Trustees of the University of PA (EIN 23-1352685) has filed 18 Form 5500 plans with the U.S. Department of Labor, covering $19.8B in plan assets and 303,105 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| The University of Pennsylvania Matching Plan | 001 | 22,806 | $7.0B |
| The University of Pennsylvania Health System 403(b) Retirement Savings Plan | 018 | 45,420 | $3.6B |
| University of Pennsylvania Health Sysytem Pension Plan | 006 | 7,714 | $2.8B |
| Supplemental Retirement Annuity Plan of the University of Pennsylvania | 002 | 27,753 | $2.3B |
| University of Pennsylvania Basic Plan |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
23-1352685 is the Employer Identification Number (EIN) Trustees of the University of PA reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
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?
| 028 |
| 22,596 |
| $2.0B |
| Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System | 039 | 42,299 | $1.1B |
| UNIV of PA Health & Welfare Plan for RET & DIS EMP | 530 | 0 | $854.2M |
| Retirement Allowance Plan of the University of Pennsylvania | 003 | 894 | $195.2M |
| The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan | 016 | 97 | $30.4M |
| UPHS Flex Plan | 522 | 47,576 | $0 |
| Faculty & Staff Scholarship Program of the University of Pennsylvania | 505 | 17,650 | $0 |
| University of PA Health & Welfare Program | 503 | 21,172 | $0 |
| University of Pennsylvania Voluntary Separation Plan | 531 | 13,862 | $0 |
| UPHS Retiree Health Plan | 527 | 891 | $0 |
| Faculty Income Allowance Plan of the University of Pennsylvania | 529 | 342 | $0 |
| University of Pennsylvania Position Discontinuation and Staff Transition Plan | 528 | 13,307 | $0 |
| PAY Continuation Plan for the Hospital of the University of Pennsylvania | 525 | 18,613 | $0 |
| University of Pennsylvania Postdoctoral Insurance Plan for NRSA Fellows | 502 | 113 | $0 |