What public Form 5500 filings show about the Trustees of the UNIV. of Penn 401(k) plan — and how to find and check your own account.
Trustees of the UNIV. of Penn (EIN 23-1352685) reports RETIREMENT CONTRIBUTION AND 403(B) MATCHING PLAN OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM on its most recent Form 5500, with $1.1B in plan assets across 42,299 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Trustees of the UNIV. of Penn filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Trustees of the UNIV. of Penn 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TIAA, BAIN CAPITAL FUND XII, WESTLAKE BIOPARTNERS FUND II, DEFINE VENTURES OPPORTUNITIES II/II, EVERSIDE FUND II, AH BIO FUND IV.
