- $78,069,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | NONE | $122,523 | $0 | 2023 |