Original filing (PDF)20250415154624NAL0003503249001

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

Name: TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — UNIVERSITY OF PENNSYLVANIA HEALTH SYSYTEM PENSION PLAN, Form 5500 (2023)
Creator: TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

Form 5500

FILING_RECEIVED

UNIVERSITY OF PENNSYLVANIA HEALTH SYSYTEM PENSION PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

7,714

Accounts w/ balance

—

Plan assets (EOY)

$2.8B

Net assets (EOY)

$2.8B

How this plan invests

This plan

3 collective trusts

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

Above-average plan

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

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA.

Plan sponsor

Name

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

EIN

23-1352685

Address

150 MONUMENT ROAD, 4TH FLOOR · BALA CYNWYD, PA · 19004

Phone

(215) 615-2623

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

HORSEY, BUCKNER & HEFFLER, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 pooled funds· $2.7B(99% 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.

			% of plan
UPHS RAP POOL STATE STREET BANK & TRUST · EIN 04-3574136 / PN 051	Master Trust	$2.1B	75.6%
U OF P MSTR TRST- FIX INC POOL STATE STREET BANK & TRUST · EIN 04-3574136 / PN 032	Master Trust	$615.4M	22.2%
U OF P MSTR TRST- UPENN TERM LOAN STATE STREET BANK & TRUST · EIN 04-3574136 / PN 052	Master Trust	$27.5M	1.0%