Trustees of the University of PA (EIN 04-3574136) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 18 filings report $2.9B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| UPHS RAP Pool | 051 | 0 | $2.1B |
| University of PA Fixed Income Pool | 032 | 0 | $679.4M |
| Upenn RAP Pool | 050 | 0 | $131.2M |
| Upenn TERM Loan | 052 | 0 | $27.5M |
| UPHS Absolute Return Illiquid Pool | 045 | 0 | $0 |
04-3574136 is the Employer Identification Number (EIN) Trustees of the University of PA reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| University of PA Upenn Cash Pool |
| 037 |
| 0 |
| $0 |
| UPHS Fixed Income Asset Pool | 046 | 0 | $0 |
| University of PA Emerging Market Equity Pool | 030 | 0 | $0 |
| Natural Resources Asset Pool | 044 | 0 | $0 |
| University of PA International Equity Pool | 033 | 0 | $0 |
| UPHS Illiquid Assets Pool | 043 | 0 | $0 |
| University of PA Absolute Return Pool | 035 | 0 | $0 |
| UNIV of PA Illiquid Alternative Holdings Pool | 040 | 0 | $0 |
| University of Pennsylvania UPHS Cash Pool | 034 | 0 | $0 |
| Upenn RAP Trading Pool | 047 | 0 | $0 |
| University of PA Domestic Equity Pool | 031 | 0 | $0 |
| UPHS RAP Trading Pool | 049 | 0 | $0 |
| Lancaster HOSP Fixed Income Pool | 048 | 0 | $0 |
