Original filing (PDF)20251014134420NAL0004131392001

UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FOUNDATI

Name: UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FOUNDATI — PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN, Form 5500 (2024)
Creator: UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FOUNDATI

Form 5500

FILING_RECEIVED

PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FOUNDATI.

Plan sponsor

Name

UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FOUNDATI

EIN

11-3708851

Address

200 S. CRAIG STREET · SUITE 230 · PITTSBURGH, PA · 15260

Phone

(412) 624-8104

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

203

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

LOUIS PLUNG & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $292K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.