Original filing (PDF)20250516121701NAL0020308881001

Temple University Hospital, Inc.

Name: Temple University Hospital, Inc. — Form 5500 (2024)
Creator: Temple University Hospital, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee benefit plan · Temple University Hospital, Inc. filed a Form 5500 for plan year 2024.

Signals · 2

Late filing · 24.0 mo44% in single holding

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Temple University Hospital, Inc.'s EIN is 23-2825878.

EIN 23-2825878

Plan number 005

Plan year 2024

ACK ID 20250516121701NAL0020308881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Temple University Hospital, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEMPLE UNIVERSITY HOSPITAL, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 24.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TEMPLE UNIVERSITY HOSPITAL, INC.

EIN

all filings

Address

3509 N. BROAD STREET - 9TH FLOOR · PHILADELPHIA, PA · 19140

Phone

(215) 707-5977

Plan administrator

Name

TEMPLE UNIVERSITY HEALTH SYSTEM, INC.

EIN

23-2825881

City

PHILADELPHIA, PA

Phone

(215) 707-5977

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2021-07-01

Tax period

2022-06-30

Filed

2025-05-16

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN	13-6038770	—	NONE	$11K	—

Investments

48 direct securities · 1 pooled fund· $2.0B

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.

Other securities

$1.9B

45 holdings

Cash / Money Market

$44.7M

3 holdings

Common Collective Trust

1 holding

					% of plan
5% VALUE OF	Other securities	—	—	$900.1M	45.6%
5% VALUE OF	Other securities	—	—	$188.7M	9.6%
5% VALUE OF	Other securities	—	$109.0M	$146.9M	7.4%
120,752,395 10/19/21 BUY121,694,444 10/19/21 SELL	Other securities	—	$120.8M	$121.7M	6.2%
5% VALUE OF	Other securities	—	—	$121.7M	6.2%
The 2021 Filing erroneously states that the Trust had outstanding assets totaling $104,399,041.	Other securities	—	—	$104.4M	5.3%
5% VALUE OF 38,350,000	Other securities	—	$38.4M	$93.5M	4.7%
47,200,000 10/19/21 BUY	Other securities	—	—	$47.2M	2.4%
20,207,994 10/19/21 B BUY74,494,444 10/19/21 B BUY90,707,391 10/20/21 S SELL47,200,000 11/04/21 B BUY47,200,000 11/05/21 S SELL43,257,438 01/27/22 B BUY45,660,000 01/27/22 S SELL	Other securities	—	$43.3M	$45.7M	2.3%
THROUGH 5% VALUE OF	Other securities	—	—	$43.3M	2.2%
MONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUND 20,207,994 10/19/21 BUY74,494,444 10/19/21 BUY90,707,391 10/20/21 SELL47,200,000 11/04/21 BUY47,200,000 11/05/21 SELL43,257,438 01/27/22 BUY	Cash / Money Market	—	$47.2M	$43.3M	2.2%
THROUGH 5% VALUE OF 45,660,00010,500,000	Other securities	—	$47.2M	$25.1M	1.3%
USD 45,660,00011,199,513	Other securities	—	$47.2M	$16.5M	0.8%
5% VALUE OF 45,660,00093,535,23898,800,00014,502,00010,500,000	Other securities	—	$10.5M	$16.4M	0.8%
45,660,000 01/27/22 SELL93,535,238 03/17/22 BUY98,800,000 03/17/22 SELL14,502,000 05/27/22 BUY10,500,000 06/01/22 BUY14,502,139 06/01/22 SELL	Other securities	—	$10.5M	$14.5M	0.7%
2,737,555 03/17/22 BUY2,506,273 03/17/22 BUY	Other securities	—	$2.5M	$8.9M	0.5%
7,970,368NET GAINOR (LOSS)	Other securities	—	—	$8.0M	0.4%
USD	Other securities	—	—	$7.9M	0.4%
2,928,441 07/09/21 B BUY	Other securities	—	$2.9M	$6.2M	0.3%
1,445,565 01/27/22 B BUY1,445,5651,800,134 1,052,342 10/18/21 S SELL1,052,3421,052,342	Other securities	—	$1.1M	$2.5M	0.1%
USD 3,684,637	Other securities	—	$3.7M	$2.5M	0.1%
7,304,431 02/24/22 S SELL7,304,431 02/24/22 B BUY 9,744,901 06/01/22 S SELL	Other securities	—	$9.7M	$1.4M	<0.1%
MONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDMONEY MARKET FUNDINSTITUTIONAL SHARES #72 9,744,901 06/01/22 SELL1,437,740 10/18/21 SELL	Cash / Money Market	—	$9.7M	$1.4M	<0.1%
USD 4,635,1105,333,7525,010,000 2,453,0001,332,000	Other securities	—	$1.3M	$1.3M	<0.1%
1,445,565 01/27/22 BUY	Other securities	—	$1.4M	$1.1M	<0.1%
458,561 07/01/21 S SELL717,043 08/02/21 S SELL616,874 09/01/21 S SELL628,534 10/01/21 S SELL	Other securities	—	$629K	$882K	<0.1%
THROUGH	Other securities	—	$605K	$882K	<0.1%
354,569 05/29/22 SELL354,569 05/29/22 RBSELL#1048453,840 10/18/21 SELLRETURN ADVANTAGE FUND CLASS I #208PORTFOLIO INSTITUTIONAL CLASS #201830,019 10/18/21 SELL	Other securities	—	$454K	$830K	<0.1%
#1048 RETURN ADVANTAGE FUND CLASS I #208PORTFOLIO INSTITUTIONAL CLASS #201 354,569 05/29/22 S SELL354,569 05/29/22 S RBSELL354,569 453,840 10/18/21 S SELL453,840453,840	Other securities	—	$454K	$561K	<0.1%
CORE FUND CLASS K #1936301,217 10/18/21 SELLBVI LTD691,519 12/31/21 BUY691,519 03/31/22 SELL171,173 03/17/22 BUY269,224 07/08/21 SELL411,169 03/17/22 BUY286,961 03/17/22 BUY143,267 03/17/22 BUY561,433 05/25/22 SELL304,135 05/25/22 SELL	Other securities	—	$561K	$304K	<0.1%
INSTITUTIONAL CLASS #1848CLASS ADM354,444 10/18/21 SELLADMIRAL CLASS #584229,358 01/26/22 BUY	Other securities	—	$354K	$229K	<0.1%
304,135 05/25/22 S SELL 138,846 10/18/21 S SELL112,093 11/04/21 B BUY112,497 01/26/22 S SELL112,945251,343364,288	Other securities	—	$364K	$229K	<0.1%
THROUGH	Other securities	—	$940K	$157K	<0.1%
609,646 03/01/22 S SELL691,570 03/31/22 B BUY823,724 04/01/22 S SELL311,803 05/02/22 S SELL940,272 05/02/22 S SELL405,344 06/10/22 S SELL212,372 06/21/22 S SELL157,037 06/29/22 B BUY	Other securities	—	$212K	$157K	<0.1%
697,274 03/17/22 BUYINSTITUTIONAL CLASS #1848138,846 10/18/21 SELLINSTITUTIONAL CLASS #1848112,093 11/04/21 BUYINSTITUTIONAL CLASS #1848112,497 01/26/22 SELLADMIRAL CLASS #584ADMIRAL CLASS #	Other securities	—	$112K	$112K	<0.1%
84,873 04/05/22 B BUY10,430 06/03/22 S SELL64,316 06/30/22 B BUYINSTITUTIONAL SHARES #	Other securities	—	$10K	$64K	<0.1%
THROUGH	Other securities	—	—	$63K	<0.1%
THROUGH	Other securities	—	$11K	$52K	<0.1%
PAGE JUNE 30,2021JUNE 30	Other securities	—	$30K	$30K	<0.1%
THROUGH	Other securities	—	—	$27K	<0.1%
MONEY MARKET FUND40,004 07/01/21 B BUY40,000 07/01/21 S SELL40,000 07/01/21 B BUY11,104 07/01/21 S SELL28,790 08/02/21 S SELL23,995 10/04/21 S SELL18,992 10/21/21 S SELL	Cash / Money Market	—	$24K	$19K	<0.1%
15,282 07/16/21 BUYNC49,068 12/31/21 SELL92,948 03/17/22 BUY32,822 05/25/22 SELL13,527 05/25/22 SELL 93,287 05/25/22 SELL54,540 05/25/22 SELL45,749 05/25/22 SELL18,517 05/25/22 SELL	Other securities	—	$46K	$19K	<0.1%
88,731 11/04/21 BUY13,411 11/30/21 BUY13,152 12/23/21 BUYNC13,922 12/31/21 BUY14,130 01/31/22 BUY13,916 02/28/22 BUY	Other securities	—	$14K	$14K	<0.1%
109 04/01/22 B BUY103 05/03/22 B BUY139 05/03/22 B BUY173 06/02/22 B BUY 1,178 06/02/22 B BUY	Other securities	—	$1K	$7K	<0.1%
536 06/29/22 S SELL407 06/29/22 S SELL447 09/29/21 B BUYNC405 12/16/21 B BUYNC630 07/30/21 B BUYNC632 08/31/21 B BUYNC614 09/30/21 B BUY 3,315 06/29/22 S SELL4,195 06/29/22 S SELL	Other securities	—	$4K	$6K	<0.1%
2,063 08/31/21 BUYNC2,184 09/30/21 BUY3,752 01/26/22 SELL	Other securities	—	$4K	$4K	<0.1%
2,287 07/30/21 BUYNC	Other securities	—	—	$2K	<0.1%
107 10/01/21 S SELL 1,916 10/19/21 B BUY	Other securities	—	—	$2K	<0.1%
JP MORGAN CHASE BANK, N.A. JP MORGAN CHASE BANK STRATEGIC PROPERTY FUND · EIN 13-6038770 / PN 001	Common Collective Trust	—	—	$0	<0.1%