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 Physician Voluntary 403(B) Tda Plan is a benefit plan reported by Jefferson University Physicians under EIN 23-2809585 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,084 participants and $247,018,675 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $247,018,675
- Net assets (EOY)
- $247,018,675
- Net assets (BOY)
- $202,355,686
Income & contributions
- Participant contributions
- $18,877,267
- Total contributions
- $21,067,538
- Total income / additions
- $54,672,749
Expenses & distributions
- Benefits paid
- $10,004,294
- Administrative expenses
- $5,466
- Total expenses
- $10,009,760
- Net increase / (decrease)
- $44,662,989