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Original filing (PDF)20250415130921NAL0005813840001
TEMPLE UNIVERSITY HEALTH SYSTEM INC
Form 5500
FILING_RECEIVED
TEMPLE UNIVERSITY HEALTH SYSTEM, INC. CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
~341 bps in Sched C feesNo recordkeeper disclosed
Active participants
365
Accounts w/ balance
—
Plan assets (EOY)
$86.2M
Net assets (EOY)
$85.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 341 bps in Schedule C fees — 2033% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEMPLE UNIVERSITY HEALTH SYSTEM INC.
Plan sponsor
Name
TEMPLE UNIVERSITY HEALTH SYSTEM INC
EIN
23-2825881
Address
3509 NORTH BROAD STREET 9TH FLOOR · PHILADELPHIA, PA · 19140
Phone
(215) 707-5977
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
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
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | — | CHARLOTTE, NC | NONE | $2.6M | — |
| INCOME RESEARCH + MANAGEMENT | — | BOSTON, MA | NONE | $201K | — |
| PRINCIPAL CUSTODY SOLUTIONS | — | DES MOINES, IA | NONE | $74K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $41K | — |
| RV KUHNS & ASSOCIATES | — | PORTLAND, OR | NONE | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.