Frederick Berger signed Temple University Health System Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Temple University Health System Inc.'s EIN is 23-2825881.
Download the official 2023 Form 5500 (PDF) for Temple University Health System Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Temple University Health System Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH + MANAGEMENT | — | BOSTON, MA | NONE | $201K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $3.1M | $3.1M | 3.6% | |
| UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $1.9M | $1.9M | 2.2% | |
| UNITED STATES TREASURY NOTES | U.S. Treasuries | — | $1.9M | $1.9M | 2.2% | |
| ANHEUSER-BUSCH COS LLC / | Other securities | — | $1.7M | $1.6M | 1.9% | |
| UNITEDHEALTH GROUP INC | Common Stocks | — | $1.5M | $1.4M | 1.6% | |
| ALLSPRING GOVERNMENT MONEY MARKET FUND | Cash / Money Market | — | $1.4M | $1.4M | 1.6% | |
| APPLE INC | Common Stocks | — | $1.4M | $1.4M | 1.6% | |
| WYETH | Other securities | — | $1.2M | $1.2M | 1.4% | |
| MIDAMERICAN ENERGY HLDGS | Common Stocks | — | $1.1M | $1.1M | 1.3% | |
| BANK OF AMERICA | Other securities | — | $1.1M | $1.1M | 1.3% | |
| BANK OF AMERICA CORP | Common Stocks | — | $1.1M | $1.1M | 1.2% | |
| WELLS FARGO & COMPANY | Common Stocks | — | $1.0M | $1.0M | 1.2% | |
| BENCHMARK MORTGAGE TRUST | Other securities | — | $932K | $939K | 1.1% | |
| WALMART INC | Common Stocks | — | $951K | $934K | 1.1% | |
| UNION PACIFIC CORP | Common Stocks | — | $963K | $933K | 1.1% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $882K | $914K | 1.1% | |
| HOME DEPOT INC | Common Stocks | — | $931K | $894K | 1.0% | |
| MICROSOFT CORP | Common Stocks | — | $921K | $891K | 1.0% | |
| COMCAST CORP | Common Stocks | — | $944K | $877K | 1.0% | |
| BANK | Other securities | — | $812K | $827K | 1.0% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $849K | $823K | 1.0% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $783K | $799K | 0.9% | |
| HSBC HOLDINGS PLC | Common Stocks | — | $736K | $751K | 0.9% | |
| COMCAST CORP | Common Stocks | — | $806K | $751K | 0.9% | |
| MORGAN STANLEY | Other securities | — | $715K | $735K | 0.9% | |
| DUKE ENERGY CAROLINAS | Other securities | — | $755K | $725K | 0.8% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $720K | $721K | 0.8% | |
| AMERICAN EXPRESS CO | Common Stocks | — | $700K | $701K | 0.8% | |
| MORGAN STANLEY | Other securities | — | $701K | $696K | 0.8% | |
| AMAZON.COM INC | Common Stocks | — | $706K | $673K | 0.8% | |
| TOYOTA MOTOR CREDIT CORP | Common Stocks | — | $655K | $664K | 0.8% | |
| CITIGROUP INC | Common Stocks | — | $627K | $631K | 0.7% | |
| FLORIDA POWER & LIGHT | Other securities | — | $622K | $603K | 0.7% | |
| MORGAN STANLEY | Other securities | — | $573K | $597K | 0.7% | |
| WELLS FARGO & COMPANY | Common Stocks | — | $577K | $591K | 0.7% | |
| COMMONWEALTH EDISON CO | Common Stocks | — | $616K | $587K | 0.7% | |
| INTEL CORP | Common Stocks | — | $609K | $582K | 0.7% | |
| BANK OF MONTREAL | Other securities | — | $557K | $577K | 0.7% | |
| SHELL INTERNATIONAL FIN | Other securities | — | $606K | $572K | 0.7% | |
| CVS PASS-THROUGH TRUST | Other securities | — | $571K | $569K | 0.7% | |
| BURLINGTN NORTH SANTA FE | Other securities | — | $584K | $554K | 0.6% | |
| CITIGROUP INC | Common Stocks | — | $549K | $546K | 0.6% | |
| CREDIT SUISSE NEW YORK | Other securities | — | $469K | $496K | 0.6% | |
| DTE ENERGY CO | Common Stocks | — | $469K | $489K | 0.6% | |
| AMERICAN HONDA FINANCE | Other securities | — | $473K | $488K | 0.6% | |
| TORONTO-DOMINION BANK | Other securities | — | $465K | $486K | 0.6% | |
| CISCO SYSTEMS INC | Common Stocks | — | $503K | $484K | 0.6% | |
| COOPERATIEVE RABOBANK UA | Other securities | — | $471K | $481K | 0.6% | |
| CHARLES SCHWAB CORP | Mutual Funds | — | $464K | $480K | 0.6% | |
| XCEL ENERGY INC | Common Stocks | — | $465K | $478K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | — | CHARLOTTE, NC | NONE | $2.6M | — |
| PRINCIPAL CUSTODY SOLUTIONS | — | DES MOINES, IA | NONE | $74K | — |
| RV KUHNS & ASSOCIATES | — | PORTLAND, OR | NONE | $25K | — |
