Temple University Health System, Inc. 403(B) Plan — Form 5500 plan (Temple University Health System Inc)
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, Temple University Health System, Inc. 403(B) Plan is a benefit plan reported by Temple University Health System Inc under EIN 23-2825881 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,635 participants and $1,153,884,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Temple University Health System Inc
- EIN
- 23-2825881
- Plan number
- 002
- Plan type
- 3
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 15,635
- End-of-year plan assets
- $1,153,884,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,635 | H, C | 20241015133646NAL0049650304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,153,884,676
- Total liabilities (EOY)
- $11,983
- Net assets (EOY)
- $1,153,872,693
- Net assets (BOY)
- $974,699,373
Income & contributions
- Employer contributions
- $79
- Participant contributions
- $68,705,501
- Total contributions
- $81,579,292
- Total income / additions
- $240,932,359
Expenses & distributions
- Benefits paid
- $60,981,664
- Administrative expenses
- $777,375
- Total expenses
- $61,759,039
- Net increase / (decrease)
- $179,173,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | SERVICE PROVIDER | $686,708 | $0 | 2023 |
| Cap Financial Partners, LLC | INVESTMENT ADVISOR | $57,727 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | CONSULTANT | $29,252 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $26,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Temple University Health System Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation