Original filing (PDF)20251014134839NAL0001451011001

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 403B 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 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

173

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

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 (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

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

204

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2S · Automatic enrollment

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· $279K(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.